Finance & Banking

Learn how automation speeds up transactional operations in the financial industry, renders PDFs, simplifies work for insurers and mortgage lenders.
Building a PDF Invoice Tool: How to Use an HTML to PDF Converter for Digital Invoicing
Marketing Automation
October 9, 2021
Learn how to create PDF invoices in a couple of easy steps and what to consider when choosing the right HTML to PDF Converter API and invoicing software.
How to Convert HTML Tables to PDF: Everything You Need to Know
Inkit in Use
October 5, 2021
Learn why it is problematic to convert tables to HTML code and PDF and discover top approaches used to render reports with tables to choose the most suitable one.
Use of Synchronous and Asynchronous PDF Rendering for Documentation Creation
Inkit in Use
October 5, 2021
Learn how to use synchronous and asynchronous code in HTML to PDF documentation creation, and which method is best for different cases.
What Programming Languages Can be Used for Document Conversion with an HTML into PDF API?
Product Guides
September 10, 2021
Check out the list of programming languages that allow converting documents through an HTML to PDF API: HTML to PDF PHP, HTML to PDF JavaScript, and others.
All You Need to Know About EDMS Standards and Requirements
Back Office Automation
August 27, 2021
All the standards and requirements for Electronic Document Management System (EDMS) you need to adhere to for going paperless and efficient business process automation.
How to Create & Format PDF Reports and PDF Invoices Programmatically
Digital Invoicing
August 17, 2021
Learn why and when you should use programmatic PDF reporting and how to automate PDF generation with HTML to PDF rendering and invoice templates.
Electronic Records Management Challenges of 2021 and How to Solve Them
Digital Invoicing
July 20, 2021
Learn what types of electronic records PDFs you may need to handle and what challenges to expect when adopting electronic records management solutions.
How to Integrate Pre-Built PDF Rendering Software into Your Product
Digital Invoicing
July 8, 2021
Learn why and how to integrate pre-built PDF rendering software into existing solutions through an API and what types of products need the PDF reader web app most
7 Digital Invoicing Best Practices for the Future of Remote Work
Digital Invoicing
June 29, 2021
Learn how a worker classification review, document rendering, and automation tools can help send digital invoices to employees and clients in the age of remote
A Detailed Guide to Financial Printing Rules, Laws, and Solutions
Digital Invoicing
June 25, 2021
Learn why we still need financial printing in the paperless age, what printing solutions are available in the market, and how to stay compliant using them.
Switching from Physical Documents to an Electronic Document and Record Management System (EDRMS)
Digital Invoicing
June 22, 2021
Learn about electronic document and records management system software (EDRMS), its benefits for business, and steps to adopt a document record management system.
PDF: The Best Format for Digital Document Management in 2021 and the Years Ahead
Digital Invoicing
June 14, 2021
Going paperless is the demand of the time. Discover why PDF will be the leading document management format in the future and how to manage PDFs with rendering.
Seven Ways for Digital Businesses to Benefit from PDF Conversion
Digital Invoicing
June 8, 2021
Learn how PDF converter works and why digital businesses need to adopt PDF conversion for ultimate document management automation and security.
PDF Rendering API for Digital Invoicing in Finances: How Does It Work?
Digital Invoicing
June 4, 2021
What a PDF rendering API is and why you need it for automated invoicing ✅ Invoice generator API implementation tips and benefits for financial organizations.
Top 5 Industries that Need PDF Rendering: Utilities, Finances, E-Commerce, Retail, and Healthcare
Digital Invoicing
June 1, 2021
In some industries, a PDF rendering engine is a must to deliver customer communications, automate document storage, and stay compliant. More about them here.
Document Auditing: 7 Tips on How to Set Up a Reliable Document Management Governance Process
Learn what are the challenges of document management governance and get valuable tips on how to organize document auditing with maximum effectiveness and ease.
Everything You Need to Know About HTML to PDF API: Pricing, Capabilities, and Features
Digital Invoicing
May 17, 2021
Learn what matters in HTML to PDF service API to pick the right solution for your business: paid vs. free APIs, must-have features, and rendering capabilities.
