Direct Mail for Digital Finance
Help 13M+ SoFi Members Take Action — With Intelligent, Automated Direct Mail
SoFi has redefined digital financial services. Now bring that same automation-first approach to your physical mail. Lob helps SoFi scale personalized direct mail across lending, banking, investing, and card programs — ensuring every preapproved offer, compliance notice, and servicing letter is triggered, tracked, and optimized just like your digital channels.
Automate Compliance Mail at Scale
From GLBA privacy notices to adverse action letters and mortgage disclosures, Lob ensures SoFi's regulatory mailings are triggered accurately and delivered on time — reducing risk across OCC, CFPB, and FCRA requirements.
Personalized Preapproved Offers, Programmatically Sent
Turn SoFi's preapproved direct mail campaigns into high-performing, data-driven programs. Lob connects to your member data to deliver hyper-targeted loan, credit card, and product offers with full attribution and measurability.
Seamless Integration With Your Stack
Lob's API-first platform fits naturally into SoFi's cloud-native, AWS-based infrastructure. Trigger mail programmatically from your existing systems — just like you'd fire an email or push notification through Galileo.
Track Every Mailpiece Like Digital
Give SoFi's marketing and operations teams real-time visibility into mail delivery, engagement, and conversion. Connect direct mail performance to your cross-sell analytics and digital acquisition loops.
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.
Ready to Scale SoFi's Direct Mail Into a Fully Automated, Measurable Channel?
