Secure Communications
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 recipient(s) without the prior written consent of the author.taylor.com October 26th 2022
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Overview
Company
taylor.com
Our Promise to You
OVERVIEW
Highly Engaged Leadership
Our belief is that all levels of leadership engagement are critical to building strong partnerships.
Industry Expertise
40% of our clients are within the financial services industry. Ongoing industry conferences and association participation.
Financial Leadership
As a privately held company under Taylor Corporation, we enjoy unique access to capital and financial security.
Investment and Innovation
Commitment to ongoing investment and innovation to service you as our client.
Extension of Your Team
Our financial services clients said, “Taylor is more than our vendor. They are an extension of our team.”
Top 10 Client
No single client represents more than 8% of our annual revenue. Deloitte will be a prioritized top ten client for Taylor.
Large Partnership Experience
Many of our clients are on the Fortune 500 list and they say, “Taylor is more than our vendor. They are an extension of our team.”
Implementation Success
We are well-versed in working with large clients to optimize programs and in-plant divestitures. We bring best practices to the table.
COMPANY
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We Know Banking COMPANY OVERVIEW 4 Customer Communications Customer communications is a narrow specialty with broad implications for your brand and business. We’ve got this. We stay on top of industry trends to provide you with the latest information to streamline your communications and reduce cost. Streamlined Specialization Market Growth Partner We continuously invest in industry-leading talent and technology to deliver print and digital communications with absolute security and control. Targeted data integration with omni channel solutions maximizes your communications to their fullest potential.
Taylor’s proactive approach to supply chain management has minimized the impact on our clients. We are committed to providing high-quality products and services and have implemented the following strategies to maintain our receivables:
Taylor established additional supplier relationships while shortages were still predictions. This proactive step expanded our procurement opportunities before suppliers began refusing new clients and new orders.
Taylor has significant purchasing power and maximizes order volumes, giving us a high priority with suppliers.
We increased our inventory to an additional 2 4 months of available stock with purchase orders completed months in advance.
Taylor orders directly from the mills, eliminating supply chain steps resulting in order efficiency and faster turn times.
1 2 3 4 Supply Chain COMPANY OVERVIEW 5
Solutions Overview VERTICAL-SPECIFIC SOLUTIONS 6 ● Both data and pre-composed input ● USPS compliance processing ● Data consolidation and manipulation Data Services ● Variable data programming ● Document rendering ● Archiving and viewing Page Composition ● Print and mailing services ● E-channels ● Integration specialization Omnichannel Delivery ● Status and proof management ● Document change management ● Ad hoc statement messaging Tracking and Reporting Electronic Solutions Email SMS Web Services Preference Management Payment Presentment Taylor Access and Taylor Editor Archiving Print and Mail Traditional Delivery Certified Mail Mail Tracking Address Correction Multi-Facility Approach Outputs Welcome Letters Billing Statements Collection Letters Automated Extension Letters Maturity Kits Correction Letters Asset Recovery Letters Personalized Video Statements Our Product Groups
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Operations
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Print Production Platform OPERATIONS Marketing and Transactional Mail Services ● Nationally integrated production footprint ● State of the art digital technologies ● Built-in business continuity Production Facilities ● Arden Hills, MN (HQ) ● Charlotte, NC ● Fort Worth, TX ● Grove City, OH ● Sacramento, CA 8
Dual-Site
Print Production Platform OPERATIONS
Production Model ● Reduced in-house delivery turn times ● BC/DR functionality Physical and Data Security ● ISO, SSAE-18 SOC2 Type2, HIPAA, HITRUST, PCI (2020) ● GLBA standards ● CCTV and card access systems Optimize production channels ● Consolidated processing ● White paper workflow ● Standardized window envelopes ● Onserts and/or inserts dynamically added High-speed inkjet — full color ● Continuous and cut sheet Production tracking ● 2D barcode control Quality Control ● ISO 9001 standards with a strong focus on lean, six-sigma process standardization, continuous improvement and customer satisfaction 9
Delivery Optimization OPERATIONS 10 USPS Secure DestructionAddress Data Standardization and Cleaning Return Mail Processing Leverage Taylor Postage Experts Activate Postage Management Determine Concentration Levels Aggregate Production Applications National and Local Carrier/Courier Relationships Optimize Presorting (Direct Presentment and Commingle) Household Content
Production Management
Production
How often is it updated?
