Document Solutions

Financial services and healthcare institutions face unprecedented challenges in delivering comprehensive, clear and concise information to clients, including:

• Responding to heightened concerns and regulations regarding protection of client data, security and business resiliency
• Reducing output costs without sacrificing quality
• Implementing green initiatives and electronic delivery solutions
• Overseeing vendors and suppliers

Meeting these challenges takes a document solutions partner with a clear understanding of your industry. BNY Mellon is a leading provider of critical delivery document solutions with a singular focus on printing for highly regulated industries such as financial services and healthcare.

Dedicated service fueled by leading-edge technology

Our dedicated document solution unit provides the highest level of privacy and confidentiality. We work diligently to ensure a service model that treats your data and documents as though they were currency.

Our flexible, leading-edge technology supports complex, hybrid delivery models with integrated print/mail and electronic/digital delivery options. Our comprehensive suite of services includes:

• Composition and design – including DALBAR® award-winning statement support
• Warehousing and procurement – competitive fees on materials through automation and purchasing power
• Full color digital print capabilities – a XEROX® Premier Partner utilizing state-of-the-art, continuous roll, high-speed printers and delivering full color capability
• Insertion services – state of the art, high speed insert technology and equipment
• Mail preparation and pre-sort – committed to reducing postage expense based on customization of documents to achieve qualifications for lowest postal discounts and delivery of high volume pre-sort services
• Special mailings – from compliance and proxy mailings to regulatory notifications
• ePresentment – all statements and tax documents available through your website
• eNotification – automated alerts when online documents are available
• Project management – dedicated project managers and subject matter experts
• Client services – a central point of contact, fully-integrated across the relationship

Who's helping you?

Turn to BNY Mellon for unparalleled dedication, experience and support throughout the investment process.