Community Banking, Modernized Mail
Automate Direct Mail Across All 29 Branches and Your Growing Fintech Network
The Bank of Missouri is transforming its data infrastructure and expanding digital banking through fintech partnerships — but compliance mailings, card carriers, and customer communications still demand physical delivery. Lob helps you automate, track, and personalize every piece of mail across your bank and fintech-issued programs, so your operations scale as seamlessly as your digital ambitions.
Automate Compliance & Regulatory Mail
From annual privacy notices and change-in-terms disclosures to adverse action letters, Lob ensures every regulated mailing is accurate, auditable, and delivered on time — helping you maintain your Satisfactory CRA standing with confidence.
Streamline Card & Statement Mailings
Automate monthly billing statements, replacement card carriers, and lending disclosures across your Visa, Mastercard, and fintech-partner programs with centralized workflows and real-time delivery tracking.
Integrate with Your Data Stack
Lob connects directly with platforms like Snowflake and Informatica IDMC, allowing The Bank of Missouri to trigger personalized mail based on the same clean, centralized customer data powering your analytics and segmentation.
Scale Mail for Fintech Partners
As your i2c partnership brings new fintech clients and digital banking products online, Lob consolidates print and delivery workflows so every program's customer communications are handled through a single, trackable platform.
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 The Bank of Missouri Modernize Direct Mail Operations