We have a strategic equipment five year plan that is designed to keep our fleet performing with the highest levels of uptimes and quality. A multi-level criteria is used to drive the decision to repair, replace or retire. Over the past three years we have invested in excess of $10M in the updating of the platform.
What is the annual capacity?
In excess of 2B mail packages
How do you manage capacity within your footprint and facilities?
We utilize a Sales and Operational Planning (S&OP) process. This position is full time and reports directly to the Chief Operating Officer.
When are your production peaks?
Year end, quarter end and month end, as well as late charge cut-off. January is our busiest month of the year across the platform.
OPERATIONS
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Production
Strategy and Innovation
Market Strategy
Taylor continually conducts market research and attends industry trade group meetings to ensure we stay current with trends, challenges and strategies. Our focus on seeking out improved solutions allows us frequent and early access to the innovation pipeline.
Technology Innovation
We have invested over $120M in technology and will continue that trend in the future. As technology and business changes, our investments and relationships with leading equipment, software and technology providers allows us to supply the most innovative and modern print and digital management programs.
Production Fleet Management
We have a strategic equipment five-year plan that is designed to keep our fleet performing with the highest levels of uptimes and quality. A multi-level criteria is used to drive the decision to repair, replace, or retire. Over the past three years, we have invested in excess of $18M in the updating of the platform.
Management OPERATIONS
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Technology Overview OPERATIONS ● Content Creation and Management ● Template Rationalization ● Digital Transformation ● Customer Experience Management ● Web Service/API Integrations ● Production Management Dashboard ● Preference Management ● Video Communications ● Print and Fulfillment 13
Data Security 02
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Information Processing DATA SECURITY 15 ● Composition services/raw data or pre composed ● Accept data in virtually any digital format from JSON to fixed field ● Normalize the data with commercial ETL tools Data Processing Compliance and Consolidation Document Creation Secure Delivery ● Perform postal cleansing and optimization ● Configure applications that flow normalized data through client business rules and document composition templates ● Generate page images, emails and SMS communications using state of the art tools — OpenText Exstream, Quadient Inspire and XMPie ● Deliver documents via print and mail, electronic messaging, and portal retrieval ● Provide visibility for 100% production tracking and document fidelity
Job Monitoring and Controls DATA SECURITY 16 Processing is initiated via information delivery into Taylor’s systems — “Push” or “Pull” model Support for encryption, MD5 checksums and custom input validation routines Exception information is pushed to stakeholders (internally and externally) Data ETL processes coupled with custom business rules and output templates create finished output Repository services ● Client’s service staff have access to recipient’s document in call center service scenarios ● Client’s service staff can reinitiate document redelivery to consumers via print and mail, email and fax delivery options ● Consumer viewing API services enable NFCU’s clients to view their documents via a NFCU web property
• Taylor uses common standards and applications to facilitate the transfer of work from center to center within our distributive network and routinely shares work across sites based on client distribution requirements and approval.
• Under this scenario, if a center is unable to perform because of an act of God or other external event/disaster, we provide commercially reasonable back-up and support services.
• Client-specific commitments are identified and validated during the scoping and implementation process based on client requirements.
• Taylor has a formal disaster recovery plan and a designated risk management group that oversees it.
• As needed, we can provide more details of the plan in direct conversation.
