Financial Services
Automated Financial Mail: Personalized, Secure Financial Direct Mail
From special offers to account statements to paychecks, deliver secure direct mail that keeps your audience engaged.
What good looks like
We’ve helped hundreds of financial services companies send direct mail with massive impact. Here’s what we’ve seen work.
Promotions
Send fridge-worthy special offers
According to our 2024 State of Direct Mail Consumer Insights survey, 78% of consumers are likely to open or read a direct mail piece with an offer or promotion.
Account Statements + Updates
Share essential information
Paychecks
Streamline accounts payable
Securely send and track checks, money orders, and other payments at any scale.
Winning Formats
Checks
Tax Documents
Securely send tax information
Come January, send tax documents to all your clients — and leave the logistics to us.
Stand out from the digital noise —
and your competition
Send mail faster while cutting costs
Automate your direct mail and see up to 85% in cost savings. Lob integrates with your digital channels so you can use your customer data to trigger sends and get in mailboxes in days instead of weeks.
See our full list of integrations
“Lob created a more efficient process with more flexibility and saves everyone time and resources,”
– Laura Costello, Head of Marketing
Don’t lose customers to typos
Address verification stops failed deliveries in their tracks.
Learn more about address verificationPut security and compliance first
Every printer in Lob’s network meets industry-leading standards to ensure the safety and security of your mail. Our annual third-party audits ensure compliance with HIPAA, SOC-2, and more.
See how printing worksWhy do so many financial service companies already trust Lob? Because of numbers like these
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50%
Reduction in costs
4X
Increase in
response rates
State of Direct Mail Consumer Insights
84%
of marketers say direct mail has the highest ROI
Financial Services FAQs
Financial services marketing is a specialized form of marketing that focuses on promoting financial products and services to consumers or businesses. This can include traditional banking, investment management, insurance, credit cards, loans, and other financial products.
In recent years, the financial services industry has become increasingly competitive with the rise of online fintech companies and technological advancements changing how people interact with their finances. As a result, effective marketing strategies are crucial for companies in this sector to stand out and attract new customers.
One key aspect of financial services marketing is building trust and credibility with potential clients. Since money is such a sensitive topic, consumers want to feel confident in the company they choose to handle their finances. Marketing efforts must showcase the company's expertise, reliability, and commitment to customer satisfaction.
Direct mail is a popular marketing tactic for financial service companies because it allows them to reach potential customers directly in their homes or offices. This physical form of advertising can be particularly effective in the financial industry, where trust and credibility are critical.
Financial service companies can use finance mail to target specific demographics or geographic locations that align with their ideal customer profile. They can also personalize the messaging and offers based on the recipient's financial needs and interests.
Some common examples of direct mail for banks include credit card offers, loan pre-approval letters, promotional flyers for new services, and educational materials such as retirement planning guides.
Omnichannel marketing is becoming increasingly important in the financial service industry as more and more consumers expect a seamless and personalized experience across all channels. This approach allows companies to reach customers through multiple touchpoints, such as email, social media, direct mail, and mobile apps.
By using an omnichannel marketing strategy, financial service companies can create consistent messaging and branding across all channels, building trust and credibility with potential customers. They can also gather data from various touchpoints to better understand their target audience's preferences and behaviors, allowing them to tailor their marketing efforts for maximum impact.
Financial service companies can leverage direct mail as a powerful tool for customer acquisition by designing targeted campaigns that reach lookalike audience demographics or locales that mirror their current best customers. By using tools like Lob Audiences, financial services companies can identify potential customers who may benefit from their services and tailor their messaging accordingly. Including attractive offers, such as limited-time discounts or free consultations in financial services mailers, can incentivize recipients to consider their options and take action.
Direct mail can be a valuable tool for retaining existing customers. Financial services companies can use direct mail to send personalized communications and offers to their current clients. This can include reminders for upcoming account renewals, updates on investment options, and information about new services or products. Direct mail provides current customers with a physical reminder of important dates.
Send direct mail that converts with Lob
