What PrintMail Solutions does

PrintMail Solutions is a family-owned, privately-held document delivery outsourcer founded in 1993 by Kevin Reilly and headquartered in Newtown, Pennsylvania, with redundant production facilities in Knoxville, Tennessee and Philadelphia. The company provides print and electronic statement, notice, compliance, tax-form, and direct mail services to regulated industries — primarily US community and regional banks, credit unions, insurance carriers, utilities, auto lenders, mortgage servicers, and, more recently, educational institutions. Reported scale metrics include 9 million+ pieces mailed monthly, nearly 100 million documents produced annually, 99.9999% error-free rates, and 260+ active customers supported by 101–250 employees.

The underlying platform combines proprietary physical production with a digital ePresentment (eStatement) layer. Core technology components include the JETVision camera-based quality control system that inspects every printed statement, a customer-facing interactive portal for job proofing, delivery tracking, and address management, an Intelligent Mail Barcode (IMB) tracking integration with USPS, an Address Management Suite with NCOA suppression, and an eStatement platform offering interactive HTML/PDF delivery with SSO, unlimited archive, and account reconciliation. The platform is integrated with more than 50 third-party systems spanning the major US core banking platforms (Jack Henry/SilverLake, Fiserv, FIS, Finastra), digital banking platforms (Q2, Alkami, NCR Digital Insight, Banno, Apiture, Malauzai), imaging providers (Hyland and others), and identity providers (Okta). The company is SOC 2 Type I & II certified with quarterly penetration testing and additionally SOC 1 certified for utility-industry operations.

The revenue model is a hybrid of transaction-fee and recurring services. Print and mail is monetized on a per-piece basis with multi-year enterprise contracts and volume-tiered postal discounts, while eStatement access, tax-form processing (1098/1099/5498/1042-S), Compliance Communications, Custom Statement Redesign, and Direct Mail Marketing generate services revenue. A wholly-owned sub-brand, BankBound, layers professional-services digital marketing (SEO/GEO, PPC, content, email automation, CTV/OTT streaming ads) on top of the same regulated-industry customer base. Sales is enterprise-led with a VP of Sales, dedicated client managers per account, free cost analyses for prospects, and periodic Executive Business Reviews. The company describes itself as family-owned, with Keith Reilly as President, David Reilly as VP of Technology & Operations, Brian Reilly as VP of Marketing and Digital Marketing Services, and other Reilly family members in key roles.

Name

PrintMail Solutions

Legal name

PrintMail Solutions

Website

https://printmailsolutions.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

101–250 employees

Short description

PrintMail Solutions is a family-owned US outsourcer that prints, mails, and electronically delivers customer statements, notices, compliance communications, and tax forms for banks, credit unions, insurers, utilities, auto lenders, and mortgage servicers, with an integrated eStatement platform and BankBound digital marketing sub-brand.

Ownership category

akta.pro rank

Product category

Document Outsourcing and Print/Mail Services

NAICS

Commercial Printing (except Screen and Books) (323111), Direct Mail Advertising (54186), Printing (32311)

SIC

Commercial Printing (2750), Services-Direct Mail Advertising Services (7331), Services-Mailing, Reproduction, Commercial Art & Photography (7330)

akta.pro primary industry

Mailing, Inserting & Distribution Services (Addressing, Direct Mail, Kitting) (MPAJALAH)

akta.pro secondary industries

Print, Mailroom & Document Workflow Services (Inbound/Outbound Processing) (BPAAAKAL), Print & Peripheral Services (Managed Print, scanners, peripherals) (BPAEAIAM)

Keywords

• Statement print mailing
• Electronic statement delivery
• Document outsourcing services
• Compliance communications printing
• Tax form processing

