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Financial Services

Financial Services


Preferred Direct works with the financial services industry to assist with billing statements, portfolio statements, marketing materials, member acquisition marketing and more. Print marketing is important to the industry whether you are a bank, mortgage company, credit union, or offer investment and financial planning services. When it comes to finding comprehensive print solutions for the financial services industry, Preferred Direct has the technology and reliability you need. You need to communicate with consumers, investors and shareholders, and Preferred Direct provides the quality and efficiency you need to make and maintain a good impression.


We can help businesses in the financial services industry with the following:

  • Member acquisition marketing – Finding new consumers or investors is an integral part to ensuring your business’s success. We provide targeted mailing lists to help you find the new people you need in your desired demographics. We print booklets, brochures, postcards, letters and more to help you reach and appeal to targeted customers.
  • Billing and statements – From statement generation to e-billing and monthly statements by mail, we can generate and send your bills and statements. Whether you need billing statements for a service provided or portfolio statements to keep investors and shareholders informed, we efficiently get your statements to where they need to go.
  • Personalized forms – Our variable direct mail platform allows us to print personalized forms to meet your individual needs. We can also print personalized messages on statements.
  • Booklets, pamphlets, flyers and more – You need print materials to tell people about your company and services. Our print products have the professional quality and appearance to make a lasting impression.


Financial Services IndustryPreferred Direct uses the latest advanced print and mailing technology to make superior print products and serve the financial services industry efficiently and effectively. We can save your company time and money while maintaining quality.




Our products and services include:

  • Printing – We can print any of your marketing or direct mail pieces from booklets telling customers about your services to letters, postcards, flyers, and more.
  • Variable Data – Our variable data print platform customizes and personalizes any direct mail, direct billing statement, monthly statements, forms or marketing materials.
  • Direct Billing – Our direct billing services include statement generation, e-billing and more. We can either customize your statements or use a template you provide. We make sure your customers get their billing statements in a timely manner.
  • Direct Mail – We can mail your print materials for you. Our postage automation and match mailing can save your company time and money on mailing. We also offer targeted mailing lists to help you find new customers.
  • Fulfillment Services – Do you need any of your print materials collated, assembled or packaged? We provide finishing services. We also take care of shipping and provide you with tracking information for when your materials go out, to keep you informed.


Call us today and speak with a project manager to start saving time and money on your financial services industry printing, mailing and billing services. You can also start your first project by clicking here for a quick online quote.



Photos courtesy of by adamr (balance sheet) and suphakit (financial data)