Financial Services

Banking, Leasing, Financing, Mortgage, Wealth Management

Engaging your customer with statements, bills and notices can have a big impact on your customer’s experience with your institution. Poorly designed statements and communication strategy can affect your brand and decrease your ability to cross-sell and upsell additional products and services.


We combine the latest technology with customized and secure solutions to help you present effective print and e-communications that will strengthen customer loyalty, drive new business, reduce phone calls and enhance your customer’s experience.  In addition to high-speed full-color statements and notices, we offer complete e-solutions for advance statement and transaction search and bill payment.


PG Solutions Group provides a secure data-driven interactive omnichannel experience. Customers can view their statements, notices and financial documents across multiple channels including:


  • Document Design

  • Monthly Statements

  • Loan Statements

  • Credit and Collection Notices

  • Invoices

  • New Account Welcome Kits/Letters

  • Marketing and Collection Letters

  • Marketing with Inserts/Onserts

  • Tax Form Processing

  • Online portal with dashboard, reporting, auditing and metrics

  • Omni Channel Delivery with Integrated eStatements and Payment

  • Electronic Archiving


Additional benefits of your improved communication solution:

  • High quality full color communications distributed quickly and accurately

  • Improved customer communication and satisfaction

  • Encourage and drive participation in new programs, products and online bill pay 

  • Improve call center workflow

  • Accelerate Bill Delivery and improve payment cycles

  • Improved management of customer communications

  • Improved management of compliance with letters and notification

  • Improved communication and marketing with smarter and easier to read communication, you can increase promotions while reducing customer service calls.

  • Better payment cycles with accelerated remittance times and improved cash flow with multi-channel touch points.

  • Intuitive modern online user interface that is mobile-responsive to any device

  • Full color digital printing technology for effective customer centric documents

  • Advanced transaction document search and download

  • Optimize your savings with integrated statements and postal presorting

  • Reduced expenses with simplified communications to policy holders including combined statements and onsert/insert marketing

  • Real time access to information and job status.  Check the status of any job, anytime. 

  • Quickly and easily manage policy holder’s information, payment history, and more from our secure, self-service platform. 

  • Customized, timely reporting. Detailed volume and activity reports are generated and updated throughout production.

  • Accuracy. Our verification and quality standards are amongst the best in the industry.

  • Compliance, Security and Continuity.  PG Solutions Group see's this as the most important part of our solution.  We are currently HITRUST and HIPAA certified. Our SOC2 Certification process is also underway.


We aim to help financial services companies and their teams efficiently manage time-critical correspondence in accordance with regulatory mandates. We will safeguard against data loss due to unexpected events and insurance companies rely on PG Solutions Group to provide Disaster Recovery backup and production overflow services. 


Contact us or click the link below to learn more about how we manage and protect your  customer data.


860 Honeyspot Road

Stratford, CT 06615

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© 2019 PG Solutions Group

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