Credit union statement processing and member communications
BDI is the long-term strategic partner credit unions across the country trust for member communications. Statement print and mail, eStatement delivery, document archive, periodic notices, and marketing. Forty-two years of credit-union-specific operating experience, modern secure technology, and the team to make every member touchpoint feel like it came from inside your shop.
Built for credit unions, not retrofitted from corporate print
BDI started in 1984 serving credit unions, and the platform has been refined on credit union workflows ever since. Statement formats, member targeting, examiner expectations, NCUA-aware notice cycles. All designed in, not bolted on.
If your credit union is currently sending statements, periodic notices, tax forms, and member marketing through separate vendors, BDI consolidates them into one cycle. The same data feed produces print, eStatement, archive, and marketing inserts. The same team manages approval, production, postal sort, and archive. So there is one accountable partner for every piece your member receives with your name on it.
Every credit union we work with gets a named account team and direct access to the ClientConnect portal for job submission, proof approval, and reporting.
Statement print & mail
High-volume credit union statement production with USPS-certified presort, intelligent commingling, and same-cycle archive.
eStatement delivery
Mobile-responsive eStatements with eNotifications, integrated with your online banking and core platforms.
Document archive
Compliance-grade member document archive with retention controls, audit trail, and member-facing retrieval.
Marketing campaigns
Variable-data inserts, onserts, targeted member communications, and cross-channel campaign execution.
Examiner-ready compliance & security
Credit union examiners ask the same questions every cycle. BDI's Trust Center answers them up front. SOC 2 Type II audited annually, GLBA-aligned controls, encrypted file transfer, and documented retention and disaster recovery procedures.
If your examiner has flagged a vendor risk gap, or your CISO is evaluating a print-and-mail rebid, BDI's current SOC 2 Type II report and information security contact are available on request. The Trust Center page is the single source for every artifact your vendor risk team needs.
Frequently asked questions
How does BDI integrate with credit union core banking platforms?
BDI has direct data integrations with Symitar, Corelation, Fiserv, Jack Henry, and other widely-used credit union cores. See the core integrations page for the full list. Setup is managed by the BDI team end-to-end.
What is the smallest credit union BDI works with?
BDI partners with credit unions of every size, from community CUs under $100M in assets to multi-billion-dollar institutions. The same platform, same security posture, same dedicated team. Sized to your cycle volume.
Can BDI handle both print and eStatement delivery from the same data feed?
Yes. The same data file produces print statements, eStatements, eNotifications, and the archive entry. Eliminating duplicate vendor workflows and reconciliation cycles. Members get the channel they have enrolled in, with no operational difference on your end.
How long does it take to migrate a credit union from another statement vendor?
Typical migrations run 60–90 days from contract execution to first live cycle, including data integration, statement format design approval, test cycles, and member archive backfill. BDI's account team manages the timeline alongside your operations leadership.
Bring statement processing under one roof.
Schedule a consultation with the BDI strategic team. We will analyze your current member communication workflow and propose a tailored solution for print, mail, and digital delivery.
Schedule a consultation