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
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
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.
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.
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
eBook
Direct Mail’s Great Digital Transformation: A Fireside Chat with Verizon
As part of our discussion series, we chat with organizations on how they use technology to streamline workflows and eliminate resource heavy activities.
Read eBook
eBook
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.
Read eBook
eBook
2023 State of Direct Mail: Consumer Insights
Download the benchmark report to get actionable consumer insights to shape and enhance your direct mail strategy.
Read eBook