FinTech Direct Mail Automation
Tipalti Automates Finance — Lob Automates the Mail That Supports It
With 6,500+ global customers, 90B+ in total payment volume, and compliance-heavy workflows spanning tax notices, KYC onboarding, and supplier communications, Tipalti needs physical mail that keeps pace with its platform. Lob gives Tipalti the infrastructure to automate, personalize, and track every piece of direct mail — from regulatory disclosures and vendor onboarding kits to high-impact ABM campaigns targeting finance leaders — at the same scale and precision Tipalti brings to global payouts.
Automate Compliance Mail at Scale
Tipalti manages tax compliance, KYC onboarding, and supplier validation across 200+ countries. Lob automates the required physical notices, disclosures, and identity documentation follow-ups so nothing falls through the cracks — even as your payee network scales.
Streamline Vendor Onboarding Communications
From payment enrollment support to onboarding kits for new suppliers, Lob lets Tipalti trigger personalized, trackable mail programmatically through a simple API — eliminating manual processes and ensuring every vendor receives the right materials on time.
Power ABM for Finance Leaders
Tipalti's go-to-market spans gaming, healthcare, financial services, and ERP ecosystems like SAP and Microsoft Dynamics. Lob enables highly targeted direct mail campaigns that complement Tipalti's digital outreach to break through with CFOs and finance decision-makers.
Track Every Piece with Analytics
Just as Tipalti provides real-time visibility into global payments, Lob delivers full tracking and delivery analytics for every mail piece — giving your operations, compliance, and marketing teams the data-driven confidence they expect from a modern automation 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 Tipalti Turn Direct Mail into an Automated, Trackable Channel
