Vertical Market Education: Finance and Insurance

Vertical Market: Financial & Insurance – Episode Summary

In this episode of The Print University, Ryan McAbee and Pat McGrew unpack the massive, multilayered world of financial and insurance services—a vertical market where print remains essential despite rising digital engagement. This industry is tightly regulated, deeply rooted in documentation, and constantly evolving through mergers, rebranding, and new communication methods. For anyone developing printing industry training programs for new employees, MIS software training for print production, or outsourced training for print production staff, this episode delivers critical insights.

From credit unions and regional banks to multinational financial institutions and insurance giants, this sector generates an enormous volume of printed materials: monthly statements, policy declarations, EOBs, proxy statements, marketing campaigns, and pitch books. Whether serving customers with regulatory notices or pitching new services via leave-behind binders, print is foundational to how these organizations function and communicate.

The hosts explore the lifetime value of customers in this vertical, the critical need for brand consistency during mergers and acquisitions, and how automation (from ATMs to chatbots) shapes modern financial communication. Despite the rise of digital apps and online-only banking, paper still matters—especially for compliance and customer preference. PSPs serving this space must understand regulations, timelines, privacy requirements, and service-level commitments.

Local or global, this is a print-heavy industry where knowledge, compliance, and service precision unlock opportunity.

You Will Learn:

• Financial and insurance vertical structure: banks, credit unions, wealth management, and insurers

• Common print products: EOBs, statements, pitch books, policy notices, signage, and marketing mail

• Regulatory demands: federal/state rules, compliance, and privacy considerations

• Operational trends: automation, rebranding during M&A, omnichannel communication

• Sales strategy: customer lifetime value, regulated marketing, and local opportunity targeting

Who This Course Is For:

Print service providers targeting regulated industries, sales teams, compliance officers, prepress professionals, and operations managers delivering secure print workflows, digital printing press training, or lean manufacturing training printing industry

Time to Watch:

Approx. 20 minutes