Financial Services

Securely automate customer communications and integrate multichannel workflows that improve accuracy, delivery, and engagement

How Lineage Helps Banks, Credit Unions, Financial Lenders, Wealth Management Firms, And More In Financial Services

Better, smarter, and faster customer communication promotes their financial wellness and improves trust in your business, while streamlining account processing and optimizing your bottom line.

At Lineage, we take a consultative approach to solving challenges in the financial services industry, enabling organizations to address their unique problems and drive innovation.

Custom omnichannel and hybrid solutions allow financial institutions to integrate and adjust hardware and software workflows that exceed operational goals and achieve real results. With intelligent inbound, outbound, physical, digital, shipping, and receiving options, our modern workflow solutions offer extensive capabilities for success.

Transform, scale, and empower business growth in financial services with Lineage as your trusted partner.

Free Consultative Analysis

Unlock The Power Of Omnichannel Communication In Financial Services

Future-Proof Dynamic Customer Experiences And Changing Operational Demands

Data Quality and Security

Confidence in Confidential Data Handling

Eliminate the risk of recipients receiving or accessing documents containing the private information of a different customer, ensuring your data stays compliant and secure.

Centralized Shipping and Mailing

Savings in Customization

Reduce postage and material costs with automated rate shopping and hybrid hardware/software systems, giving your operations a streamlined, cost-effective edge without compromising on reliability or speed.

Flexible Customer Communication

Tailor Messages At Scale

Improve efficiency, growth, and customer experience through flexible outbound communication and document distribution options, empowering your team to manage customer preferences and the customer journey from anywhere.

Intelligent Data Processing

Cut Prep Time, Boost Productivity

Cut document preparation time and reduce manual error, allowing your team to focus on strategic tasks, client engagement, and multichannel communications.

Digitization and Digital Document Management

Document Access on Demand

Improve team and department collaboration with cloud-based document management and workflow automation systems that create and distribute documents, track proof of delivery, and securely organize critical files.

Smart Shipping Solutions

Deliver More

Make shipping and parcel management easy and effective with intuitive tracking software that benefits you and improves customer experience.

Putting Pen To Paper, And Paper To Ink...

Common workflow applications in financial services:

Bills, Invoices, & Statements

Certificates

Confirmations & Notices

Checks

Application Forms

Portfolios & Reports

Marketing Mailings

Document Digitization/Backup

Get In Touch

Reach out to learn more about how our communication solutions can improve your business workflow too.

Fast equipment and sophisticated software are pointless if they don’t reliably help meet your goals faster, more efficiently, and at a lower cost.

Discover how Lineage can optimize your communication workflow with a free, no-obligation analysis. Fill out our contact form today to identify inefficiencies, enhance compliance, and reduce costs. Let our experts help you transform your financial services operations for greater success.

Get a free consultative analysis of your business to explore opportunities that accelerate, optimize, and connect further in your customer communication. Fill out the form to get started!

Learn More About What Lineage Has To Offer

Multi-function devices

Single-function printing equipment

Wide format printers

Digital production press printing equipment

Digital document management

Integrated hardware and software solutions

Digital document management

Mailing and addressing

Printing and document prep

Physical paper management

Shipping and receiving

Digital distributions

End-to-end print-to-mail solutions

Increased capacity for all or part of your document workflow

Fully outsourced workflows

Outsourced/in-house hybrid solutions

Data processing

List scrubbing

Full service mail production

Disaster recovery

Recent Resources For Financial Services

Centralizing Physical and Digital Mail With A Print Service Provider

Integrating Digital and Print Technologies for Member Engagement

Leveraging Intelligent Digital Technology For Enhanced Customer Banking

Reach Out To Us Today

Find out more about what’s going on in the industries we work with, what working with us is like, and about how we can help you improve your business:

Book a strategy session

Start accelerating, optimizing, or connecting your business operations here.

Shop for supplies

Get the supplies you need quickly with same-day shipping, and be back up and running in no time.

Place a service call

Machine down? Reach out to us here and have a technician come out and fix it in as little as a few hours.