Tailored Solutions
for Financial Services

Navigating the complex landscape of financial communications requires a partner who not only understands industry requirements but can also ensure compliance through every communication.

At IMS, we specialize in communication solutions that align with industry standards & compliance

Our services are tailored to mitigate risk and ensure that your communications uphold the rigorous standards of the financial industry, safeguarding both your reputation and your clients’ trust.

Operational Efficiency

In an industry where time is money, operational efficiency is crucial. Our solutions are crafted to streamline your communication processes, reducing manual effort and maximizing productivity. By automating and optimizing tasks such as billing, statement generation, and customer notifications, we help you focus on core business activities while we handle the complexities of document management and communication delivery.

Maximizing Engagement Across All Channels

We understand the critical role of effective communication in the financial services industry. Our comprehensive print and digital solutions are designed to help you manage your communications with precision, efficiency, and compliance, ensuring every interaction with your customers is impactful.

For Banks

From secure transactional messaging to personalized marketing, we ensure that banks can connect with their customers in meaningful ways, maintaining compliance and enhancing the customer experience.

For Credit Unions

Our solutions for credit unions are built around providing personalized, member-centric communications that resonate with the community values and strengthens member engagement.

For Fintech

Our solutions for FinTech providers guarantee that clients receive timely and precise information, from account updates to transaction notifications, thus enhancing the overall user experience.

Transform Transactions into Opportunities

Our expertise lies in crafting solutions that enhance customer engagement, ensure regulatory compliance, and streamline operations for businesses across the financial services sector. We are here to help you navigate the complexities of financial communications with confidence and ease.

Ensuring Compliance in Every Financial Interaction

Adherence to compliance and regulatory standards is not just a necessity – it's a cornerstone of trust and reliability. At IMS, we recognize the critical importance of these standards in every facet of our communication solutions. Our commitment to compliance ensures that your financial institution operates within the bounds of key regulations, safeguarding your reputation and customer trust.

Certifications that Build Confidence

At IMS, our certifications are a testament to our dedication to security and compliance. We proudly maintain:
SOC 1 Type II & SOC 2 Type II: Demonstrating rigorous controls in financial reporting and information security.
ISO 27001: A hallmark of excellence in information security management systems.
FSC (Forest Stewardship Council): Reflecting our commitment to environmentally responsible and sustainable practices.

Tailored Solutions for the Financial Services Industry

When it comes to the financial sector, clear and compliant communication is vital. IMS provides a comprehensive suite of solutions specifically designed to meet the industry's unique requirements, ensuring that financial institutions can manage and convey critical information effectively and securely.

Robust Statement & Notice Services

We offer a range of services for the production and distribution of statements and notices, including secure e-Presentment options that allow customers to access their statements online.

Disaster Recovery & Business Continuity

Business Continuity Print and Mail Services are meticulously designed to ensure your business remains resilient, responsive, and reliable.

Fraud and Charge Communication

We provide timely fraud and charge notifications to help financial institutions proactively manage and communicate critical account information, safeguarding their customers' interests.

Loan and Tax Document Management

Our services include the distribution of loan payment notices and tax documents, crafted to comply with legal standards and provide clarity to recipient

Marketing and Customer Engagement

We help financial services firms reach out to their customer base with targeted messages. Our onserts and inserts for printed materials ensure that promotional and informational content reaches customers effectively.

Comprehensive Compliance Documentation

We provide timely fraud and charge notifications to help financial institutions proactively manage and communicate critical account information, safeguarding their customers' interests.

We tailor our communications solutions to provide security, efficiency, and compliance, allowing your financial institution to focus on what you do best — manage your customers' financial well-being.

Revolutionizing Conversational Banking

Harness the power of AI to transform your banking experience. With our Directlink platform we offer cutting-edge conversational banking solutions. Enable seamless, personalized interactions between your financial institution and your customers. Experience the future of banking with intuitive, AI-driven communication that enhances customer engagement and satisfaction.

Explore the DirectLink Platform to discover how AI can redefine your banking services.

Explore Directlink

Custom Solutions for Your Financial Needs

Ready to enhance operational efficiency and ensure compliance for your financial institution? Contact IMS today for customized solutions tailored to your specific needs. Let's join forces to create a streamlined and compliant financial environment.

Let's Connect!

Use the calendar below to schedule a conversation to discover how IMS, Inc. can help your business.