Headquarters

HQ city

Newtown

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D, Supply Chain

Revenue model

1. Statement Processing Services: Print and mail outsourcing for financial statements, notices, and critical documents. Revenue generated from per-piece printing and mailing fees with volume-based pricing.
2. eStatement/Integrated ePresentment: Electronic statement delivery platform with marketing capabilities. Generates revenue from platform fees and higher adoption rates compared to industry average.
3. Tax Form Processing: Processing, printing, and mailing of year-end tax forms (1098, 1099 series, 5498, 1042-S). Revenue from per-form processing and delivery fees.
4. Compliance Communications: Proactive compliance communication solutions including privacy notices, overdraft privilege notices, truth in savings, fee schedules, and archiving services.
5. Digital Marketing (BankBound): Digital marketing services including SEO, PPC, content marketing, email marketing automation. Revenue from service fees and campaign management.
6. Direct Mail Marketing: Full-service direct mail including inserts, onserts, personalized URLs, graphic design, and copywriting for financial institutions.
7. Custom Statement Redesign: Statement design services with multiple templates, full color/black and white options, and QR codes. Revenue from design and production fees.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

PrintMail Solutions outsources print and electronic delivery of critical documents — primarily financial statements, notices, tax forms (1098, 1099 series, 5498, 1042-S), compliance communications, and direct mail — for regulated industries including banks, credit unions, insurance carriers, utilities, automotive lenders, and mortgage servicers. Production runs across two fully redundant U.S. facilities with proprietary JETVision camera quality control, an eStatement platform for digital presentment, and an address management suite with NCOA integration, complemented by BankBound digital marketing services.

Product overview

PrintMail Solutions operates as a unified document delivery platform combining print and digital channels for regulated industries. Its core portfolio centers on Statement Processing and the ePresentment Platform (eStatements) as the primary offerings, supplemented by Tax Forms Processing, Compliance Communications, Direct Mail Marketing, Custom Statement Redesign, Address Management Suite, and the Customer Portal. A dedicated sub-brand, BankBound, provides proprietary digital marketing services (SEO/GEO, PPC, content, email marketing). The platform is modular — clients typically engage Statement Processing or eStatements as the core service and layer on Tax Forms Processing, Compliance Communications, or Address Management as add-on modules. All services are connected through a customer-facing portal with integration support across 50+ third-party core banking, imaging, and digital banking platforms.

Differentiator

Problem solved

Functional benefit

Brands

• BankBound: Digital marketing division providing services for banks, credit unions, wealth management companies, and mortgage lenders including SEO, PPC advertising, content marketing, and email marketing automation.

Products and services

• Statement Processing Print and digital delivery of periodic financial statements, notices, compliance communications, disclosures, and invoices for regulated institutions including banks, credit unions, insurance carriers, and utility providers. Nearly 100 million documents are produced annually, with a 99.9999% error-free rate and on-time delivery.
• eStatements (ePresentment Platform) Electronic statement delivery and presentment platform enabling digital banking customers to view interactive HTML and PDF statements. Features include single sign-on, unlimited archive depth, account reconciliation, and integrated marketing communications.
• Tax Forms Processing Processing, printing, and mailing of IRS tax documents including 1098, 1099 series (A, B, C, DIV, INT, MISC, NEC, Q, R, S, SA), 5498 series, and 1042-S, with up to 5-day turnaround for printed and digital presentment.
• Compliance Communications Regulatory-compliant document creation and delivery for privacy notices, overdraft privilege notices, truth in savings, fee schedules, funds availability, and other mandated communications, with archiving as proof of distribution.
• Direct Mail Marketing Full-service direct mail marketing including selective inserts, onserts, outer envelope messaging, personalized URLs (PURLs), custom design, copywriting, and demographic targeting for financial institutions.
• Custom Statement Redesign Professional redesign of paper and electronic statements with custom layouts, brand-consistent fonts and colors, targeted graphics, QR codes, text and graphic onserts, and selective inserting for marketing integration.
• BankBound Digital Marketing Services PrintMail's wholly-owned digital marketing division serving financial institutions; provides SEO/GEO, pay-per-click advertising (PPC), content marketing, email marketing automation, streaming TV ads (CTV/OTT), and integrated marketing campaigns.
• Digital Marketing Services Online marketing services for financial institutions including Search Engine Optimization (SEO), AI Generative Engine Optimization (GEO), Pay-Per-Click Advertising (PPC), Content Marketing, and Email Marketing Automation.

Quantifiable outcome

• 20% average savings on print and mail costs
• +5 more outcomes

Named customers7 records

Segments7 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration57 records

AI capability4 records

Feature6 records

Partnerships

Twelve partnerships are on record, tiered core and secondary.

