Financial Solutions

Director of Marketing

“I want someone I can trust with new client acquisition and retaining customer loyalty”

While compliance with new regulations and new competitors remain major challenges, maintaining customer loyalty is considered to be the financial industry’s biggest challenge. Organizations are responding by making significant investments in core systems replacement, digital channels, and data analytics to ensure their ongoing competitiveness.

Challenge #1: DRIVE NEW BUSINESS

KP has a multitude of outbound and inbound marketing services under one roof for better targeting, speed to market, and creating those unique campaigns for market distinction to acquire prospects.

Here are some solutions for driving new business:

Challenge #2: CONSISTENT BRANDING & MESSAGING

Our customer communication web portals allow marketers to take control of brand identity and materials using the following:

Also, with document automation, we can manage all your assets in libraries and use them to automatically populate templates across multiple channels.

Challenge #3: USE MULTIPLE CHANNELS FOR ROI

Our document automation enables marketers to effortlessly optimize document production and delivery across any channel – including print, email, web, and mobile.

Document automation offers:

  • Variable document options
  • Personalized messages
  • Cost reductions using cheaper channels when applicable (like opt-in emails after direct mail pieces have solicited responses to redeem offers)
  • Multi-channel distribution options – See the video for more info

Procurement Manager

“I look to experienced vendors to proactively provide cost reduction strategies.”

Financial organizations face pressure on profit margins from new and non-traditional competitors. This requires streamlining their operations supply chain. These supply chains are complex, sophisticated processes. However, if you know the specific areas to concentrate on you can achieve the most efficient and effective programs to mitigate risk, lower costs, and increase profits!

Challenge #1 : MAINTAIN THE HIGHEST QUALITY POSSIBLE

Our ISO 27001 and 9001 certifications ensure that Information Security and Manufacturing processes meet the highest data integrity, quality, and compliance criteria.

We maintain a formal quality control program that includes:

Challenge #2: FINDING COST SAVINGS IN OPERATIONS

We have significant experience working with companies implementing proven cost reduction strategies throughout the communications, print, and material supply chains.  These are all managed in on-going supplier programs and strategic supplier status.

These strategies reduce total costs by mutually addressing key areas such as:

  • Delivery methods
  • Product reengineering
  • Vendor consolidation
  • Continuous process improvement

Compliance Officer

“I want to sleep at night knowing that our vendor is protecting our data and systems from attacks”

Financial Institutions are under increasing pressure from regulatory bodies, government, and their own boards to improve quality and speed of reporting, insight, and decision making.  They are also taxed with reducing risk exposure, complying fully with all regulatory mandates, and identifying emerging threats.

Challenge #1: MITIGATE RISK

Mitigating risk results from working with proven partners who have formal, third party audited certifications and programs.  KP processes include:

Challenge #2: MANAGE REGULATORY COMPLIANCE

Federal requirements in this ever-changing industry require considerable due diligence to track changes in laws, codes, and company requirements.

We use the highest rated industry document composition software and secured templates for easy and quick updates resulting from regulatory changes across all SKUs in every channel.  See the video for more information.

Challenge #3: CONDUCT RISK ASSESSMENTS & SECURITY AUDITS

Keeping your data safe is our top priority.  That’s why our third party audits and data security programs include:

  • ISO 27001:2013
  • SSAE-16
  • PCI DSS
  • Security assessments
  • Questionnaires
  • Routine business reviews
  • Quality program maintenance