CONFIDENTIALITY NOTICE: This document contains confidential information intended solely for the recipient(s) named herein. The information set forth in this document may not be reproduced or disclosed by the recipients(s) without the prior written consent of the author. Strengthen, enhance, and improve Services for BankingSuite taylor.com +
Welcome AGENDA Retail Bank Challenges SLIDE 9 Taylor Overview SLIDE 3 2 Retail Bank Opportunities SLIDE 11
Taylor Overview
taylor.com
Broad Capabilities THE SIMPLICITY OF A SINGLE SOURCE 4 CORPORATE IDENTITY & BRANDING SIGNS & GRAPHICS PROMO MARKETING PRIME LABELS & PACKAGING MARKETING, DATA & ANALYTICS DIRECT MAIL PROGRAMS GIFT & LOYALTY DOCUMENT MANAGEMENT WAREHOUSING & DISTRIBUTION LABELING SOLUTIONS CUSTOMER COMMUNICATIONS MANAGEMENT COMMERCIAL PRINT
National
OF THE
LARGEST GRAPHIC COMMUNICATIONS FIRMS IN NORTH AMERICA
and Global Reach ONE
FIVE
115 locations around the world 40,000 customers 8,000 employees Operations in 32 states and 8 countries 5
Deep Specialization A LEADER IN MULTIPLE CATEGORIES 6 TOP 5 GRAPHIC COMMUNICATIONS COMPANIES IN NORTH AMERICA SERVES 19 OF THE TOP 25 FINANCIAL SERVICES HOLDING COMPANIES SERVES 10 OF THE TOP 15 ASSET MANAGEMENT COMPANIES AWARD-WINNING DIRECT MARKETING CREATIVE TEAM SERVES 10 OF THE TOP 10 U.S. RETAIL BANKS TOP 5 PROMO MARKETING DISTRIBUTORS IN NORTH AMERICA SERVES 9 OF THE TOP 10 INSURANCE COMPNAIES
Retail Bank Challenges taylor.com
How We Partner with Retail Banks
THE SIMPLICITY OF A SINGLE SOURCE
We have document/print management programs in place with many of the top retail banks across the U.S.
Most of our retail bank clients utilize one of Taylor’s products or services to execute communications with their clients. These banks either use our pre-printed statement rolls or our secure communications services to provide statements and notifications to their banking, mortgage and wealth management clients.
We warehouse and distribute branch materials (operational, marketing, POP signage, promotional items) for banks of all sizes.
Our secure check printer solutions have been implemented by banks throughout the U.S. to reduce costs and mitigate fraud.
The majority of our retail bank clients take advantage of our web-based portals to ensure brand compliance, quality and Speed to market.
We supply visual communications and signage programs to retail banks to improve customer experience and promote brands.
8
Six Challenges, Countless Solutions
9
RETAIL BANKS
Retail Bank Opportunities taylor.com
Creative Services CONNECTING WITH HEADS AND HEARTS ● A brand strategy and design firm, forged beside the fast print powerhouse of Taylor ● Bringing creative, marketing, and data analytics expertise to your business ● Connecting with heads and hearts — we create sparks that catch fire ● Strategy: Audience definition, engagement insight ● Story: Brand identity, campaigns, employee engagement, content ● Experience: Environments, events, shows, packaging, point of sale, signage systems ● Partnership Opportunities ● Event and campaign ideas & planning ● Promo & kitting concepting ● Event & experiential design thinking ● Point of sale, fixturing, displays, prototyping ● Production design
Secure Documents CUSTOMIZED SECURE DOCUMENTS ● Custom-developed program aimed at breaking down the silos ● Optimizes print as well as digital communications ● Provides visibility into all communications throughout an organization ● Addresses total cost of print ● Ensures brand and compliance requirements are met ● Improves customer experience with quality and consistency ● Integrates bank suppliers into Taylor technology platforms
Selecting a Secure Document Provider
TO HELP
YOUR
PROCESS
13
INFORMATION
GUIDE
DECISION-MAKING
Selecting a Secure Document Provider
TO HELP GUIDE YOUR DECISION-MAKING PROCESS
INFORMATION
Direct Mail CUSTOMIZED SECURE DOCUMENTS ● Automated input processing captures all records ● Data processing reports all dropped records ● Unique 2D barcode added to each mail piece ● Cameras read barcodes to manage insertion ● Reconciliation programs confirm output = input ● Reports document 100% fulfillment for customer ● Documentation is digitally archived for future audits
Selecting a Direct Mail Provider
16
INFORMATION TO HELP GUIDE YOUR DECISION-MAKING PROCESS
17 Promotional Marketing BOOST CUSTOMER SATISFACTION & EMPLOYEE RECOGNITION ● Improving customer experience ● Brand promotion ● Staff recruitment ● Employee recognition ● Community events and golf outlings ● New account openings ● Premier client gifts
Regulatory Compliance NAVIGATING THE COMPLEXITIES ● Federal, state and local labor law posters and updates ● 100% attorney-backed ● Compliance guarantee ● Industry-specific postings ● Spanish and bilingual offerings ● Print and post electronic images ● Implement electronic forms and software ● Intuitive online ordering platform
Warehousing & Kitting SIMPLIFIED REBRANDS AND CAMPAIGN REFRESHES ● Efficient fulfillment and print-on-demand under one roof ● Advanced notification provided to branches ● Color-coded labels by department/product ● Stronger compliance with regulations and brand standards ● Negotiable items shipped separately ● Call center support desk ● Receipt tracking and confirmation
Certifications & Proficiencies ● SOC 2 Type 2 audit controls ● GLBA ● HIPAA privacy and security controls ● PCI Merchant Level 2 compliant processes ● Return Path ISP Monitoring (email SPAM) ● SSAE 16 ● ISO 9001:2015 ● HITRUST ● FISMA
Thank You
CONFIDENTIALITY NOTICE: This document contains confidential information intended solely for the recipient(s) named herein.
The information set forth in this document may not be reproduced or disclosed by the recipients(s) without the prior written consent of the author.