Business Continuity DATA SECURITY 17
Standards and Applications Disaster Recovery Plan
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Quality Assurance DATA SECURITY 18 Programming Samples New Project and Program Implementation Job Instructions Setup Printed Samples Setup Samples Print Production Scan Line Placement Print Quality Setup Verification Insertion Barcode Verification Mail Piece Integrity Touch and Toss Damaged in Process Presort Validation Reports Mailing Reconciliation (100% Mailings)
Client control over data,
rules
Self-service automated workflows
Track
SLA
and reporting
Monitor the
every stage
Key Benefits DATA SECURITY 19
business
and assets Approve or pull pieces from production with one click
the delivery status of mailings down to the individual piece
management
Manage the delivery preferences of your customers across multiple channels
status of jobs at
of production Enable your service organization to communicate with your customers in real time
Accessibility and Creation 03
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Delivering control, efficiency and speed-to-market Taylor Access ● Production status ● Proofing ● Document view ● Messaging Taylor Editor ● Change management ● Template design ● Proofing protocol ● Versioning 21 10K client user accounts Self-Service Online Tool ACCESSIBILITY AND CREATION 1.5M annual user sessions
Taylor Access is a portal that provides 24/7 transparency, compliance, and control for all your customer communications. Production Management Production status, proofing, piece-level tracking Client Services Management Search and view documents, communication history Content Management Dynamic ad hoc messaging, rule-based Reporting Performance reports and usage statistics 22 3,700+ customers using it daily Self-Service Online Tool ACCESSIBILITY AND CREATION 9K+ client user accounts 813.5M+ PDFs generated annually 1.5M+ annual user sessions
● Legacy/core systems ● Precomposed files ● Preference ● Tracking APAIServices 23 Communications Platform ACCESSIBILITY AND CREATION Client Data ● Editor: communications management ● Access: Dashboard Client Management Tools EBPP • PDF • Email • SMS • Web • Mobile • Social • Fax • ADA • Print and Mail Omnichannel Output Data Management ● Normalize ● Cleanse ● Channel optimization Control Center Platform Content Management ● Template management ● Asset management ● Rule library ● Communication output Output Management ● Preference management ● Channel delivery ● Track ● Report Archive ● Content ● Archive ● Consumer viewing ● SSO ● Data transmission
Composition OPENTEXT EXSTREAM XMPIE QUADIENT START COMM. Customer Interaction 24 Content Management Integrations ACCESSIBILITY AND CREATION EcommerceDashboard SELF SERVICE INTERVIEWS INTERACTIVE Pre-Processor Messaging Data Pre Composed Index PDL FTP/PGP Push XML XML Postal Processing OMS WMS Transportation System Post-Processor Order XML Audit Control Print Transform Distribution Omnichannel Output PDF • Email • SMS • Mobile Web • Archive • Fax • ADA Print Order • XML • Postscript PDF/ADP • Audit Control PDF QA/EDIT PDF Approval PDF Release Custom Data
E-Solutions 04
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26 Preference Center E-SOLUTIONS CONSENT TO USE OF ELECTRONIC RECORDS Online Banking Enrollment Consent to Use of Electronic Records Preference Center includes: ● Unlimited preference configurations ● Print, email, SMS ● Client branding ● Support for multiple languages ● Configurable confirmation ● Data management
27 Email and SMS E-SOLUTIONS Email and SMS include: ● Seamlessly integrated with print communications ● Responsive design ● Opt-in compliance ● Full reporting and analytics for compliance and strategy
Mobile
28 Mobile Web and Apps E-SOLUTIONS
Web ● Optimized, responsive sites for mobile devices (phones, tablets) ● Real-time data ● Better customer experience Mobile Apps ● Downloadable, purpose-specific ● Designed for high frequency use
Bringing it All Together taylor.com
Direct Mail Lifecycle BRINGING IT ALL TOGETHER 30 Targeted Data Creative, Taylor Editor Production, Taylor Access Analytics and Reporting, Taylor Access OmnichannelProgramming, Taylor Editor
Key Teams Ensuring Success
Account Management Team
OUR SOLUTIONS TEAM OF EXPERTS 31 Technology Team Creative and Delivery Team Production and Operations Team
Enhance Your Business Efficiencies ● Data-Driven Strategies ● Innovation Improve Your Profitability ● Leverage Technology ● Optimization ● Powerful Logistics Summary: Common Goals and Success CLOSING SLIDES 32 Strengthen the Customer Experience ● Hyper-Personalization ● Brand Consistency ● Digital and Physical Deep knowledge/experience of your industry Robust operations platform User-friendly technology Onboarding expertise Account management expertise Financially secure
Questions? Adam McKenzie adam.mckenzie@taylor.com | 301.302.3689 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 recipient(s) without the prior written consent of the author. taylor.com
