Solutions for the Financial Services Industry

Flexible solutions to meet your needs and your customers' requirements.

Streamline and automate customer communications

Financial services organizations must deal with ever-growing volumes of customer information, balancing corporate cost savings objectives with stringent regulatory compliance requirements. Customer expectations for online and digital communications as an adjunct to traditional print delivery have rapidly evolved, so that a “one-size-fits-all” approach is no longer viable in meeting market and customer requirements.

CrawfordTech solutions help you streamline and automate the processes behind storing, managing and outputting communications such as account statements, billings, invoices and other vital transactional documents. Whether you need to migrate from a legacy archive, consolidate information across multiple repositories, deliver accessible documents to the growing population of blind and partially-sighted customers in accordance with federal legislation, or automate print and digital output, Crawford Technologies solutions and services support you in being in compliance, and in effectively and efficiently servicing a diverse customer base.

What People Are Saying

Customers in the financial sector describe how CrawfordTech has helped them to be more productive, reach more customers, and be in compliance with regulatory guidelines.

Meeting Regulatory Compliance in Banking

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A large retail bank needed to demonstrate their compliance with banking regulations by providing a comprehensive analysis of its previous 10 years of customer credit card statements, representing over 50 million issued cards. They used CrawfordTech solutions to automatically convert, identify, extract and re-purpose the necessary information to prove compliance and gain valuable insights into their customers’ behavior.