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Secure, Compliant Marketing for Financial Services

Consumers today demand trusted relationships with the brands and service providers they choose to work with, particularly when it comes to the financial service institutions – who customers rely on to keep their information safe and secure.

OneTouchPoint’s integrated marketing services and technology platform, U.Connect, combines online and offline traditional marketing and communication strategies to create powerful customer experiences, while ensuring materials are compliant and your data secure.

Engage Across the Customer Journey

  • Hybrid Customer Journeys | Whether face-to-face, or online, OneTouchPoint brings brand consistency and coordinated messaging across all marketing channels.

  • Stay Compliant | Lock down content to ensure compliance with state and federal regulations and execute compliant communications with secure mailing.

  • Up-to-the-minute Print | From marketing brochures to documents containing highly sensitive information, OneTouchPoint handles communication at scale.

  • SOC 2 Compliant | At OneTouchPoint, we conduct annual testing for compliance with applicable Security & Confidentiality controls as outlined within the SOC2 Type 2 framework.

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Full Stack Solution

  • Marketing Execution
  • Print Production
  • Supply Chain
  • Brand Management

Seamless Coordination of Marketing and Product Communications

Manage print and digital communications on a global scale. Launch campaigns from headquarters or enable the field to localize, customize, and order pre-approved library assets—speeding time-to-market while ensuring brand quality and consistency, giving full transparency and insight into activities, costs, and performance with enhanced reporting and analytics.

Products & Services
  • Marketing Resource & Brand Hub
  • Order Management
  • All Things Print
  • Direct Mail
  • Promotional Items
  • Fulfillment Services
  • Shipping/Tracking Reports

Flawless Production of Branded Product and Marketing Materials

As a single-source partner for all things print, OneTouchPoint ensures each and every touchpoint your customers have with your brand meets quality standards. Our full-scale, commercial printing and web storefront capabilities and our national partner network offer a turnkey solution to produce stunningly-branded materials at the most cost-effective rate. Including marketing collateral, grand format items, and digital print-on-demand—OneTouchPoint delivers flawlessly produced customer engagement materials.

Products & Services
  • All Things Print
  • Digital Print-On-Demand
  • Direct Mail
  • Wide & Grand Format
  • Packaging

Efficient Management of the Marketing Supply Chain

OneTouchPoint provides end-to-end support for the marketing supply chain throughout the customer lifecycle. Whether you’re announcing a new product, launching a local sales promotion, or kitting and shipping products and collateral—OneTouchPoint has the capabilities and capacity to serve as your single source partner, offering inventory management, print production, and fulfillment services. Experience efficient management of the marketing supply chain while reducing costs and cycle times with OneTouchPoint.

Products & Services
  • Vendor Managed Inventory
  • Supply Chain Management
  • Print & Mail Room Management
  • Print & Paper Brokerage
  • Sourcing & Procurement
  • Kitting & Assembly
  • Warehousing Logistics
  • Fulfillment
  • Promotional Products

Scalable Managed Service Delivery Fueled by Technology

OneTouchPoint’s U.Connect platform helps companies take control of their brand, budgets, and future, serving as a central command center for flawless marketing execution and supply chain management. U.Connect enables end-to-end management of local, national, and global marketing campaigns and programs from creation to distribution—offering digital asset management, governed localization and customization, Web2Print on-demand ordering and fulfillment, budgetary and financial controls, and in depth analytics.

Products & Services
  • Comprehensive branded material management
  • Centralized control of local campaigns
  • Simplified multichannel execution
  • Personalized and localized brand materials

Problems we solve

Inconsistent branding across branches

With U.Connect, your marketing and sales teams will have access to your corporate approved branded assets, marketing plans, programs and promotions ensuring brand consistency across the enterprise. Invite your dealers and dealer networks to access the literature and sales items they need.

Numerous branch support requests

Free your team’s time by providing branch managers access to a pre-approved asset library. Users can customize, personalize or localize specific content, download, purchase, have the piece printed on demand. Orders are fulfilled from our warehouse and shipped directly to the correct location. And with a 99.92% accuracy rate, you can be assured that their orders will get there - correctly and on time.

Decentralized marketing materials

Marketing materials that are locked away on users' laptops and company folders make it difficult for branch managers to find the most up-to-date, on brand assets.

U.Connect is your brand control center. A one-stop-shop to store all of your assets for easy access to:

  • Create and approve marketing templates that allow for customization, while ensuring each branch stays on brand and doesn’t go “rogue”
  • Order-on-demand, download, or select from pre-printed customer giveaways, promotional items, and more.
  • Store, fulfill and ship your assets direct to each location.
  • Business intelligence & reporting enables you to analyze your end-to-end marketing supply chain.
Manual charge-backs and expenses tracking

Through our U.Connect platform, you can set budgets at any level including individual, department, or by branch location. You have the ability to create automated workflows that standardize your order approval process allowing for easier management of chargebacks.

U.Connect makes it simple to keep track of yearly allowances, or MDF funds, and gain complete control of your marketing spend.

Inaccurate inventory

Manage and track inventory in real-time. With U.Connect's inventory alerts, you are notified when inventory levels are low.

Our on-demand printing will reduce inventory overages and stock obsolescence, while saving you money on warehousing and print costs.

Complicated local marketing rollouts

Leverage our national reach, and decades of experience in bringing proven brand management solutions.

Our commercial print power and national presence allows you to lower your printing and shipping costs while delivering flawless brand engagements with your end consumer—whether in the store or on their doorstep.

Additional Information

Financial Services Home
Customer Stories
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