Secure, Compliant Communications for Financial Institutions

Navigate complex communications while delivering timely, personalized customer experiences across every channel—print, email, SMS, and digital portals.

AIIM is a trusted communications partner to Canada’s leading banks, credit unions, wealth managers, and financial service providers.

Our secure, scalable platform empowers organizations to streamline customer communications with complete confidence. Backed by SOC 2 Type II compliance and ISO 9001 certification, we deliver high-volume transactional and regulatory content with precision—from tax slips and investor notices to mortgage statements and onboarding kits. 

Whether you’re modernizing your communications, tackling compliance obligations, or improving efficiency across print and digital, AIIM brings unmatched experience and infrastructure to every engagement.

Challenges We Solve

Financial institutions and service providers face growing demands to: 

Ensure compliance with constantly evolving financial regulations
Safeguard sensitive customer, employee, and transactional data
Reduce the risk of a privacy breach in the mailing process
Manage high volumes of regulatory and customer communications
Deliver personalized correspondence at scale
Integrate physical and digital channels seamlessly
Fulfill CRA and Revenu Québec tax form composition with accuracy
Support branch and advisor teams with secure, brand-controlled tools
Reduce operational costs while improving speed and oversight

Our Financial Solutions

CRA-Compliant Tax Form Composition & Fulfillment

Ensure accurate, automated delivery of required tax slips for CRA and Revenu Québec:

T4, T4A, T5, T3, NR4 and other forms
Automated or trigger-based generation from HR, CRM, or financial platforms
Multi-channel delivery (print, email, SMS) with full audit tracking
Secure archival and amendment processing

Statements, Notices & Client Correspondence

Streamline your high-volume transactional communications: 

Banking and investment statements
Mortgage, loan, and privacy notices
NSF alerts, collections letters, and rate change
Secure cheque printing, confirmations, and onboarding kits

Proxy & Tabulation Services

Run compliant shareholder communications and secure voting experiences: 

Management circulars, VIFs, and meeting notices
Notice-and-Access compliant mailing and e-delivery
Integrated phone, online, and mail-in voting
Certified tabulation, scrutineer support, and final reporting

Marketing Campaigns & Investor Communications

Support acquisition and retention with compliant outreach: 

Personalized direct mail and email campaigns
Branch marketing materials and signage
Large-format print and investor event collateral

Digital Storefronts & Branch Support

Give local teams secure, self-serve access to compliant materials: 

Advisor and branch portals for fast, brand-approved ordering
Access-controlled environments with versioning and templates
Personalized and customized welcome kits

End-to-End Composition & Data Services

Transform raw data into personalized, compliant communications: 

Full data ingestion, formatting, and document composition
Real-time integration with core banking and HRIS systems
Automated QC and regulatory compliance checkpoints

Why Financial Institutions Choose AIIM

Connected Automation 

Real-time document generation via CRM, HRIS, and core banking integrations

Print-on-Demand Flexibility 

Custom production with reduced overhead and faster turnaround

Compliance Confidence 

SOC 2 Type II, and ISO 9001 certified

Integrity First

Transparent, secure processes at every stage

Speed with Agility 

Rapid response to regulatory or operational changes

Total Control 

Real-time dashboards, audit trails, and compliance oversight

End-to-End Services

From raw data to delivery across print, digital, and SMS 

Sustainable Communications

Carbon-neutral direct mail solutions that demonstrate responsible stewardship

Ready to elevate your financial communications?

Connect with us to simplify your workflow—securely, intelligently, and at scale.