Internal Branch Communication Templates
[Template 1: Memo]
Financial Institution Name/Logo
Memo
To:
<Branch Managers>
From: <Financial Institution Executive’s Name, Title (Executive Sponsor)>
Date: <Insert Date>
Re:
Introducing Delivery Advantage℠ with CheckProtect®
Checks remain a critical part of <insert financial institution name>’s payments strategy and support
our overall account holder experience – whether provided free as a benefit of a designated checking
program or account holder paid. We are continually challenged to maximize check programs by
driving revenue, decreasing expenses and improving the account holder experience — all while
providing the level of security that <insert financial institution name> and our account holders
expect and demand.
We have partnered with Harland Clarke to offer a new program called Delivery Advantage. With
Delivery Advantage, CheckProtect, a secure and trackable delivery service, becomes the primary
check delivery method on check orders paid for by the account holder. We have chosen this
program because it offers the following benefits for our account holders:




Secure and trackable delivery at a competitive price
Tamper-evident, polywrap packaging that conceals the contents
Fully trackable delivery status at virtually any point during the delivery process
Estimated delivery date to ensure when to expect the check order
In addition, <insert financial institution name> also realizes the following benefits:




Improved check program performance
Protection of sensitive account information
Decreased risk and cost associated with fraud and identity theft
Reduced involvement in tracking lost or delayed shipments
There is no change to the ordering process. Harland Clarke’s ordering platforms and Contact
Centers automatically indicate CheckProtect delivery service for each account holder identified for
this solution. Communication has been provided to account holders who will be impacted by this
program change. <insert statement regarding account holder communication plan, such as timing,
method, etc.>
Effective immediately, please ensure that branch employees are aware of this new
program and that they communicate it to applicable account holders.
If you have any questions, please contact <insert name of financial institution contact and phone
number/email address>.
[Template 2: Letter]
<Date>
<Branch Manager Name>
<Address 1>
<Address 2>
<City, State, ZIP>
Dear <Branch Manager Name>,
Checks remain a critical part of <insert financial institution name>’s payments strategy and support
our overall account holder experience – whether provided free as a benefit of a designated checking
program or account holder paid. We are continually challenged to maximize check programs by
driving revenue, decreasing expenses and improving the account holder experience — all while
providing the level of security that <insert financial institution name> and our account holders
expect and demand.
We have partnered with Harland Clarke to offer a new program called Delivery Advantage℠. With
Delivery Advantage, CheckProtect®, a secure and trackable delivery service, becomes the primary
check delivery method on orders paid for by the account holder. We have chosen this program
because it offers the following benefits for our account holders:




Secure and trackable delivery at a competitive price
Tamper-evident, polywrap packaging that conceals the contents
Fully trackable delivery status at virtually any point during the delivery process
Estimated delivery date to ensure when to expect the check order
In addition, <insert financial institution name> also realizes the following benefits:




Improved check program performance
Protection of sensitive account information
Decreased risk and cost associated with fraud and identity theft
Reduced involvement in tracking lost or delayed shipments
There is no change to the ordering process. Harland Clarke’s ordering platforms and Contact
Centers automatically indicate CheckProtect delivery service for each account holder identified for
this solution. Communication has been provided to account holders who will be impacted by this
program change. <insert statement regarding account holder communication plan, such as timing,
method, etc.>
Effective immediately, please ensure that branch employees are aware of this new
program and that they communicate it to applicable account holders.
If you have any questions, please contact <insert name of financial institution contact and phone
number/email address>.
Sincerely,
[Insert signature]
<Financial Institution Executive’s Name (Executive Sponsor)>
<Title>
[Template 3: Email]
To: <Branch Managers>
Subject: Introducing Delivery Advantage℠ with CheckProtect®
[Email Body Copy]
Checks remain a critical part of <insert financial institution name>’s payments strategy and support
our overall account holder experience – whether provided free as a benefit of a designated checking
program or account holder paid. We are continually challenged to maximize check programs by
driving revenue, decreasing expenses and improving the account holder experience — all while
providing the level of security that <insert financial institution name> and our account holders
expect and demand.
We have partnered with Harland Clarke to offer a new program called Delivery Advantage. With
Delivery Advantage, CheckProtect, a secure and trackable delivery service, becomes the primary
check delivery method on orders paid for by the account holder. We have chosen this program
because it offers the following benefits for our account holders:




Secure and trackable delivery at a competitive price
Tamper-evident, polywrap packaging that conceals the contents
Fully trackable delivery status at virtually any point during the delivery process
Estimated delivery date to ensure when to expect the check order
In addition, <insert financial institution name> also realizes the following benefits:




Improved check program performance
Protection of sensitive account information
Decreased risk and cost associated with fraud and identity theft
Reduced involvement in tracking lost or delayed shipments
There is no change to the ordering process. Harland Clarke’s ordering platforms and Contact
Centers automatically indicate CheckProtect delivery service for each account holder identified for
this solution. Communication has been provided to account holders who will be impacted by this
program change. <insert statement regarding account holder communication plan, such as timing,
method, etc.>
Effective immediately, please ensure that branch employees are aware of this new
program and that they communicate it to applicable account holders.
If you have any questions, please contact <insert name of financial institution contact and phone
number/email address>.