Financial Services Direct Mail
Scale Compliant Customer Communications as Fast as JG Wentworth Is Growing
With 375K+ customers across debt relief, structured settlements, home equity, and personal lending, JG Wentworth needs mail operations that keep pace with rapid expansion. Lob automates and tracks every piece — from state-required disclosures and adverse action notices to personalized cross-sell campaigns — so your team can stay compliant across all 50 states without sacrificing speed or visibility.
Multi-State Regulatory Compliance Built In
Automate GLBA, CCPA, and state-specific disclosure mailings with dynamic templates that adapt to each recipient's jurisdiction — reducing manual compliance risk across JG Wentworth's nationwide lending and debt settlement operations.
Trackable Transactional Mail at Scale
Give your operations team real-time delivery tracking on settlement updates, payment confirmations, and loan notices — providing the same visibility into physical mail that JG Wentworth already expects from its digital channels.
Personalized Marketing That Converts
Trigger data-driven direct mail campaigns for debt relief win-backs, home equity cross-sells, and marketplace offers using the analytics and predictive models JG Wentworth has already invested in building.
Seamless Salesforce & API Integration
Connect Lob directly to your Salesforce CRM and existing digital infrastructure to orchestrate mail alongside your multi-channel customer journeys — no manual handoffs or batch file uploads required.
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 Lob Helps JG Wentworth Automate Compliant Direct Mail Across Every Product Line
