Finance case studies

We aim to provide perfect customer communication for your clients. With the help of some of our financial sector customers, we have pulled together some of our favourite case studies to show how our hybrid mail and fully-managed mail solutions can transform your customer communications.

If you’re interested in seeing our latest financial sector case studies upon release, you can subscribe below:

Subscribe for updates »
CFH white logo
Fair For You

"In a regulated sector where treating customers fairly is paramount, effective communication is essential. CFH’s ability to provide an outstanding customer service, through a series of brilliant handovers and extensive customer knowledge, allows us to not only meet our obligations but exceed them by ensuring our customers feel involved and well informed throughout.”

Download/view PDF here

Bridge, Bedford
Bedfordshire Pension Fund

"I can’t praise the team enough. They responded immediately and above and beyond my expectation to the brief. The changes were all implemented flawlessly and we managed to not only improve the quality and effectiveness of our written communication but also to save money."

Read full case study...

Lweisham Credit Union
Lewisham Plus Credit Union

"The Docmail quote reduced the cost of the mailing and newsletter compared with our previous arrangement and saved us a lot of time and toner with local printing for statements.

We also included the FSCS information sheet with our summer newsletter to meet the regulatory requirement to inform our members."

Download/view PDF here

CFH white logo
Major High Street Bank

By partnering with CFH as their Digital Transformation partner, The Bank was able to dramatically reduce their time-to-market while making a transition from a legacy engagement model to a truly omni-channel end customer engagement that was driven by insight.

Read full case study...

Bridge, Bedford
Penny Post Credit Union

Formed in 1996 as a joint project between Royal Mail, the Communication Workers Union (CWU), the Communication and Managers' Association and Welfare Services, Penny Post provides savings, loans and financial services to members across the UK.

Read full case study...

Bridge, Bedford
Royal Borough of Kensington and Chelsea Pension fund

Royal Borough of Kensington and Chelsea Pension fund is a part of the national Local Government Pension Scheme (LGPS) whereby they are responsible for managing the payments, transfers and quotations of those enrolled onto the scheme.

Read full case study...

Want to find out about the latest industry trends, best practice and insights? Why not check out our blogs page here.

Start with a free communication review!

We’d love to look at how you’re communicating, how you could improve, and how we can help. Fill out your details and we’ll talk you through taking the friction out of your communications.