Secure, Compliant Transactional Communications

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

AIIM is a trusted partner for organizations that manage sensitive, high-volume client communications.

We deliver secure, accurate, and timely transactional documents across print, email, SMS, and digital platforms. Backed by SOC 2 Type II and ISO 9001 certifications, we ensure every statement, notice, invoice, and regulatory communication meets the highest standards of compliance and operational integrity.



Whether you’re in financial services, wealth management, collections, utilities, insurance, government, or business services, our automated workflows reduce manual effort, accelerate delivery, and ensure your documents reach customers on time and on brand.

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Our Key Benefits

Statements & Invoices

Our end-to-end solutions streamline the production and delivery of essential customer documents, including:

  • Banking and investment statements
  • Loan and mortgage notices
  • Overdraft/NSF alerts and collection letters
  • Privacy updates and rate change notifications
  • Personalized welcome kits, cheques, and confirmations
  • High-volume utility and service provider billing

Features include:


  • Secure data ingestion and document composition
  • Variable data integration for personalized messaging
  • Automated insertion and postal optimization
  • Digital delivery through secure email and client portals
  • Real-time tracking, reporting, and audit history via iControlZone

Regulatory Notices & Tax Communications

Meet strict requirements with automated, compliant processes:

  • Compliance letters, service notices, and disclosure updates
  • Audit-ready version control, secure archival, and delivery tracking
  • Financial disclosure notices
  • Client consent requests
  • Timely delivery of critical documents 

CRA & Revenu Québec Tax Slips

AIIM produces and distributes all major tax forms across channels:

  • T4, T4A, T5, T3, T220, NR4, and more
  • Automated generation from HR, CRM, and financial systems
  • Email, print, and SMS delivery options with audit trails
  • Full support for amendments and year-end summaries

Proxy & Tabulation Services

Support shareholder and investor communication with end-to-end proxy solutions:


  • Management proxy circulars, Voting Instruction Forms (VIFs), and meeting notices
  • Proxy vote service for TSX-listed companies
  • Insurance shareholder communications
  • Not-for-profit proxy mailing services
  • Notice-and-Access compliant mail and e-delivery
  • Integrated voting platforms (online, phone, mail-in)
  • Certified tabulation, scrutineer support, and reporting

Secure Document Delivery

Secure document delivery means more than just getting a message to its destination. It’s about ensuring that every communication—print or digital—is accurate, timely, and protected, from data to delivery.

  • Encrypted Data Transfers – Secure sFTP, API integration, or web portal uploads
  • SOC 2–Compliant Infrastructure – Trusted by financial institutions, insurers, and crown agencies
  • Audit Trails – Timestamped production and delivery logs
  • Multi-Channel Output – Print, email, SMS, or portal upload with confirmation
  • Physical Mail Security – Controlled access to production and fulfillment facilities
  • PII Handling Protocols – Strict controls over Personally Identifiable Information throughout processing

Why Business Leaders Choose AIIM

Connected Automation

Direct integrations with SFTP, CRMs, APIs, core banking systems, and HR platforms

Tax Season Efficiency

Compliant tax slip production, delivery, and audit readiness

Print-on-Demand Agility

Custom production without inventory waste

Digital Storefronts

Secure, brand-compliant portals for branch and advisor access

Regulatory Confidence

SOC 2 Type II and ISO 9001 certifications

Speed + Integrity

Fast turnarounds backed by certified security protocols

Total Transparency

Dashboards and real-time tracking for total control

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Ready to Elevate Your Business Communications?