Direct Mail for Credit Unions
Automate Member Mail for 530,000+ Members — Without the Manual Lift
Delta Community Credit Union delivers critical communications every day — from compliance notices and tax forms to loan documents and member campaigns. Lob helps Georgia's largest credit union modernize and automate its direct mail operations, reducing manual processes, ensuring regulatory compliance, and giving your team full visibility into every piece of mail sent across all 34 branches.
Automate Statements & Notices
From paper statements and CD maturity notices to change-in-terms and NSF communications, Lob automates the production and delivery of compliance-critical mail so Delta Community never misses a deadline or regulatory requirement.
Simplify Tax Form Mailings
Automatically generate and send 1099, 1098, and 5498 forms to members via USPS — with full tracking and address verification to reduce returned mail across your 530,000+ member base.
Integrate With Jack Henry
Lob connects with your existing Jack Henry ecosystem and other core systems through flexible APIs, enabling automated mail triggers without disrupting your current workflows or requiring heavy IT resources.
Track Every Piece of Mail
Gain real-time delivery visibility across transactional, compliance, and marketing mailings — giving Delta Community's operations and marketing teams the same analytics they expect from digital channels.
Simplify your financial services mail without tradeoffs
Transactional mail for financial services
As mail volume grows, your speed can’t slip. Lob has the infrastructure and supply chain expertise to get your high-volume tax forms, checks, and more out the door and to their destination fast – while helping you maintain consistency and SOC 2 compliance.
How Lob helps
- API-driven automation: Trigger mail directly from your systems for shorter lead times and decreased security risks.
- Print Delivery Network: Route mail closer to the destination for better delivery speed.
- End-to-end tracking and PDFs: Track mail from production through delivery to streamline optimization and audits.
Direct mail for financial services marketers
Automate your pre-approvals and retention campaigns based on real-world events – and hit the mailbox before the competition. Lob helps financial services marketers win with automated, personalized direct mail that’s easy to track and optimize. Drive high ROI without any heavy lifting.
How Lob helps
- Personalized, reusable templates: Design once, then personalize content dynamically with your data.
- Routing intelligence: Lob’s Postal IQ selects the most efficient USPS entry path for optimized delivery.
- Campaign analytics: Integrate with your CRM or CDP to track multichannel campaign results.
See Lob in action
68%
of financial services
leaders say mail is effective
for acquisition
63%
of industry marketing
leaders use AI for
personalized messaging
87%
of leaders say mail logistics
are a blind spot they’re
addressing
Our experts know financial
services mail
Read the Q&A from Lob financial services experts
How do we keep financial services mail fast and consistent as volume grows?
Lob's Print Delivery Network routes mail through a distributed print infrastructure, so speed and quality stay consistent whether you're sending thousands or millions of pieces. No vendor juggling, no drop-off at scale.
Can we run direct mail in a way that holds up in SOC 2-regulated environments?
Lob completes annual SOC 2 Type 2 audits across all five Trust Services Criteria and provides audit-ready tracking and documentation for every mailpiece. Your compliance team will have the support they need, but as with any vendor, confirm that Lob fits within your specific compliance requirements.
How do we integrate direct mail with our existing tech stack?
Direct mail APIs make it easy to connect Lob directly to your CRM or core systems so that you can trigger tax forms, checks, and statements from existing workflows. Plus, you can send delivery data back into your platforms and keep direct mail coordinated with the rest of your channels.
See How Delta Community Credit Union Can Modernize Member Mail With Lob