Secure Document Management and Delivery in the Age of Remote Work
If you need to organize secure document management and delivery during remote work, we have six approaches to help you.
How to Reduce Paper Trail and Improve Documents Security
Product Guides
April 16, 2021
Reducing paper trail ensures seamless document organization, easy customer communications, and many additional business advantages.
How to Choose a Rendering Tool to Generate PDF from HTML: Free, Paid, or Custom
Digital Invoicing
March 16, 2021
To regularly generate PDF from HTML for paperless communications or reports, you will need reliable software. Find out how to choose a PDF rendering tool here.
Going Paperless: Legal, Software & Security Challenges
Paperless payment processing and paperless communications can be challenging because of regulatory, software, and security issues. Learn how to solve them here
7 Features an HTML to PDF Converter Should Have
Reach Enablement
March 9, 2021
To effectively render HTML online and generate PDFs, an HTML converter should include a range of features, like automated conversion, API support, and more.
How to Convert HTML into PDF Files for Paperless Communication
Back Office Automation
February 11, 2021
Paperless billing benefits for businesses ✔ Learn how to convert HTML to PDF files and generate electronic documents with rendering software
How to Get Compliant with GDPR by Using Address Validation Tools
Compliance for GDPR is easier if you use address validation tools. More about how to get compliant with GDPR and implement automated address verification here
What Is KYC Verification and How to Automate It?
Learn why automated KYC verification based on address verification, intelligent document processing, and other checks is a must-have for financial services.
Address Verification for Compliance: Finances, Utilities, and More
Learn how address verification in your KYC checking process can help you become regulatory compliant across industries and make your business operations more secure.
Address Verification for Financial Services: How to Check Billing Addresses
Learn how to check billing addresses for a credit card and reasons to adopt automated credit card address verification for financial services and their users.
Paperless Compliance: Electronic Statements and Why You Need Them
Digital Invoicing
December 7, 2020
Paperless statements ensure high security, support restricted access, and have many other benefits for regulatory compliance. Find out more in this article.
Customer Touchpoints in Banking: How to Always Stay in Touch with Your Customers
Back Office Automation
November 4, 2020
Learn what customer journey banking touchpoints to include in your communication strategy and how to supercharge it with data verification and automation tools.
How to Convert HTML to PDF for Paperless Statements
Digital Invoicing
October 28, 2020
PDF rendering is essential to generate paperless statements and make them available to customers. Find out the key ways to convert HTML to PDF files in this post.
3 Methods for Bank Account Verification with Direct Mail Notices
Learn how direct mail notices are used with different bank account verification approaches to optimize your bank verification process and mail more efficiently.
Back-Office Automation for Offline Communications & Compliance
Back Office Automation
September 24, 2020
Find out what back-office automation is and how it can supercharge your business, including offline communications and automation compliance.
Mailing a Check: Why Direct Mail, How to Mail Safely, and What Delivery Time to Expect
Digital Invoicing
September 1, 2020
By sending checks through direct mail you provide a great backup for electronic services. Learn how to send checks in mail safely, and how long it takes.
How to Write a Payment Letter: Invoice Letter Templates, Requirements, and Delivery
Digital Invoicing
August 19, 2020
Check out detailed instructions on how to write a payment letter with links to invoice letter templates, tips on payment letter format, and delivery rules.
Failure of Payment Notice: What, Why, and How
Digital Invoicing
August 14, 2020
With the failure of payment notices, lenders can remind tenants about the due payment and resulting legal action. Learn everything about sending them on this page.
What Is an Overdue Payment Letter and How Companies Should Send It?
Digital Invoicing
August 14, 2020
Overdue payment letters are official communications sent to remind about late payments. Learn when your company needs to deliver them and via what channels.
How and Why to Track a Certified Letter
Back Office Automation
August 14, 2020
Certified mail provides proof of delivery, includes a tracking number, and is great for record-keeping.
Automating Customer Communication in the Finance Industry
Discover the main trends and approaches to automation in the finance industry and how banks, insurers, and mortgage lenders can optimize invoicing and notices.
