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Financial Statement Outsource Solutions

A Complete Solution

Since 1984, BDI has provided "single-source" solutions for financial statement composition, print, and mail delivery. With workflows configurable for every financial communication need, we help our customers contain costs while maintaining a secure and efficient delivery channel. One provider ... many solutions!

The millions of documents we have delivered via traditional mail as well as electronic (web) channels are testimony to the trust of our customers. We are proud of a tradition of architecting document and communication solutions that meet or exceed customer expectations.

With marketing-strong features and compliant designs, just a few features include:

  • Intelligent document
  • Brand-specific layouts
  • Data/job aggregation
  • Cross channel marketing support
  • Inline content validation
  • E-channel delivery on every application

Applications include:

  • Savings / Checking
  • Mortgage Billing
  • Patient Billing
  • Credit Card
  • MICR Check Support
  • Annual Statements
  • Tax Reporting

"Our statement products are fresh, easy-to-read and contribute greatly to our publications brand. We could could not be happier with this aspect of our client communications.

We also frequently tie Pre-Approval and other campaigns to the monthly statement cycle to ensure we present our offers broadly. We lean heavily on this approach because the statement delivery channel is cost-effective and always generates additional campaign revenue. " (MA)

eStatements posted

Tree 74,500
trees saved

Money $141 million
postage savings

Saving green
wherever we can!

Updated: March 2019

  • BDI specializes in the creation and delivery of documents and client communications for Web Channels, Traditional Mail and Archive Storage.

    Our mission is to match solutions to customer need with a keen eye on future technology and service requirements.

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TransPromo is a coined phrase for "targeted marketing" and related functionality. It applies to many facets of document creation and is not limited to any particular form of delivery.

By example, adding promotion to transaction-related documents often holds tactical advantage over separate delivery. Financial documents typically garner greater end-user attention . These documents, mailed or web-delivered, are a prime category for marketing and compliance-level communications.

TransPromo support is broadly available and includes:

This service includes personalized, "one-to-one" communications for all messages and attachments.

For more information, contact us to discover how this service can support your needs.