Financial Services
CGI has partnered with the financial industry for 40+ years, including but not limited to Brokerage firms, Banks and Credit Unions. Our comprehensive outsourced solutions support the hard copy & electronic design, production and distribution of any critical client communications required across all departments within your organization from Marketing to Operations to Compliance.
“CGI’s security, flexibility, and program support has been a game-changer for us! I would recommend them to every ops manager in our industry” – Operations Manager, Broker Services.
Solutions
Comprehensive document development and design services supporting full spectrum of file formats from PDF to delimited to data files
Wide array of B/W or Full-Color variable printing of transactional documents, regulatory mailings, and performance reporting for retail, institutional, and advisory accounts:
– Check Processing (MICR capability)
– Confirmations (Daily Trade, Daily Open Order, Daily Funding, and Quarterly Activity Summary)
– Letters (Compliance, Regulatory, and Marketing)
– New Account Onboarding Documents
– On Demand Communications
– Statement Processing (Monthly, Quarterly, Annually)
– Tax Documents (1099’s, IRA, Annual Reports)
Full Suite of Mailing & Fulfillment services including piece level tacking
eDocument Solutions including Web Hosting, eDelivery, and consent and bounce management
Analytics and Customized Reporting
Multi-channel marketing programs
Resources
Integration: Connect systems for efficient data flow
Document & Process Design: Configure content and programs for optimal presentation and efficiency
Online Tracking: Leverage barcodes for up to the minute status
eDocuments: Manage physical and electronic delivery seamlessly
Document Archival: Store historical data and forms in a secure and easily accessible location
Insurance
CGI has worked with the Insurance industry for 40+ years. Our experienced team understands the need to leverage data processing and seamless integration to build comprehensive solutions to support marketing, policy documents, cards, statements, and many more.
“Over the years, CGI has been flexible to meet the ever-changing needs of our insurance marketing program.” – Vice President, Insurance Carrier.
Solutions
Insureds’ bills and statements
Explanation of benefits (EOBs)
Lender placed insurance Letters
Notices of collateral protection
Resources
Integration: Connect systems for efficient data flow
Document Design & Formatting: Configure content and programs for optimal presentation and efficiency
Online Tracking: Leverage barcodes for up to the minute status
eDocuments: Combine physical and electronic delivery seamlessly
Document Archival: Store historical data, critical documents and reporting in a secure and easily accessible location
Healthcare
CGI supports hospitals, clinics or individual practices with our full suite of document production and archival solutions. Our focus is on quickly printing and mailing statements, invoices and other patient related correspondence to help expedite cash flow, collections and promote prompt communications. Our in-house programming and variable data personalization capabilities enable us to provide a wide variety of document printing and mailing solutions. Our archiving and disaster recovery solutions fully support your compliance with regulations.
“We selected CGI because of their security, ability to integrate into our systems, and programing support to create exceptional formatted documents.” – Office Administration Officer, Medical Offices.
Solutions
Patient & Customer Statements
Past Due Notices & Letters
Pre-Collection Notices & Letters
Third Party Collection Services Notices & Letters
Resources
Integration: Connect systems for efficient data flow
Document Design & Formatting: Configure content and programs for optimal presentation and efficiency
Online Tracking: Leverage barcodes for up to the minute status
eDocuments: Combine physical and electronic delivery seamlessly
Document Archival: Store historical data, critical documents and reporting in a secure and easily accessible location
Automotive
For 40+ years, CGI has partnered with the automotive industry providing comprehensive print, mail, and eDelivery solutions to support operational efficiency and reduce program expense, all delivered with complete end-to-end tracking and visibility.
“CGI’s print and mail programs are a well-oiled machine making our dealership and service center program run smooth!” – General Manager, Auto Dealership.
Solutions
Marketing Materials: Letters, pressure-sealed mailers, coupons, contests, surveys, email programs, landing pages
Service Programs: Reminder cards, thank-you letters, cross-sell programs, follow-up letters
Contracts: Lease & loan statements, privacy letters, collection and NSF letters
eDocuments: Combine physical and electronic delivery seamlessly
Office Documents: Invoice and statement processing, digital document services, tax document processing, laser printing
Resources
Integration: Connect systems for efficient data flow
Formatting: Configure formatting for optimal presentation and efficiency
Online Tracking: Leverage barcodes for up to the minute status
eDocuments: Combine physical and electronic delivery seamlessly
Document Archival: Store historical data and forms in a secure and easily accessible location
Education
CGI can design and implement customized direct mail and online enrollment campaigns for graduate, eMBA, continuing education, certification, non-certification, online learning, adult learning, as well as professional studies. From custom programming and design to tracking and analytics, CGI can develop a custom marketing program in line with your objectives and budget.
“We work with CGI because their values align with our organization. They are flexible and fast and keep our students the #1 priority.” – Student Services Director.
Solutions
CGI supports a wide variety of administrative document programs for the educational industry including:
Laser Printing including Books, Manuals, Newsletters and Reports
High-Volume Legacy-to-PDF Conversion
Document Mailing & Distribution
Resources
Integration: Connect systems for efficient data flow
Document Design & Formatting: Configure content and programs for optimal presentation and efficiency
Online Tracking: Leverage barcodes for up to the minute status
eDocuments: Combine physical and electronic delivery seamlessly
Document Archival: Store historical data and forms in a secure and easily accessible location
Professional Services
CGI supports law firms, employment screening firms and the collections industry with end-to-end solutions for high quality and reliable document production, distribution, and fulfillment. We drive down costs and simply workflow. Our development team and variable data personalization enables a wide variety of document printing and mailing solutions.
“I remember when we handled our printing and mailing in-house. We now use CGI and only wish we would have made the decision years earlier.” – Partner, Multi-StateLaw Firm.
Solutions
Past Due Notices & Letters
Multi-Channel Marketing Program
Resources
Integration: Connect systems for efficient data flow
Document Design & Formatting: Configure content and programs for optimal presentation and efficiency
Online Tracking: Leverage barcodes for up to the minute status
eDocuments: Combine physical and electronic delivery seamlessly
Document Archival: Store historical data, critical documents and reporting in a secure and easily accessible location
Credit & Collections
CGI can offer a complete turn-key solution for credit and collection letter print mail production. We offer several advantages over in-house processing, including cost, accuracy, speed, security, customization, and programming. We set up and schedule incremental programs with escalating demand letters for each mailing.
“ We have been partners for 15+ years and every day we feel the value of the partnership. CGI invests in their business and that benefits us.” – Vice President, Credit Services.
Solutions
Data Cleansing Tools: National Change of Address (NCOA), Coding Accuracy and Support System Certification (CASS) and Delivery Point Validation (DPV)
Tracking: Track delivery of mail using Intelligent Mail Barcode (IMB)
Savings: Presort to guarantee you the lowest possible postage rate
Program Example
Standard Collection Letter Program: Printed Personalized Custom Letter, #10 Double Window Envelope, #9 Return Envelope, Data Processing, Digital Imaging, Folding, Inserting, First Class Postage
