Account & Tax Statements
High-volume statement and tax-form production with personalization, cross-sell logic, and the annual surge capacity tax season demands. 1098, 1099, 5498, and broker-dealer composite statements.
Statements, notices, and tax packages built for FI scrutiny. Financial communications that clear the audit and hit the mail date.
While others have cycled through PE-driven layoffs and rebrands, IMS has shipped through every regulatory wave: GLBA, Reg E, Reg Z, CECL, and each state privacy expansion. Stability here is a compliance posture. Same operator, same controls, same evidence chain, examiner-ready every cycle.
We integrate natively with Fiserv (DNA, Premier), FIS (Horizon, IBS), Jack Henry (Symitar, SilverLake), Corelation KeyStone, Sharetec, Share One, CU Answers, and Synergent. On the digital side: Q2, Alkami, Lumin, Constellation, NCR. The cores and digital banking systems your team already runs, no custom data engineering project to spin up.
Statements, tax packages, regulatory notices, member ePresentment, and fraud alerts. One operator, one SOC scope, one PCI footprint. And Data Services built into every job so postage spend doesn't quietly grow with USPS rate hikes.
Corelation Preferred Vendor Partner. Native integrations into the platforms credit unions already run.
Each workload runs inside the same SOC 1/2 Type II, PCI DSS Level 1, ISO 27001 environment. No scope splits, no second-vendor handoffs.
High-volume statement and tax-form production with personalization, cross-sell logic, and the annual surge capacity tax season demands. 1098, 1099, 5498, and broker-dealer composite statements.
GLBA privacy notices, Reg E/Z disclosures, change-in-terms communications, state privacy expansions, and CECL communications. State-mandate library kept current at the platform layer.
Branded ePresentment portal with SSO into your digital banking, push notifications via OmniChannel Engagement, and identical compliance posture to the paper version. Same statement, two channels, one audit boundary.
No custom data engineering project to begin. IMS speaks the formats and APIs of every major FI core, digital banking platform, and credit union system.
Fiserv (DNA, Premier, Cleartouch, Signature), FIS (Horizon, IBS), Jack Henry (Symitar, SilverLake, CIF 20/20), Corelation KeyStone, Sharetec, Share One, CU Answers.
Q2, Alkami, Lumin Digital, Constellation, Synergent, NCR. SSO into the ePresentment portal, push and SMS via OmniChannel Engagement, and synchronized statement availability across both channels.
IRS-grade tax form composition, native handoffs to broker-dealer composite platforms, credit-bureau and mortgage-servicing data layers, and the long tail of FI-side regulatory data sources.
Shaped for environments where parallel-run discipline, SOC scope, and examiner-ready evidence aren't optional.
We audit current SOC scope, vendor handoffs, statement format inventory, and core integration footprint. Before any composition work begins.
Replicate exactly where statement continuity demands. Modernize where personalization, cross-sell, or readability is leaving value on the table.
Evidence packet at go-live: control mappings, SOC inheritance documents, PCI footprint, and a clean handoff that holds up at the next examiner walkthrough.
FI communication programs improve faster when paper, portal, data, and continuity are operated together under one SOC scope.
SOC 1/2 + PCI DSS production for statements, tax packages, and regulatory notices.
Explore Transactional Print & Mail
Branded ePresentment with SSO into your digital banking. Same compliance posture as the paper, in pixels.
Explore ePresentment
Address hygiene, NCOA, commingling, and USPS promotional discount capture. The layer that turns postage pressure into measurable savings.
Explore Data ServicesThirty minutes with the operator that holds SOC 1/2 Type II, PCI DSS Level 1, ISO 27001, and GLBA-aligned controls. We'll bring core-integration history; you bring the statement sample.
Book an FI BriefingSelect a time that works for you