Abstract: A system and method for providing a presentation instrument in combination with a financial statement includes a host computer system and a printer communicatively coupled to the host computer system. A presentation instrument initializing machine is communicably coupled to the host computer system. The system also includes a mail processing machine. The host computer system is configured to determine when to consolidate the presentation instrument with the financial reporting information, to transmit instructions to the printer to print the financial reporting information, to transmit instructions to the presentation instrument initializing machine to initialize a presentation instrument and to transmit to the mail processing machine instructions to combine the presentation instrument with the printed financial reporting information.

Abstract: Systems, methods, and machine-readable mediums are disclosed for strategic communications. In one embodiment, the strategic communications system comprises a rules data store including a decision rule, a recipient data store including recipient data for a plurality of recipients, and decision logic configured to determine for each of the recipients whether to include a decision-based component on the correspondence for the respective recipient based at least on the decision rule and the data associated with the respective recipient. The strategic communications system further includes correspondence manager logic to format the correspondence for each of the recipients and a printer including a selective perforation module to selectively add the perforation to the correspondences including the decision-based component.

Abstract: Systems and methods are described for determining security features to be included upon a commercial instrument. Security features are dynamically selected for inclusion on a particular commercial instrument based on the characteristics of the customer, as applied to the security criteria related to the particular instrument. The selected security features are printed on the applicable instrument, and this process of dynamic selection and printing may be repeated for each of a number of additional instruments.

Abstract: A method of providing a postcard presentation instrument for use in a transaction includes applying an information storage medium to a postcard to create a postcard presentation instrument, delivering the postcard presentation instrument to a destination via a distribution system, and settling a transaction involving the postcard presentation instrument. A system for providing a postcard presentation instrument for use in a transaction includes a processing system for applying an information storage medium to a postcard to create a postcard presentation instrument, and a host computer system that receives a request to activate the postcard presentation instrument.

Abstract: A method of including a gift card in a mailing to a customer includes receiving a request to include gift cards in mailings to each member of a group comprising one or more customers. The group includes the customer. The method also includes preparing the mailing. The mailing includes the gift card and the gift card is inactive. The method further includes sending the mailing to the customer and receiving a request from the customer to activate the gift card. The request includes an identifier of the gift card and payment for an amount of value to be assigned to the gift card. The method further includes settling a transaction involving the gift card and a recipient of the gift card. The recipient and the customer are different.