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Direct marketing agency SAS70 Security Certification
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Transactional Document Outsourcing

Credit Union Statements

Trust your member communications to the statement experts

Reading draft share or quarterly statements is the most common and frequent credit union member experience. Clear, accurate, timely and easy-to-read statements nurture good member experience.

For both increasing credit union statement efficiency and security – and creating a better member experience – SourceLink offers deep credit union statement knowledge and a wide breadth of best-in-class services.

Credit Union Statement Processing

SourceLink is a statement processing powerhouse – in just one of our locations, we process 20 to 40 million statements a month. In fact, we're the U.S. government's largest variable data printer and one of the largest transactional document outsourcing providers in the nation. Between share draft statements and quarterly statements, SourceLink processes nearly 200 different credit union statements per month nationwide. SourceLink offers...

  • Familiarity with all formats
  • Fast setup
  • Quick handling of changes
  • Custom formats
  • Automated processing
  • Secure FTP accounts
  • Intelligent inserting barcodes
  • Statement reformatting
  • SAS 70 Type II Certified data security

Credit Union Statement Redesign

Your statements are the foundation of your member communications. And that's why more and more credit unions come to SourceLink for statement redesign and custom formatting. Whether it's monthly and quarterly statements, SourceLink's experience and data processing power allow us to manipulate standard print image files and turn your statements into clear, concise and effective communications.

Credit unions have a powerful communication advantage – 95% of transactional documents are opened and read each month…far more than any other direct response communications. This means you have a great opportunity to...

  • improve member experience
  • reduce operational costs
  • easily accommodate new financial regulations

Ask SourceLink for an assessment of your current statements – and take the first step to improving your first line member communications.

SAS 70 Type II Certified Data Security

SourceLink completes annual SAS (Statement on Auditing Standards) 70 Type II Audits. The reporting requirements established by GLBA, HIPAA, state privacy laws, and Section 404 of the Sarbanes-Oxley Act have made SAS 70 audit reports increasingly relevant. These reports are always available to fulfill your reporting requirements.

SAS 70 Type II is an auditing standard utilized by service organizations to demonstrate their internal controls and security practices to their clients. By completing the SAS 70 audit, SourceLink now offers third-party verification of its significant control practices and operational procedures. The independent SAS 70 audit was conducted by Plante & Moran, PLLC, a public accounting and consulting firm who evaluated and tested our internal operational controls and processes.

Conducting a comprehensive SAS 70 audit requires substantial financial and time investments, but SourceLink considered the review a mandatory aspect of our continuing commitment to process improvement. Our dedication to exacting security methods and internal controls has allowed us to consistently offer our clients an unprecedented level of quality, service and data security. The SAS 70 audit shows that we make our business processes and the security of our clients’ data top priorities. Our clients can be confident that the findings of the SAS 70 audit accurately reflect our reliable, highly secure internal controls.


Credit union statement processing
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