Transactional Document Solutions Integrated solutions for business-critical communications

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1 Transactional Document Solutions Integrated solutions for business-critical communications

2 Financial Services Outsourcing Rely on a trusted leader to maximize your investment in communication services. Now more than ever, financial institutions are looking for ways to maximize the value of each customer touch-point. For many institutions, transaction-based communications, such as statements and bills, payment books, and compliance and regulatory notices often represent the most underutilized form of regular customer contact. At NCP Solutions, we work with you to assist in making these communications work harder to properly convey your message, strengthen your brand and improve cash flow. Over the course of four decades, NCP has served as the communications provider of choice for over 4,000 clients in a wide array of markets including: Mortgage Lending and Servicing Banking Credit Union Consumer Finance Credit Card Auto Lending Student Education Investment Services Healthcare and Insurance

3 Form and Envelope Manufacturing From commercial form and envelope manufacturing to print and mail, NCP provides a comprehensive solution to your transactional document needs. Forms and envelopes are essential components of any transactional document lifecycle. It is for this reason that NCP operates a fully integrated commercial print and envelope conversion facility. Outsourcing your forms & envelopes to NCP enables your enterprise to more effectively apply valuable human and financial resources to core functions and key business challenges, while leveraging the proven expertise of a world-class, integrated service provider. From paper rolls to finished product, NCP produces a variety of high-quality products to meet your business needs while reinforcing your corporate image. Cut Sheet and Continuous Forms Letterhead; Security and Promotional Checks and Checkletter Forms Label/Form Combinations Mailer and Business Reply Envelopes Banded Return Envelopes Inserts and Buckslips

4 Customer Communications Management Gain control of the communication lifecycle while adhering to corporate and compliance guidelines. Document Management The content, data and business logic that drive the composition of statements, invoices, regulatory and compliance letters, privacy policies and other mission-critical documents are constantly changing and require rapid implementation for print and electronic formats. To address these challenge, NCP utilizes a high performance Customer Communications Management (CCM) system to meet the needs of its clients. The foundation of this solution is the template designer application with key features that include: Single application for design, composition and production Data integration as part of the overall document composition for personalization and customization Multiple output formats including print and electronic to interact with customers via preferred channels Instant electronic proofing for better quality control Graphical User Interface to reduce load on application resources Broad-based operating system support In conjunction with the template designer, the CCM system utilizes an online editing and collaboration tool that enables business users to compose, revise and approve content in document templates. This solution is role-based, complete with a full approval and document transfer system as well as built-in auditing technology. Features and Functionalities Single interface to manage letter content Modify existing letters in a template-based system Customize marketing or variable messages and images Proof PDFs instantly after modifications are applied Multi-Channel Output Design your communications once while optimizing the output for paper or electronic media. Multi-channel output offers a single source for communications to be delivered through the channel of choice to the consumer. Through the use of multi-channel delivery, organizations have improved customer experience, satisfaction and retention. Content Management and Version Control Precision and control ensure the consistency and accuracy of messages and the integrity of your brand. With the CCM system, customers can leverage an internal content management capability that enables the ability to monitor and control processes. And as a document moves through its lifecycle, the CCM system can help to capture document changes and make versions available to meet business needs. Data Processing and Conversions NCP accepts multiple incoming data streams and produces a variety of outgoing data streams to support print and electronic output. NCP is experienced with a broad array of data formats and transmission mediums, and has garnered subject matter expertise in all major servicing platforms.

