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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.

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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

Direct mail delivers for the financial services industry


agree direct mail has the best ROI of any channel


have increased their direct mail budget over last year


use a software/technology platform for direct mail

Get all the stats: download the industry report

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.

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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

Optimize communications for financial services

Consumers expect highly personalized experiences from every digital channel. Non-personalized content makes it hard to capture their attention, which results in low response rates.

Lob enables personalized experiences your customers expect with limitless customization options for copy, images, promotions, and offers.

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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 to power your success

Your Guide to Holiday Direct Mail: 7 Tips for Successful Campaigns

Your Guide to Holiday Direct Mail: 7 Tips for Successful Campaigns

Direct mail offers marketers their strongest ROI, all year long. Read how you can create an attention grabbing holiday direct mail campaign.

Read eBook
The Modern Marketer’s Guide to Intelligent Direct Mail: Insurance Industry Edition

The Modern Marketer’s Guide to Intelligent Direct Mail: Insurance Industry Edition

In this guide, you’ll learn how you can effectively harness intelligent direct mail to improve the ROI of your direct mail campaigns.

Read eBook
Optimizing Direct Mail for Maximum Results

Optimizing Direct Mail for Maximum Results

In this eBook, you'll learn how to create highly effective direct mail campaigns that drive results.

Read eBook