The Clients
Across the financial services industry, accuracy isn’t a preference, it’s a requirement.
Harte Hanks has deep experience supporting financial institutions with distributed sales teams operating under strict regulatory oversight. Long-standing client partnerships with firms have been built on our ability to deliver timely, accurate, and compliant materials—where precision matters and delays, errors, or miscommunication simply aren’t an option.
The Challenge
For years, financial fulfillment followed a rigid model: large print runs, long lead times, excess inventory, and limited flexibility.
As the industry evolved, that model became a liability. Content needed to update faster. Personalization became essential. Promotional items needed to ship alongside regulated materials. Freight costs rose, visibility lagged, and the risk to brand trust increased.
Many partners struggled to keep up.
Harte Hanks saw what was coming.
The Solution
More than 30 years ago, Harte Hanks began its journey in financial fulfillment, building a foundation rooted in accuracy, trust, and reliability. As the industry evolved, Harte Hanks stayed ahead of the curve.
In the early 2000s, Harte Hanks was among the first to adopt print-on-demand, eliminating overprinting while enabling faster updates and personalization. Continued investments in digital fulfillment and freight optimization further reduced cost and complexity, while proactive communication and a tenured account services team ensured consistent, on-time execution.
The integrated solution includes:
- Print-on-demand (POD)
- Just-in-time (JIT) print
- Dynamic Kitting
- Integrated promotional, static and POD fulfillment
- Warehousing and inventory management with real-time reporting
- Secure ordering and inventory technology with full visibility and control
- Freight optimization to reduce shipping costs
- Launches, mailings and special projects
The Results
Harte Hanks’ fulfillment shifted from a risk to a strategic advantage.
Financial clients gained faster turnaround times, reduced waste, lower freight costs, improved compliance, and real-time operational visibility. Execution became predictable. Communication became seamless. Trust was reinforced.
Harte Hanks didn’t wait to react.
We stayed ahead, so our clients never fell behind.