5 Electronic Document Management Optimize the customer experience while meeting business needs. Multi-Channel Output and Online Retrieval In today s society, consumers expect the convenience of 24/7 access to information. Online account management through PCs, smartphones and now tablets has become second nature as consumers control when, where and how they choose to interact. Recognizing that a statement or bill is often the most frequent point of contact with consumers, NCP s electronic document management solution enables organizations to meet consumers at their point of preference through multi-channel output and online document retrieval. Long-Term Document Archive, Retrieval and Presentment NCP s document archive and retrieval solution is based on Solimar Solutions SOLsearcher Enterprise. SOLsearcher is a powerful and highly-secure electronic document delivery and web presentment solution that enables organizations to effectively index, store, search and retrieve large collections of documents. Documents to be presented electronically may include, but are not limited to: statements, bills, notices, letters, tax, compliance and regulatory documents, explanation of benefits, and an array of other customer-facing documents. Key Benefits: Secure, highly available, scalable and redundant Precision indexing provides rapid search and retrieval Supports storage requirements from terabytes to exabytes and days to years Presents files as PDF and other industry standard formats Notification Let NCP manage your notification process by delivering communications on your behalf to confirm consumer registrations, notify consumers that statements are ready for viewing, acknowledge updates made to consumer profiles and more. Tracking and Reporting Make informed business decisions with NCP s reporting tool. Our system provides up-todate information relative to your electronic communications, giving you on-demand access to delivery details, open rates, bounces, unique views and more. Regulatory and Compliance NCP s information systems are designed to help clients meet regulatory and compliance needs through built-in audit capabilities that track and record events including file receipt and transfer of images to the client. NCP has implemented a tracking mechanism within its image storage and delivery system to provide independent verification of storage, retrieval and delivery.

6 Print and Mail Leverage the expertise of a world-class service provider while you focus on core business needs. Transactional Communications Unleash the potential of your transactional documents to improve business processes, enrich relationships, stimulate account activity, manage risks and drive down costs. Statements and Bills Optimize statements to present complete account information, transaction details and promotional messaging. Reinforce your brand using color and graphics. Payment Books This option offers the convenience and costeffectiveness of combining remittance coupons, mailing labels, escrow analyses, end-of-year documents, marketing inserts and banded return envelopes into a single package. Scan lines and MICR encoding are available for added security and automated payment processing. Take advantage of message lines to advertise or communicate important information. Regulatory and Compliance Documents Today s institutions are placing greater emphasis on risk management in order to address the increasing challenges presented by legal compliance requirements. To help your business meet these stringent standards, we offer a suite of products designed to protect your interests and the markets you serve. Tax and Year-End Documents Credit Declination Letters Past Due Notices Collection Letters Foreclosure Notices Certified Mail Class Action Notices HIPAA Notices and Documentation Privacy Notices Checkletters and Convenience Checks Whether chosen from our library or custom designed, these products encourage usage within existing accounts, welcome new customers and reward those with preferred status. All check products include a host of security features from lock logo marks to seals and security screens, resulting in effective marketing tools. Front Cover 5200 EAST LAKE BLVD BIRMINGHAM AL P A Y M E N T B O O K S AVAILABLE IN 4 COLORS SAMPLE BOOK 5200 EAST LAKE BLVD BIRMINGHAM AL L OPTIONAL B&W LOGO ON FRONT COVER

7 Mail Services Address your mail challenges with NCP s postal facilities. Onsite. Full-service. USPS approved. Leverage our knowledge and experience to: Improve Mail Deliverability Manage the Mailstream Improve Cash Flow Improve Speed to Market Reduce Costs Improve Business Processes NCOA Link Service Improve deliverability of critical communications with our address correction services. When applied prior to mailing, address corrections speed products to market, improve cash flow and prevent costly r ings. Payment Tracking Empower your organization to make fact-based decisions relative to accounts receivable and cash flow management by tracking the status of inbound remittances. Lockbox Auditing Monitor the performance and timeliness of your lockbox service providers with reports of inbound payments. Certified Mail Deliver critical documents with confidence by applying Certified Mail service to Priority Mail or First-Class Mail. This special service provides mailers with proof of mailing and delivery verification. Electronic Return Receipt Receive legal proof of delivery with this cost-effective, digital option to Return Receipt service for Certified Mail. It provides online tracking at USPS.com, a digital image of recipient s signature, and seven year document archival. Inkjet Addressing Personalize your mailings with this high-quality, economical addressing solution. Add impact and improve readability by including color, variable text and graphics. Return Mail Processing Reduce costs associated with returned mail, including delayed receivables, missed opportunities, additional printing and mailing, all of which impact your bottom line. Intelligent Insertion Improve the effectiveness of mailings by including additional envelope content, such as buckslips and advertisements, into select mailpieces. USPS Presentation NCP operates fully-approved mail facilities to help make the USPS delivery channel as cost-effective as possible for its clients. Mail services include in-house Pre-sorting, ZIP Sorting and Commingling, which enable NCP to maintain control of mailings until they are accepted onsite by the USPS.

