Annual Statements Distribution
Case Study

Introduction

Bath Building Society has been helping people save for their future and achieve the dream of owning their own home, since they first began in 1904. Bath offers a range of services from mortgage and savings solutions, to charity and professional financial accounts.

Apart from their range of services, Bath thrives most with its members. As the building society consists of a small team, they are able to provide a passionate and personal member service.

The Bath Building Society team works best when collaborating with their customers and having the time to listen to their individual needs. To have the time available means releasing the pressures of manual admin tasks. This is why Bath Building Society first partnered with Unifiedpost Group. The team needed a solution to reduce their manual admin task of distributing their annual statements.

Read on to discover how our partnership has helped Bath over many years, to deliver a timely and efficient annual process for the team.

EXECUTIVE SUMMARY

Business: Bath Building Society

Location: Bath, UK

Size: 60+ staff

Activity: Financial services

Challenge

Distributing members’ annual statements without hindering the business’ member service and operations.

Solution

Using Unifiedpost Group’s print and post solution to print and distribute their annual statements.

Benefits

Reducing the pressure on the internal admin team and ensuring members receive their annual statements in a timely and efficient manner.

Challenge

Each year, financial services institutions distribute annual statements to their members. The statements detail any changes in interest, refunds and charges that have been applied to a member’s account. It is vital that members receive their annual statements in a timely and efficient manner.

Bath Building Society currently distributes 1,500 annual statements each year. The process of creating, printing and distributing annual statements can put a lot of pressure on any building society’s team. Especially a small team like Bath, who spend a lot of their time with their members.

Bath therefore needs to have a solution in place, to ensure their statements reach their members in an efficient and timely manner. All whilst making sure that their everyday member service is not hindered.

Our Solution

Bath Building Society needed a solution to reduce the time and cost spent creating and distributing their annual statements. Bath therefore partnered with Unifiedpost Group for an outsourced document creation and distribution solution.

At Unifiedpost Group, we work with many businesses to create document distribution solutions. Our solutions help reduce the workload and pressure for businesses and their internal teams. For Bath Building Society our print and post document distribution solution helped reduce this pressure.

Each year Bath is able to securely transfer their customer data and annual statements, and know that their statements will be printed and distributed efficiently. Bath benefits from our advanced print and consolidating technology, which prints their documents to the highest quality.

Bath’s partnership with Unifiedpost Group creates a seamless and efficient solution for the team. One that means Bath keeps coming back every year.

What it’s like working with Unifiedpost Group

“We have worked with Unifiedpost Group for many years and have always been impressed with the quality and speed of service for the mailings they produce for us. The Unifiedpost Group team understands our requirements and are very easy to work with, providing a seamless service every year.”

Bath Building Society

Benefits

Bath Building Society’s partnership with Unifiedpost Group has spanned many years. Each year, the Bath team knows their annual statement work will always be completed in a productive and effective manner. By using our print and post solution Bath has the confidence of knowing their statements will always arrive to their customers. With our ISO accredited business continuity and disaster recovery plans in place, plus secure and back-up storage systems, the team need not worry that their statements won’t be distributed on time.

Bath Building Society understands the importance of a partnership with Unifiedpost Group. Each year the team can feel confident knowing they do not have to worry about the creation and distribution of their annual statements. They spend less of their time on the admin task, and more time working closely with their members. A simple and smart solution for the team for many years to come.