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| Personnel | |
| -0 Have banking backgrounds | -0 Are trained to design new applications |
| -0 Concentrate only on financial forms | -0 Focus on eliminating unnecessary printing |
| -0 Take a consultant approach | -0 Recommend systems improvements that eliminate paperwork |
| -0 Offer alternatives to current products | -0 Are sensitive to compliance issues |
| -0 Understand how forms are used | -0 Take fiscal responsibility to stay within annual budgets |
| -0 Adapt forms to work with bank procedures | |
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| Computer Systems (In-House) | |
| -0 Totally integrated | -0 Instant access |
| -0 On-Line | -0 With full reporting capabilities |
| -0 Multitasking | |
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| In-House Typesetting | |
| -0 Full control of art input | -0 Most advanced software |
| -0 Electronic art storage | -0 Typesetter specialized in financial applications |
| -0 Rapid revision capabilities | -0 Able to meet critical deadlines |
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| Experience | |
| -0 Six years of statewide distribution | -0 Offer personalized service |
| -0 Trained warehouse personnel | -0 Handle emergencies |
| -0 Understand financial industry terminology | -0 Management with over 20 years experience |
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| Systems Approach | |
| -0 Careful form and procedure analysis | -0 Multi-level design team |
| -0 Maintain a forms library | -0 Interface with your Bank's systems and methods |
| -0 Top to bottom user review | -0 Offer solutions from similar institutions |
| -0 Incorporates management direction | -0 Develop solutions for unique situations |
| -0 Applications merged when appropriate | |
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| Focus | |
| -0 Service financial institutions exclusively | -0 Right product run on right manufacturing equipment |
| -0 Bankers serving bankers | -0 Doing the right thing for your Bank |
| -0 Design products to meet needs | |
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| Manufacturing | |
| -0 200 manufacturing facilities | -0 Vertical marketing allows for favorable combination pricing |
| -0 Full line of printed products | -0 Best combination of quality, delivery and price |
| -0 One stop shopping saves procurement time | -0 Complete knowledge of manufacturing requirements |
| -0 Emergency delivery possible | -0 100% quality assurance or full replacement |
| It makes a lot of sense to utilize our capabilities to their fullest extent because it lowers your cost of operating and gives you the greatest value in purchasing printed materials for use at your Bank. Many important factors to implement a successful forms management program are already in place with Document Fulfillment Group. | |
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(1)
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0We currently supply several Banks' critical high volume Data Processing forms |
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(2)
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0We have an experienced knowledgeable sales staff who knows the general workings of item processing |
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(3)
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0We operate our own warehouse facility in Tracy, California |
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(4)
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0We have direct experience in handling the unique needs of a financial institution because that's all we do |
| Document Fulfillment Group sets forth realistic forms management program goals as follows: | |
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(1)
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0Establish standards for consistency, image and ease of use of printed materials |
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(2)
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0Establish procurement procedures, inventory levels and lead times for printed materials |
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(3)
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0Establish supply catalog, storage and distribution system to lower costs |
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(4)
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0Recommend cost savings products and procedures |
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(5)
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0Provide computerized detailed and summary reports to recap monthly activity and show year-to-date status |
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(6)
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0Qualify as part of your disaster preparedness program |
| Although our program can be modular and is very flexible, the full range of our services is described above. By mutually agreeing to the following outline of responsibilities, Document Fulfillment Group and your Bank can safely and successfully execute an ongoing Forms Management Program. | |
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| Document Fulfillment Group's Responsibilities | |
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(1)
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0Build, maintain and run an ongoing database for the inventory control of forms products for your Bank. |
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(2)
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0Design and analyze forms for the purpose of creating a useful, simple product that meets your processing 0and marketing needs. |
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