Financial Services
Communications
Empower engaging, secure, and compliant financial communications.
Business Communication for Financial Services Is at the Crossroads of Digital Transformation
The financial services industry demands clear, compliant, and secure communication. But in today’s digital landscape, keeping up with ever-changing regulations and handling document generation processes is a lot to manage. In addition, leading financial services providers recognize the need to invest in delivering engaging digital experiences that will set them apart.
Banks with personalized communication strategies see a 10% lift in customer satisfaction and a 15% increase in sales.
The cost of non-compliance with financial regulations can reach billions of dollars for individual institutions.
~ Oliver Wyman
64% of banking customers in the US are more likely to switch providers if their communication expectations aren’t met.
Financial institutions with strong omnichannel communication strategies experience a 25% higher customer satisfaction score compared to those with weak strategies.
~ PWC
Customer Communication for Any Type of Financial Institution
Providing a great customer experience remains a critical yet complex challenge in remaining competitive. This is where Customer Communication Management (CCM) software comes in. It empowers banks, credit unions, consumer lenders, and wealth management firms to address their specific communication challenges, fostering deeper customer and member relationships.
CCM for Banks
CCM software streamlines content management for banks, easing adaptation to regulations and reducing legal risks while boosting operational efficiency. It also enhances the digital experience, aiding in competition with fintech firms, and crucial in fostering customer loyalty and increasing customer lifetime value.
Learn more about CCM for Banks>
CCM for Consumer Lenders
Consumer lenders encounter distinct communication challenges, such as delivering personalized messages while adhering to regulations. CCM software automates and customizes communications, ensuring compliance and enhancing borrower engagement. CCM software enables consumer lenders to strengthen relationships with borrowers, boosting satisfaction and loyalty.
CCM for Credit Unions
CCM software supports credit unions in tackling their specific challenges, from ensuring regulatory compliance across member statements or loan applications to automating new member engagement journeys. It enables a personalized and efficient member experience that rivals larger financial institutions.
CCM for Wealth Management
Wealth management firms leverage CCM software to generate personalized statements, streamline complex investment reports, and automate regulatory disclosures – all tailored to each client’s specific portfolio. In elevating their client communication, they are also fostering transparency and trust with clients.
Built for Your Financial Communication Needs
Account Statements
Provide personalized account statements that are easy to understand, including annual statements and tax statements
Loan Documents
Efficiently handle all loan documents, including agreements, promissory notes, and disclosures for various loan types.
Customer and Member Onboarding
Streamline your customer and member onboarding experience by making applications, account opening and closing documents, and renewal documents quick and easy.
Engage with borrowers leveraging personalized letters and correspondence. Empower consumers with meaningful statements and analytics.
Provide meaningful, clear, and engaging investment reports and statements. Engage with clients via personalized correspondence.
CCM Use Cases in Financial Services
Customer Lending
MHC NorthStar CCM ensures that your loan origination and servicing documents are accurate, timely, and compliant.
By addressing pain points like customer churn and high NIGO rates, we help you enhance borrower satisfaction and streamline your document processes.
MHC’s CCM can handle:
- Loan applications
- Commercial loan document packages
- Loan statements
- Loan agreements
- Promissory notes
- Standard disclosures
Community Banking
MHC’s CCM solution automates processes to make onboarding and serving your community more efficient. With built-in compliance features like template management and approval workflows, you can streamline operations and gain a competitive advantage.
MHC’s CCM can handle:
- Account opening and closing documents
- Account renewal documents
- Annual statements
- Bank statements
- Tax statements
- Customer correspondence letters
Wealth Management
Our CCM platform empowers firms to automate and tailor client interactions, ensuring timely and precise document delivery, so you can focus on serving clients and growing your firm’s assets under management.
MHC’s CCM can handle:
- Client onboarding documents
- Portfolio performance reports
- Account statements
- Trade confirmations
- Term sheets
- Trade documents
- Tax documents
Credit Unions
Enhance member experience with MHC NorthStar CCM and improve member satisfaction while driving long-term growth.
MHC’s CCM can handle:
- Member onboarding
- Account opening and closing documents
- Account renewal documents
- Statements
- Loan documents
- Tax statements
- Member correspondence letters
Read the 2026 QKS Group SPARK Matrix™ CCM Report
Every CCM vendor claims AI. This independent analyst report cuts through the noise — ranking platforms on actual delivery. MHC is named a Market Leader.
CCM SOFTWARE VIDEO
Unleash the power of automated customer communications with
MHC NorthStar CCM
MHC’s CCM software offers a comprehensive suite of solutions that not only streamline your communication processes, help you automate the creation of compliant documents, and give you direct control, but also deliver key benefits to your customers, with well-designed and engaging communications.
How Customers Succeed with MHC Software
Industry:
Financial Services / Financial Institutions
Location:
Global
Size:
95,000+ employees
Primary Use Case:
Document automation for payment-related communications and regulatory documents
Scale:
High-volume, global document generation for payment platforms
Meet AI Assist: Powering Customer Communications with Next-Level Speed and Precision
AI Assist is the ultimate solution to streamline document and content creation. Empower business users to effortlessly create AI-generated documents, emails, web forms, and content fragments that feel intuitive and user-friendly.
Optimize your communications with AI by refining sentiment, tone, and length to maximize the impact of every message and document. Additionally, manage multilingual communications seamlessly with one-click translations, reducing time and costs associated with manual translation efforts.
As a powerful AI tool integrated into MHC’s CCM platform, AI Assist redefines efficiency and precision in your communication and document generation processes.
Here’s What Our Customers Think
![MHC in the SPARK MatrixTM 2026 [Recovered]_Badge](https://www.mhcautomation.com/wp-content/uploads/2026/07/MHC-in-the-SPARK-MatrixTM-2026-Recovered_Badge.png){kind=icon}
NeKiya Z.
Senior Accountant II
Enterprise (> 1000 emp.)
” Unlock Your business potential with MHC
I love the outstanding customer service from MHC Software. We appreciate the support staff’s dedication to helping us find practical solutions, reacting promptly, and going above and beyond our expectations, regardless of how detailed or specific it may be. “
Verified User in Financial Services
Mid-Market(51-1000 emp.)
“ Customer support is quick and very helpful
Rebecca G.
Asst VP Financial Systems & Payroll
Enterprise(> 1000 emp.)
” Excellent Solutions & Great Customer Service
MHC offers solutions to streamline business processes that take your efficiency to the next level. They truly care about their customers and go above and beyond to ensure that the products they offer function well. “
“ Great offering of products, excellent customer service.
Simple to use, works well with our ERP system, and MHC stays current with changing technologies. ”
MHC has some of the best customer service out there. I have worked with a large number of vendors and MHC has been consistently responsive to our needs over the past 8+ years. Their software is solid and performs well across all areas of our businesses. “
See MHC in Action!
In the dynamic world of customer communications, MHC is your perfect partner, uniquely equipped to address your critical customer communication needs.
MHC, with almost 40 combined years of dedicated focus on automation, stands out as the seasoned expert in making automation a core part of your communication strategy. See the difference for yourself!