Integrated eStatements Reviews & Product Details

PrintMail Solutions offers a fully managed electronic statement (eStatement) delivery platform designed for regulated financial institutions including banks, credit unions, mortgage lenders, auto finance companies, insurance providers, and utilities. PrintMail's eStatement platform handles the end-to-end electronic delivery of customer account statements, notices, tax forms, and compliance communications. Institutions submit data to PrintMail, which formats, hosts, and delivers documents electronically to end customers — either through a branded customer portal or directly integrated into the institution's existing online and mobile banking environment. The platform supports both interactive HTML and PDF statement formats, giving end users a modern, readable experience on desktop and mobile. Customers can access unlimited statement archives, reconcile accounts with built-in sorting tools, and receive undeliverable email notifications when delivery fails. PrintMail's eStatement platform integrates with more than 50 technology platforms, including all major bank core systems: Core systems: Jack Henry, Fiserv, FIS, Finastra, and more Digital banking platforms: Q2, Alkami, NCR, Digital Insight, Banno, NetTeller, Apiture, Malauzai, and more Connectivity: API, SSO (Single Sign-On), and SDK integration options This broad interoperability allows institutions to surface eStatements natively within their existing online banking experience rather than redirecting customers to a separate portal. ePresentment Platform Features: Interactive HTML and PDF statement formats Unlimited statement archive depth Single sign-on (SSO) integration with online banking platforms Mobile and SMS delivery options Embedded marketing and cross-sell messaging within statements Reporting and analytics on user activity and adoption Undeliverable email alerts and bounce management Account reconciliation with sorting functionality SOC 2 Type I & II certified security environment Dedicated client manager and quality control team PrintMail's eStatement platform delivers accelerated adoption rates, attributed to its design modernization services and user experience optimization. Institutions that upgrade their eStatement design through PrintMail's custom-branded document service typically see a measurable increase in the percentage of customers who opt into electronic delivery. The platform operates under SSAE SOC 2 Type I & II certification. All data handling, formatting, and delivery occurs within PrintMail's secure environment, staffed by employees who undergo background checks and security training. The platform is designed to meet the compliance communication requirements of FDIC- and NCUA-regulated institutions. Financial institutions reduce print and mail costs when customers adopt eStatements. PrintMail clients report an average cost savings of 20% on their overall print and mail spend after transitioning a portion of their customer base to electronic delivery.