How BDI delivers your member documents
From the moment your data file lands at BDI to the moment a member opens their statement, every BDI engagement runs the same proven workflow. Six steps. One source of truth. Print, web, and archive populated from a single composed job.
From your data to your members
The same six-step workflow runs whether you are sending one statement cycle or a year of cycles. Production automation keeps throughput high. Optional approvals let your team stay in the loop where it matters.
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1
Secure file submission
Your daily or cycle data file flows into BDI over secure file transfer with mutual authentication. Files are encrypted at rest from the moment they arrive. Scheduled jobs trigger production automatically; on-demand jobs run as soon as the upload completes.
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2
Composition and validation
Proprietary parsing scripts validate every record against your job spec, then compose documents using your brand-specific layout, disclosure language, and any data aggregation rules (statement + credit card merge, multi-account consolidation, and similar). Targeted marketing inserts thread in here based on your segmentation rules.
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3
Client approval, when you want it
Approval samples post to ClientConnect for your team to review before production releases. Sign off online and the job proceeds. For standing cycles where you trust the workflow, skip approval entirely so throughput is not gated on review.
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4
Production and delivery
The same composed source populates both channels: high-speed digital press for print and mail, and BDI's eStatement platform for electronic delivery. eNotifications fire to the right members so digital documents do not sit unread. One job, two channels, no duplicate work.
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5
Postal handling, onsite and certified
Print pieces flow through BDI's USPS-certified sort facility without leaving the production perimeter: MLOCR with IMB, CASS/MASS-certified addressing, FastForward, Track and Trace, and onsite USPS verification. Mail moves once, accurately, at the lowest qualifying rate.
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6
Archive and reporting
Documents flow into long-term archive with searchable indexing, integrated with member-facing retrieval through your online banking. Production reporting and audit trails are available through ClientConnect for the full retention window.
Where you work alongside us
Most of the workflow runs in the background once it is configured. Where you log in and where your team stays in the loop is ClientConnect — the portal every BDI client uses.
Submit jobs
Upload data files, choose run options, and trigger composition.
Approve proofs
Review composed samples before production releases.
Manage inserts
Attach inserts and onserts to the current cycle.
Target members
Apply segmentation rules to marketing messages and offer placement.
Pull reports
Production volumes, postal counts, eDelivery engagement, and exceptions.
Download archive
Search and retrieve composed documents from the long-term archive.
What stays the same when you switch to BDI
Your data file stays put. BDI accepts your existing core-banking output format. No reformatting on your side. The composition layer absorbs schema differences, so your IT team is not on the hook for a data project to onboard.
Your member experience improves quietly. Members keep receiving statements on the schedule they expect, on the channel they expect. The change happens behind the scenes: cleaner composition, faster turnaround, better postal economics, and an electronic option that reads well on every device.
Your operations team gets one place to look. Instead of stitching status across vendors, ClientConnect surfaces every cycle's state, every report, and every archived document in one workspace.
Frequently asked questions
How long does the workflow take end to end?
For standing cycles, production typically runs the same business day a file is submitted, with mail induction the same or next business day. Notices and on-demand jobs are configured per client; many run inside a 48-hour window. Tax-season and other peak cycles are scheduled in advance.
Does BDI integrate with my core banking system?
Yes. BDI works with the major US core banking and online banking platforms used by credit unions and community banks. See the Core Banking Integrations page for the current list and integration model.
What does the onboarding period look like?
A new client engagement begins with a scoping conversation, then a sample file exchange to validate composition. Once your layout is approved, a parallel cycle runs alongside your current vendor before BDI takes over. Most institutions complete the full migration within a few cycles.
How are eStatements and print kept in sync?
Both channels render from the same composed source. The eStatement is not a re-rendering of the print piece; it is the same document, presented in an HTML5 layout for digital and a paper layout for mail. Marketing messages, disclosures, and footers are kept in lockstep across both channels.
Where does my data live, and for how long?
Production data is held in BDI's segregated environment in the continental US. The composed-document archive retains documents per the schedule defined in your contract. Typical retention is seven years, configurable per regulatory requirement. See Trust Center for the detailed security posture.
Ready to see the workflow on your data?
Walk through a sample cycle with the BDI strategic team. We respond within one business day.
Request a workflow demo