Financial Services

Preferred 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:

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

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.

Ready to get started?

When it’s time to start your next project, contact Preferred Direct first. We’ll work with you from day one to save you time, money and resources—so you can get back to the business of serving your customers.

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