Transform Financial Services Customer Communications with Confidence

Secure. Compliant. Accessible.

Crawford Technologies empowers financial institutions to modernize customer communications without abandoning the systems that run your business. We solve the complex challenge of delivering secure, accessible, and compliant communications across every channel—while protecting your existing technology investments.

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30

Years of Experience

2,000+

Global Customers

300+

Financial Services Clients

17%

Year-Over-Year Growth

81+

NPS Score

digital cloud with data points on the ground

Trusted by Financial Services Leaders Worldwide

Crawford Technologies serves the most demanding financial institutions across banking, investment services, and insurance. Major clients include Citibank, Barclays Bank, Capital One, and Regions Bank, alongside hundreds of regional banks, credit unions, asset management firms, and financial service providers.

Over 300 financial institutions rely on Crawford Technologies to secure, transform, and deliver critical customer communications that meet stringent accessibility standards and regulatory requirements.

The Financial Services Communications Challenge

Your institution faces intense pressure from every direction. Regulatory requirements expand annually. Customer expectations for digital access continue to rise. Legacy systems that power your core operations weren’t designed for modern compliance standards. Meanwhile, competitors invest millions in customer experience improvements while your communications infrastructure struggles to keep pace.

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Accessibility and Compliance Risk

Federal mandates like ADA and Section 508 require 100% accessible communications, yet manual remediation cannot scale to millions of monthly statements. Non-compliance exposes your institution to lawsuits and fines that far outweigh the cost of an automation platform. By implementing Crawford’s solutions, top-five U.S. banks have successfully avoided tens of millions in potential legal costs.

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Data Security and Privacy Exposure

Financial institutions are primary targets for PII theft, where manual workflows and fragmented systems create significant vulnerabilities. A single breach triggers millions in regulatory fines under GDPR and GLBA, but the resulting reputational damage is far more costly. When sensitive data is exposed, customer trust is broken, often permanently.

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Operational Risk and Cost

Fragmented workflows and manual processing drain both productivity and budget. Manual accessibility remediation alone averages $50–$150 per document, translating to millions for enterprise operations. These manual touchpoints increase your costs, slow delivery, and introduce errors requiring expensive rework. Meanwhile, the development required to meet new compliance or channel demands diverts crucial funding away from strategic growth.

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Legacy System Constraints

Decades of investment in your core banking and legacy systems have created critical bottlenecks in your digital transformation journey. Replacing these proprietary platforms is often unfeasible, yet their inability to integrate with modern content management systems drives up technical debt every month. Maintaining these outdated systems and disconnected channels increases your eventual cost of modernization.

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Customer Experience Erosion

Your customers expect communications through their preferred channels – from mobile apps to secure portals. Failing to meet these expectations, especially for customers with disabilities, erodes trust and drives higher churn. In a competitive market where acquisition costs dwarf retention, every failed interaction or negative experience becomes exponentially more expensive for your business.

Financial Services Solutions & Proven Results

Crawford Technologies delivers an integrated platform specifically designed for financial services—solving the unique challenge of modernizing customer communications while protecting existing infrastructure investments.

Our platform enables you to:

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Automate enterprise output management

with transformation, encryption, postal optimization, and compliance enforcement across all high-volume communications.

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Enable omnichannel digital delivery

through a unified platform that connects to existing composition systems, content repositories, and customer portals via REST APIs.

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Orchestrate end-to-end workflows

with real-time visibility, intelligent document routing, and integration across core banking platforms, CRM systems, and delivery channels.

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Automate 100% accessibility compliance

using AI-powered tagging that processes documents in seconds, delivering accessible PDF, braille, large print, audio, and eText formats that meet ADA, Section 508, and WCAG 2.1 requirements.

Integrate seamlessly with legacy systems

to transform AFP, Xerox, PCL, and PostScript formats without replacing upstream applications.

Results Across Financial Services:

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A top-five U.S. bank with 50M+ customers implemented Crawford’s AccessibilityNow® Transactional platform to deliver 100% accessible statements on demand—saving tens of millions annually versus manual methods while eliminating significant compliance risk.

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Regional and national banks implementing our workflow orchestration platform report sub-12-month payback periods with over $1 million in annual operational savings through automation and system consolidation.

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Financial services clients shifting to digital delivery reduce per-communication costs by 70-90% compared to print and mail while improving delivery speed, customer satisfaction, and reducing service center call volume.

What Our Clients Are Saying

Resources

Ameritas Financial Consolidates Information Management, Migrates Document Storage to Modern Platform

See how a major financial institution modernized it’s document distribution and archive systems to take advantage of current technology and improved both internal and customer service, saving costs and improving efficiency.

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Financial Services Organization Converts Print-Ready Transactional Documents to Responsive Formats for Mobile Devices

Understand the steps this financial services company took to improve customer satisfaction by delivering documents and information using the method that their customers prefer.

Production Automation Delivers Efficiencies

Formost MediaOne leveraged CrawfordTech Operations Express and Pro Concatenator to automate production and be more efficient.

Your Path Forward

Crawford Technologies provides comprehensive support throughout your modernization journey:

Discovery

We map your infrastructure and compliance needs to identify immediate optimization opportunities.

Proof of Concept

Test our solutions risk-free using your live document volumes and accessibility standards.

Phased Launch

We execute a risk-managed rollout that prioritizes your highest-value business goals first.

Ongoing Optimization

Expert guidance to keep you ahead of regulatory changes and new technologies.

Transform Your Financial Communications Infrastructure

Over 300 financial institutions worldwide trust Crawford Technologies to secure, transform, and deliver customer communications that meet regulatory requirements while exceeding customer expectations.

Contact Crawford Technologies today.

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