Credit Unions
Document Delivery for Credit Unions
XDI partners exclusively with credit unions to manage the production and delivery of member statements, daily notices, tax forms, and electronic documents. Our solutions are designed for the operational realities of credit unions—high-volume, time-sensitive communications where accuracy, consistency, and member experience matter.
What we deliver for Credit Unions
XDI provides a complete suite of credit union communication services across print and electronic delivery.
- Statements (Print & eStatements)
- Daily & Regulatory Notices
- Electronic Documents
- Member Tax Forms
- Targeted Inserts & Messaging
Built for Credit Union Operations
- Experience working with credit union core systems
- High-volume processing with strict timelines
- Flexible delivery: print, electronic, or hybrid
- Centralized document production
- Document archival and access services
Why Credit Unions Choose XDI
- Focused exclusively on credit unions
- Decades of experience with member communications
- Dedicated service teams
- Consistent delivery across all document types
- Long-term partnership approach
The responsiveness of the XDI team is excellent and makes my job a lot easier.
Susan King, NIH Federal Credit Union
FAQ
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How do members enroll in eStatements or eNotices?
Clients can choose to manage Electronic Delivery Enrollment through digital banking platforms, or with XDI’s Enrollment Module.
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How long are electronic documents retained?
XDI provides credit unions the ability to specify electronic document retention timelines for both staff and member access.
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Can members change delivery preferences?
Yes, members can choose between paper and electronic delivery based on your credit union’s policies.
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Do electronic documents match printed versions?
Yes. Electronic documents share the same format as printed versions for consistency and clarity, and they also offer the option of color for logos, tables, and targeted messaging.
Talk with a credit union documEnt specialist
Whether you’re evaluating statement delivery, notices, or electronic documents,
XDI can help you find a solution that fits your operations.