• Jack HenrycoreTechnology or IntegrationCore banking system integration partner. PrintMail integrates with Jack Henry core systems including SilverLake platform. Joint participation in Jack Henry Connect and regional SilverLake conferences. Featured partnership page on PrintMail website.
• FiservcoreTechnology or IntegrationCore banking system integration with Fiserv platforms. PrintMail participates in P3 Fiserv Premier User Group Conference. Active integration with Fiserv core systems and imaging solutions.
• Q2coreTechnology or IntegrationDigital banking platform integration with Q2. PrintMail joined Q2 Partner Accelerator Program. Integration enables eStatement delivery through Q2's online banking platform.
• FIScoreTechnology or IntegrationCore banking system integration with FIS platforms for statement processing and compliance communications.
• FinastracoreTechnology or IntegrationCore banking and imaging platform integration with Finastra systems for financial institution customers.
• AlkamisecondaryTechnology or IntegrationOnline banking platform integration enabling eStatement delivery for Alkami-powered financial institutions.
• Digital Insight (NCR)secondaryTechnology or IntegrationOnline banking platform integration with Digital Insight (NCR) for eStatement delivery services.
• HylandsecondaryTechnology or IntegrationImaging platform integration with Hyland enterprise content management solutions.
• OktasecondaryTechnology or IntegrationIdentity management integration with Okta for SSO (Single Sign-On) capabilities in eStatement platform.
• BankBoundcoreStrategic or Co-development PartnerPrintMail's proprietary digital marketing division serving financial institutions. Provides SEO, PPC, content marketing, and email automation services. Brand integration within PrintMail with dedicated VP of Marketing and Digital Marketing Services.
• RicohsecondaryTechnology or IntegrationEquipment and technology partner. PrintMail VP serves on Ricoh's Customer Council. Participation in Ricoh's INTERACT conference.
• Imaging Network Group (INg)secondaryStrategic or Co-development PartnerPrintMail VP serves on Board of Trustees for INg (Imaging Network Group). Frequent presenter at INg Conferences and Inkjet Summit.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• OpenText: OpenText is a large enterprise information management vendor whose document output and customer communications products overlap with PrintMail's statement processing. Broader incumbent with a much wider portfolio competing for the same large-enterprise document delivery budget.
• Pitney Bowes: Pitney Bowes provides mail, shipping, and customer information management solutions to financial institutions and large enterprises. Comparable as a broad incumbent with overlapping capabilities in mail production, document output, and customer data management.
• Canon Business Process Services: Canon Business Process Services provides managed print, mailroom, document workflow, and BPO services to financial services and other regulated industries. Comparable as a broad incumbent offering outsourced document and mail processing that competes for the same financial institution budgets.
• Ricoh (Document Services): Ricoh provides managed print services, document workflow, and business process outsourcing for regulated industries including financial services. Comparable as an established incumbent offering managed print and document services overlapping with PrintMail's print mail offering.

Others

• Melissa (Melissa Data): Melissa provides address verification, NCOA, data quality, and identity verification services used by direct mailers and financial institutions. Comparable as an adjacent enabler for address hygiene and mail-tracking workflows that PrintMail also offers.
• Datalogics: Datalogics provides PDF, ePresentment, and document processing software and services used by financial services and publishing customers. Adjacent technology peer supplying document infrastructure that overlaps with PrintMail's eStatement rendering and compliance output.

Direct peers

• Doxim: Doxim is a direct competitor providing statement processing, ePresentment, payment presentment, and document workflow software to banks, credit unions, and utilities. Comparable because it offers an overlapping stack of print + digital document delivery for the same regulated-industry buyer.
• LRS (Levi, Ray & Shoup): LRS provides enterprise output management, pull printing, and document delivery software used in banking and healthcare. Direct peer in print output management infrastructure that competes for the same enterprise document delivery stack.
• RevSpring: RevSpring provides print, electronic, and mobile billing/communication services for healthcare and financial services, including statement generation, ePresentment, and payment workflows. Direct competitor in the same vertical with similar print-plus-digital document delivery model.

Emerging players

• Crawford Technologies: Crawford Technologies provides document processing, customer communications management, and accessibility/transformation software for print service providers and enterprises. Comparable as an emerging player in the same document workflow and customer communications category.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/printmail-solutions
• Xx.com/_printmail

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PrintMail Solutions