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Automate direct mail campaigns for financial services

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Digitally transform your direct mail

Be top of mind for today's busy consumers.

Digitally transform your direct mail

Your customers have many options. Large banks to online fintechs are all competing for a customer’s time and share of wallet.

Intelligent direct mail enables you to deliver operational efficiency, regulatory compliance and customer experiences with the speed and agility you need to stay ahead of the competition.

Reduce costs by 85% by automating manual workflows

Direct mail campaigns can be expensive and resource-heavy, with multiple touchpoints in every aspect of the print and delivery process. The Lob platform enables an 85% increase in operational efficiency by automating campaign creation, printing, postage, address verification, and sustainability initiatives

Intelligent direct mail helps you win

Limited mail formats and lack of advanced personalization reduces your ability to target your audience and increase conversion rates.

Lob’s financial services customers often see upwards of a 68% measurable return on investment with flexible form factors, hyper personalization, attribution, and analytics.

Mail format options include Buckslips, Self-mailers, Postcards, Letters, Checks, Envelopes, and Card-affix

Reduce risk and increase compliance

Customer data is often sent to legacy printers in a non-secure format leaving you prone to risk.

With Lob, you don’t need to worry about compliance and security. Lob has you covered. Our industry-leading security is trusted by Fortune 500 companies and built into every aspect of Lob.

  • SOC 2 Type 2 and HIPAA, and GDPR compliant
  • Signed webhooks with HMAC signatures
  • Integrated directly with data sources to protect customer data

It’s a simple tool to use, but an incredibly powerful tool. It just works!

Tim Bess

Software Architect

We are here to help scale your business

Accounts Receivable

Scale and improve accounts receivable operations with timely invoices, collection notices, and payment envelopes

Accounts Payable

Easily manage the offline aspects of setting up new vendors and sending them timely purchase orders

Tax Operations

Come January, and you need to send millions of tax documents to your customers. Scale as needed with an always-on print and delivery network

KYC Compliance

20% of addresses entered online contain errors that cause customer verifications to fail. Ensure addresses are valid before any mailers are sent to customers

The Lob promise:
‍100% carbon neutral

Direct mail automation resources add to power your success


Getting Started with Address Verification for Financial Services

As part of our discussion series, we chat with organizations on how they use technology to streamline workflows and eliminate resource heavy activities.


The 2023 State of Direct Mail

The 2023 State of Direct Mail report reveals how marketers use direct mail to drive growth, how they measure the impact, and how marketing budgets are changing.


Modernizing the Direct Mail Process

Learn the benefits of automating intelligent direct mail and get a deeper understanding of how automation can transform your direct mail operations.