Fintech Direct Mail at Scale
Power Compliant, Trackable Mail Across 40,000+ Sunbit Locations
With millions of loan customers and tens of thousands of merchant partners, Sunbit needs direct mail infrastructure that matches the speed and precision of your embedded-finance platform. Lob automates compliance-sensitive communications — from adverse action notices to co-branded card acquisitions — with full delivery visibility, API-driven triggers, and integrations that connect to your existing workflows.
API-Driven Compliance Mail
Automate adverse action notices, privacy disclosures, and cardholder communications with triggered, trackable mailings that meet regulatory requirements — no manual processes or print vendor coordination required.
Scale Across Every Location
Whether it's merchant onboarding kits for Crash Champions' 650+ centers or card welcome packets for Ollie's co-brand customers, Lob delivers personalized mail at the scale Sunbit's 40,000+ location network demands.
Full Delivery Visibility & Tracking
Go beyond your current print vendor with real-time mail tracking, delivery confirmation, and campaign analytics — giving Sunbit measurable ROI on every piece sent across acquisition, lifecycle, and compliance programs.
Seamless Workflow Integrations
Lob connects to the CRM, payment, and customer platforms Sunbit already uses, enabling event-triggered mailings tied to loan decisions, card activations, merchant launches, and collections workflows without engineering overhead.
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 Sunbit Modernize Direct Mail at Fintech Scale
