Financial Printing & Data Management.

Financial institutions are under constant pressure to deliver timely, accurate, and compliant communications to clients, regulators, and internal stakeholders.

From account statements to regulatory disclosures, there’s no room for delays or errors — one mistake can mean lost trust, legal penalties, or reputational damage. Meanwhile, evolving data security threats and privacy regulations only raise the stakes.

Financial Printing & Data Management.

Financial institutions are under constant pressure to deliver timely, accurate, and compliant communications to clients, regulators, and internal stakeholders.

From account statements to regulatory disclosures, there’s no room for delays or errors — one mistake can mean lost trust, legal penalties, or reputational damage. Meanwhile, evolving data security threats and privacy regulations only raise the stakes.

What Financial Institutions Need from a Print, Data, & Document Partner.

Common documents that we print for Financial Institutions.

You name it. We print it.

  • Monthly Account Statements
  • Mortgage Statements and Loan Coupons
  • Escrow Analysis Disclosures
  • Credit Card and Loan Disclosures
  • Privacy Notices
  • Fee and Rate Change Letters
  • New Account Welcome Kits
  • Account Closure Confirmations
  • Certificate of Deposit Maturity Notices
  • Quarterly Performance Reports
  • Year-End Tax Documents
    • 1099
    • 1098
    • W2
    • Etc.
  • Investment Statements and Trade Confirmations
  • Adverse Action Letters and ECOA Notices
  • Check Processing
  • Trade Confirmations
  • And Many More!

D4 Solutions Financial Printing Process

Secure File Intake

Files are uploaded through encrypted channels, validated, and queued for processing.

Data Prep & Cleanup

We standardize, sort, and format your data for accurate output and postal optimization.

Document Composition

Personalized content is merged into templates with layout logic and compliance elements.

Quality Assurance & Proofing

Automated and human checks catch issues before a single page is printed.

Print & Finish

Documents are printed on high-speed machines, then cut, folded, and inserted.

Mail Prep & Entry

Mail is sorted, barcoded, and inducted into the USPS — often same-day.

Tracking & Reporting

Every piece is tracked with IMb barcodes and logged in your reporting dashboard.

D4 Solutions Financial Printing Process

Secure File Intake

Files are uploaded through encrypted channels, validated, and queued for processing.

Data Prep & Cleanup

We standardize, sort, and format your data for accurate output and postal optimization.

Document Composition

Personalized content is merged into templates with layout logic and compliance elements.

Mail Prep & Entry

Mail is sorted, barcoded, and inducted into the USPS — often same-day.

Print & Finish

Documents are printed on high-speed machines, then cut, folded, and inserted.

Quality Assurance & Proofing

Automated and human checks catch issues before a single page is printed.

Tracking & Reporting

Every piece is tracked with IMb barcodes and logged in your reporting dashboard.

Got Questions? We’re Here To Help.


Got Questions? We’re Here To Help.