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.
![Lob dashboard graphic](https://cdn.prod.website-files.com/5e1e5c62fa3d4447af417098/639cba6f5be52904587a3c91_Product-3-550px-shadow%20%402x.webp)
![Lob graphic](https://cdn.prod.website-files.com/5e1e5c62fa3d4447af417098/639cba6ec959430647f7b1b9_Graphic-Lob-way-550px-shadow%20%402x.webp)
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
84%
agree direct mail has the best ROI of any channel
57%
have increased their direct mail budget over last year
46%
use a software/technology platform for direct mail
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.
![Image with Lob Mail format options](https://cdn.prod.website-files.com/5e1e5c62fa3d4447af417098/65ef41b4f56e91183d870085_section-image__financial-2.png)
![Security logos](https://cdn.prod.website-files.com/5e1e5c62fa3d4447af417098/639cba6f75302d239f4a8d2d_Graphic-compliance-535px-shadow%20%402x.webp)
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.
![Lob graphic](https://cdn.prod.website-files.com/5e1e5c62fa3d4447af417098/639cba6f91a0986ccf2e89c6_Image-financial-services1-628px%20%402x.webp)
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
![2024 State of Direct Mail Marketing](https://cdn.prod.website-files.com/5e1e5c62fa3d44c96b4170a1/658c52aa06d37b690e744da6_2024-SODMM-LP-Image-small.png)
2024 State of Direct Mail Marketing
Get a real-time pulse check from marketers about the current state of direct mail and its role in driving results in the State of Direct Mail Marketing Report.
![The Modern Marketer’s Guide to Omnichannel Marketing](https://cdn.prod.website-files.com/5e1e5c62fa3d44c96b4170a1/663bf56269dd6cc8da12a663_Ebook-Omnichannel-cover.png)
The Modern Marketer’s Guide to Omnichannel Marketing
Create omnichannel experiences across every platform and each step of the customer journey with our latest guide.
![The Modern Marketer’s Guide to Intelligent Direct Mail: Insurance Industry Edition](https://cdn.prod.website-files.com/5e1e5c62fa3d44c96b4170a1/639eb5fb8e74351d6b86ad6c_INSB%20webpage%20hero%20image.png)
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.