Solutions for the Financial Industry

In the complex and highly-regulated financial industry, you need a single source you can trust. Proforma’s online stores are all PCI compliant, and our multifaceted approach will help you earn new business and increase revenue. A variety of personalized print and promotional options and our interactive digital strategy make Proforma the one partner you’ll ever need for your business development, operations and marketing program support. Proforma can handle all of your company’s needs, from standard forms and statements to projects that require a more creative approach.

Financial Market Portfolio

Proforma is the single source you need to produce, distribute, manage and track all your customer engagements through integrated campaigns built upon targeted and relevant client communications. This streamlined marketing approach results in a strong and consistent brand image across all platforms.

Comprehensive Communications Solution

Benefit from the experience of Proforma to help you develop Smart Communications, creating process efficiencies and drive positive customer behavior. We’ll create powerful, comprehensive solutions for your communications challenges and help you increase customer retention and cash flow.

Print Management Solutions

Improve workflow and lower costs with simplified print management solutions that encompass all of your print collateral and business document needs through a global network of production and fulfillment offices. We combine the right people, processes and technology to help optimize workflow, simplify project management and reduce costs through the use of:

  • A global network of print and fulfillment solutions
  • A full service eCommerce platform
  • Digital technology and reporting systems

Promotional Marketing Support

With the industry’s largest support system of product suppliers across the globe, Proforma is well-suited to source, develop and manage all of your promotional marketing needs. Create efficiencies and streamline processes with the inclusion of an online eCommerce solution to help you track and manage your product purchases and inventory reports. We’ll combine the power of creative marketing messages with the necessity of controlled cost savings and provide:

  • Full service marketing support and creative development
  • Better than market product sourcing available to ship across the globe
  • Customized online stores to streamline processes reduce costs and manage inventory

Direct Marketing Support

Create comprehensive marketing programs that deliver an interactive user experience. Combine the power of the written word with unique branded merchandise and creative, high-impact graphics to fuel your outbound marketing programs and capture the attention of your audience. From direct mail and email to social and digital media, Proforma is well versed in the art of conversation and can create powerful marketing programs to excite all audiences. Allow us to help you create and deliver comprehensive programs that:

Incorporate physical goods with digital goods for a well-rounded approach

Feature full service marketing agency support from theme generation and copywriting to production and fulfillment

Streamline processes and reduce costs by working with one point of contact

Related Services

Looking for more information on our solutions for the financial industry? Here are just some of the specific services we provide our customers:

  • Data Privacy and Security
  • Data and Analytics
  • Integrated Billing
  • Kitting
  • Digital Publishing
  • Augmented Reality
  • Distribution
  • Interactive Displays
  • Direct Mail
  • Digital Production

Proforma Financial Case Study

Customer: Empower Retirement for Penn State Health, Milton S. Hershey Medical Center

Sale Amount: $6,000

Products Delivered

500 custom-printed mailer boxes

Logo-imprinted call bells

Metal pens

Two-sided full-color postcards


Empower Retirement’s marketing team needed to reach out to 500 potential clients in hopes that they would transfer their 401ks to Penn State Hershey Medical Center’s website, They wanted to send out mailers with promotional products and a letter, so they turned to Proforma Denali Marketing to make it happen.


Proforma Denali Marketing worked with the client to develop mailers that would attract attention and remain within their budget. They proposed mailing custom boxes with two promotional products – an elegant call bell imprinted with their logo and a sophisticated metal pen, packed with corporate colored crinkle paper and an enclosed two-sided full-color postcard. Originally, Empower had planned to use its own marketing team to assemble and ship the mailers. Proforma Denali suggested the use of a fulfillment center to save the marketing team a lot of time. With a two-day turnaround, this proved to be extremely cost-effective. Showcasing its wide range of capabilities, Proforma Denali Marketing handled all aspects of the project, including the promotional products, postcard printing, custom box, kitting and direct shipping.


Empower was overjoyed with Proforma Denali Marketing’s ability to seamlessly take care of their entire project. They were amazed at the quality of the products as well as the quick two-week turnaround, all at a reasonable price. Proforma Denali Marketing looks forward to continuing to provide this client with more creative, budget-friendly solutions in the future.

Learn how our Promotional Products & Programs can help your company get the recognition it deserves.

Contact us today