Commercial Printing for Financial Institutions

Even in the digital age, physical printing remains critical for countless financial transactions and business operations. Sometimes, print may be required by regulations or best practices. Other times, it’s simply the best tool for supporting brand and relationship building. Regardless, it needs to be executed with the utmost security and accuracy.

To be assured of that level of quality, it’s critical that banks, insurance companies, investment firms, and more find a commercial print partner they can trust. One well-versed in handling financial printing tasks and all the idiosyncrasies that come with them. Read on to learn more about what such a partnership looks like, and how financial institutions benefit from working with commercial printers.

Why Financial Institutions Rely on Commercial Printing 

In many cases, regulations require financial institutions to be capable of producing paper or ‘hard’ copies of financial documents within a set period of time. However, even when there is no requirement for print documents, there are still many situations that benefit from their use. For example, a tangible official document is far better at [building trust and credibility]. It gives other institutions something concrete to refer back to and helps clients feel confident in the quality and reliability of your services.

These benefits are only fully realized when the print materials are of good quality, though. DIY printing or consumer print services often fall short of that standard. They can even make printed records feel untrustworthy if the quality is particularly low. That’s why it’s critical to partner with an experienced and well-equipped commercial printer. It provides institutions absolute certainty that their print materials will inspire trust and communicate quality in every aspect.

A commercial print partnership can also provide greater flexibility. When you have an ongoing relationship established with a service-oriented printer, like Wallace Carlson, it’s much easier to handle unexpected print projects or quick turnaround times. 

Print Solutions Tailored to the Financial Industry:

There are countless print products that the financial industry could feasibly employ and benefit from. But to keep this resource succinct, let’s focus on the most common examples. Bear in mind that a top-quality commercial printer like Wallace Carlson can also provide design recommendations and formatting services in addition to printing, ensuring each file is fully optimized when it goes to press.

Regulatory and Compliance Printing

A commercial printer with secure workflows can help you complete print jobs subject to strict regulations or compliance requirements. These types of print jobs include:

• Annual reports
• Proxy statements
• SEC filings

Booklet Printing

A commercial printer can help you finalize the design of your custom booklets, refining your files to ensure proper printing. These kinds of projects commonly include:

• Investor presentations
• Earnings reports
• Shareholder materials

Marketing Collateral

Quality marketing collateral comes in many formats. Delivering top-quality results across the board requires a skilled commercial printer with ample experience and equipment. Print marketing collateral popular in the financial industry includes:

• Investment brochures
• Flyers
• Direct mail

Mailing & Distribution

Finally, financial mailings can also be printed quickly and accurately by a print partner with strong secure workflows. These types of print jobs include:

• Secure mailing services
• Custom forms
• Kitting

The Importance of Security in Financial Printing 

Financial printing tends to involve a great deal of proprietary, personal, and (of course) financial information. Keeping this information secure requires a commercial printer both capable of and experienced in implementing data protection measures. 

Securing Sensitive Information Using Secure Workflows

A commercial printer with adequate secure workflows can provide financial clients with multiple layers of data protection. This includes:

• Cybersecurity -  Password-protected file uploading and strong internal systems protection.
• Physical security - Secured, monitored facilities requiring credentialed access.
• Confidentiality - Clear contract terms and a history of discreet, confidential conduct.

When considering a new print partner, don’t hesitate to ask for a detailed account of their security measures. It’s critical to ensure they can provide adequate protection, not just for the sake of your business, but also to ensure you remain compliant with all applicable regulations. 

Compliance Requirements 

An experienced, qualified commercial printer can help financial institutions ensure all their printed reports, materials, and mailings are [compliant with various laws and regulatory bodies], including:

• Federal Information Security Modernization Act (FISMA)
• Payment Card Industry Data Security Standard (PCI DSS)
• Health Insurance Portability and Accountability Act (HIPAA)
• Federal Trade Commission (FTC)
• U.S. Securities and Exchange Commission (SEC)

Choose a Financial Printer That Will Work With You

The truth is that different organizations in the financial industry have different print needs, security requirements, and operational timelines. So above all, you need to find a print partner that offers completely customized, Michelin-star quality service. A partner like Wallace Carlson.

Whatever your institution needs, we’ll work with you to ensure the proper security measures are in place. We’ll help you refine your print files to ensure flawless formatting. And we’ll go above and beyond to meet your needs, even when the turnarounds are tight or the request is one-of-a-kind. All it takes is reaching out to our team today to get started!