Marketing for Banks: 5 Tips for Compliance with Financial Advertising Regulations
Financial advertising regulations and tips on bank marketing and advertising regulatory compliance. Learn how direct mail automation can boost your compliance.
The A to Z of Electronic Invoicing, Invoice Rendering, and Automation
Digital Invoicing
June 26, 2020
All-in-one guide to electronic invoicing: How does it work and what is PDF rendering? Three key ways to send an invoice in PDF format, including automation.
7 Business Survival Strategies for Mortgage Loan Companies, Credit Unions, and Insurers
Learn how COVID-19 affects the mortgage market. Business survival strategies and financial planning tips for mortgage loan companies, credit unions, and insurers
Sending Notices Through Transactional Direct Mail
What is data privacy notice? Privacy notice requirements in Regulation P, COPPA, HIPAA, and GDPR. Why is transactional direct mail good to send notices?
IDaaS: Identity Validation for Data Protection and Cost-Effective Marketing
What is identity as a service (IDaaS)? The main IDaaS features and who should use them. IDaaS solutions for data security, regulatory compliance, and marketing.
Tips on Effective Customer Communication for Financial Institutions
Direct Mail Marketing
April 30, 2020
Importance of customer communication in the banking sector. How to use the main elements of financial communication & additional tips. Direct mail for finances.
5 Ways to Reduce Operating Costs with Direct Mail Automation & API Printing
Marketing Automation
April 28, 2020
What is API printing and how does it work? More about API integrations as the basis of direct mail automation. 5 ways to reduce operating costs with direct mail
Pros & Cons of Digital Bills
Digital Invoicing
April 27, 2020
What is paperless billing? Pros and cons of digital bills. Discover why rendering as a service supported by Inkit is effective both for online and offline bills.
Why Emails Are Not Enough for Effective Communication in Banking
Marketing Automation
April 12, 2020
Using credit scores for effective communication in banking. Credit reporting channels in finances. Why mail and credit score mailing lists still matter.
3 Ways Fintech Companies Can Automate Direct Mail
Inkit in Use
April 10, 2020
Fintech companies automate direct mail with Inkit. Warming and converting leads, customer success, and customer notices are now an integration away.
4 Reasons Why Direct Mail Still Works for Banks
Direct mail + banks is a winning combination for marketers, and the results are only getting stronger with the advent of digital marketing.
5 Reasons To Outsource Transactional Direct Mailing
An invoice printing and mailing service can greatly increase your business efficiency. Find out about 5 reasons to outsource your transactional direct mailing.
Bank Notice Outsourcing: Facilitating Statement Processing with Automation
Digital Invoicing
April 3, 2020
What is the role of technology in statement processing? How do companies benefit from bank notice outsourcing? Read now to outperform your competitors in the long-run.
Transactional Printing Companies and Mailing Services
Digital Invoicing
April 1, 2020
What is transactional mail and why your business needs it? Main types of transactional print. Traditional print and mail services vs. Inkit’s mail automation
Transactional Mail and Legal Limitations
Transactional Mail Use Cases. Regulations and limitations related to transactional mail: HIPAA compliant invoicing, GDPR, PCI Standard, and Debt Collection Act.
Compliant Customer Communications for Financial Services
How to mail compliant financial services communications. Billing statement letter samples and other templates. Automated transactional print&mail services
5 Reasons to Outsource Financial Mail Printing and Delivery
Peculiarities of financial mail delivery services. How to mail reporting and marketing of financial services. 5 reasons to use financial mail automation.
Rules for Sending Advance Notice of Adverse Action Letters
What is an advance notice of adverse action? Use cases, rules, and advance notice periods. Advance notices templates. Direct mail automation for advance notices.
Notice of Adverse Action Letter Delivery Optimization
What is a notice of an adverse action letter? Structure, timing, and legal limitations of adverse action notices. Inkit’s direct mail automation for optimization.
Transactional Mail: Use Cases, Debt Collection Letters, and Mail Outsourcing
Digital Invoicing
March 21, 2020
Why transactional print is still crucial. Common uses of transactional mail, including debt collection letters. Mail outsourcing and the benefits of Inkit.

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