8 Information Systems Create a pathway to operational efficiencies with full-service, web-based solutions. Next Generation Customer Information System NCP s customer information system, Portal, is a secure application that presents operational-based information to users in an easy-to-navigate web interface. Portal provides transparency into our operations; thereby enabling visibility and accountability to works in progress. Further, Portal supports online research and resolution of problems twenty-four hours a day, seven days a week. Key Features Deliver Value Across Your Enterprise Production Dashboard. Monitor workflow from file submissions, jobs in production, to jobs completed. Piece Level Tracking & Viewing. Access production data and PDF image of statement at customer record level of a file. Reporting. Audit performance metrics through standard & ad hoc production reporting. Online Proof & Approval. Sample, proof and approve PDF images of statements prior to production release. Inventory Management. Manage custom stock items with convenient access to quantities on hand, item details and usage reporting. USPS Mail Tracking. Link directly to the USPS to track the status of inbound and outbound mail, monitor cash flow or audit lockbox performance. Invoice Management. Simplify invoice reconciliation with online access to invoices linked directly to production data for immediate validation of charges. Collaborative Content Exchange. Share project information, data files and artwork conveniently and securely with NCP.

9 End-to-End Document Workflow Discover the value of a vertically integrated business supplier. Drive Down Costs NCP s fully-integrated supply chain enables organizations to reduce costs while leveraging the expertise of a worldclass service provider. From form and envelope manufacturing to fullservice mail facilities, our end-to-end operation offers the right mix of solutions to streamline business processes and impact your bottom line. Business Continuity NCP operates two separate production facilities and additional offsite warehousing to fully support disaster recovery and business continuity.

10 Outsourcing Considerations Benefiting from Business Process Outsourcing Sourcing end-to-end business processes to qualified partners allows for greater focus on missioncritical efforts. In addition, outsourcing significantly reduces capital investments in non-core business areas. These high fixed-cost investments are replaced by variable costs, which automatically adjust as your size and needs change. No more capacity utilization worries; no more return on asset concerns. Selection Criteria Choosing the right outsource partner is vital to realizing desired results. NCP s Professional Service Staff has the knowledge and experience to seamlessly transition even your most complex communication applications. Our time-tested methodologies are designed to provide each customer with the ideal solution to address current needs, while anticipating future business objectives: Key Differentiators Commitment to Quality and Innovation Industry Expertise and Reputation Process Improvement Focus vs. Process Replacement Relevant References of Demonstrated Success Scope and Scalability of Technology and Resources Implementation and Project Management Expertise Financial Stability and Resources Interest and Involvement of Executive Leadership Vertical Integration and Business Continuity Data and Operational Security

11 Service Delivered Through unmatched client service and support, we are there every step of the way helping you to leverage your most critical customer touch-points. Fundamentals Ensure Your Success We listen to understand your business challenges and the environmental forces that impact them We document each step of the implementation lifecycle We communicate with your team, working with a sense of urgency toward your end goal We focus on continued process improvement disciplines to ensure our implementation processes are industry-leading Implementation Made Easy Our cross-functional teams are equipped with the ability to think strategically and act tactically. From application design and development to validation and testing to release management and ongoing support, our professionals are there with you every step of the way. Privacy and Security In 2011, The American Institute of Certified Public Accountants (AICPA) created the Statement on Standards for Attestation Engagements (SSAE) No.16, effectively replacing SAS 70 with Service Organization Control (SOC) reporting. As of January 2013, NCP Solutions completed its Service Organization Control (SOC) 2 Type 2 report in accordance with SSAE No.16, further demonstrating its continued commitment to protecting and safeguarding customer data and information.

12 About Us Over the course of four decades, clients across various industries including financial services and healthcare, have relied on NCP Solutions industry-leading expertise to optimize the effectiveness of their critical business communications. Accuracy, security and reliability are the cornerstones of service delivery; freeing clients to focus on core business needs. NCP Solutions, LLC is a wholly owned subsidiary of Harland Clarke Corp East Lake Blvd. Birmingham, AL NCP Solutions is a non-exclusive Limited Service Provider Licensee of the USPS. The following trademarks are owned by the USPS: NCOA Link, Certified Mail, ZIP, Priority Mail, First-Class Mail, usps.com and USPS. AD# Harland Clarke Corp. NCP Solutions and NCP Solutions logo are trademarks of Harland Clarke. All rights reserved. v042514