Securing Your Data.
Modernizing Your Touchpoints.
In today’s complex operational climate, credit unions cannot risk delivery gaps, legal audits, or security vulnerabilities in their financial mailings. Smart Source bridges the divide between physical production and unified, omni-channel presentment.
Core Technology Engines
The StreamOne™ Suite
Eliminate administrative roadblocks and boost efficiency with identical, secure, cloud-accessible portals designed around your departmental needs.
workStreamOne™
Secure Workflow Management Portal
Provides absolute transparency over the entire production cycle from print-file parsing down to local mail carrier drops.
- Live Tracking Dashboard: Monitor logs, sizes, and SLAs.
- Online Proofing Portal: Review and sign off on PDF samples.
- Inventory & Postage: Real-time usage and trigger alerts.
eStreamOne™
Electronic Document Presentment & Delivery
Accelerates digital statement adoption rates and reduces print and postage overhead with customized hosted presentment.
- SSO & API Integration: Seamless embedding in digital banking portals.
- Omni-Channel Alerts: Branded email notices and legal SMS text sync.
- Electronic Remittance: Linked payments inside secure PDF document frames.
letterStreamOne™
Dynamic Correspondence Solution
Bypasses the traditional IT template backlog, allowing compliance and loan teams to update letters instantly.
- Microsoft Word Integration: Edit templates directly in familiar software.
- Variable Variable Mapping: Adjust custom variables without re-coding.
- Hierarchical Approvals: Secure audit logs and multilevel authorization blocks.
messageStreamOne™
White-Space Marketing Portal
Turns mandatory compliance mailings and monthly statements into high-conversion cross-selling space.
- Dynamic Onsert Management: Inject promotions directly on statement paper.
- Data-Driven Selection: Target ads based on dynamic member demographics.
- Composition Control: Seamless banner styling without increasing postage weight.
Accept Any Input File.
Compose Flawless Documents.
Your backend software should not be constrained by a vendor’s rigid layout restrictions. Smart Source parses and restructures raw financial streams securely, mapping them directly into modern, clean statements that elevate brand loyalty.
dataStreamOne™ Integration
Supports Metacode, pre-composed PDFs, AFP, and Postscript database streams. Converts input formats dynamically without structural loss.
Bulletproof Safety. Absolute Continuity.
Our standard operations are designed around strict security, real-time postal validation, and automatic facility failovers.
SOC 2 Type II Certified
Our facilities are fully certified and undergo annual audits to verify strict data security compliance.
Multi-Facility Redundancy
Active backups with mirrored printing/mailing facilities in California, Florida, Texas, & Rhode Island.
JetVision Cameras
2D barcode tracking scans every envelope dynamically, verifying 100% stuffing and insertion accuracy.
Intelligent Mail Scanning
Unique Piece Tracking maps postal updates in real-time, providing reliable proof of delivery.
Sass-Free Migration
Onboarding Blueprint
Transitioning providers can feel overwhelming. Our structured 5-step onboarding timeline guarantees zero delivery gaps or scheduling overlaps.
Step 1: Deep Requirements Audit & Data Mapping
Our dedicated onboarding engineers analyze your legacy data logs, parse custom variables, and map structures onto dataStreamOne™ cleanly. We establish firm business rules and compliance targets to set up a stress-free transition.
Review Your Member Communications Strategy
We understand the operational burden compliance mailings place on credit unions. Let’s look at your member communication workflows and pontential ways to save on postage. Choose a date to book an introductory call.
Briefing Confirmed!
We have scheduled your 15-minute production consultation. A custom meeting link and calendar invite have been routed to your inbox.