Managing sensitive financial shipments efficiently
Banks, credit unions, and financial service providers handle high volume of sensitive documents, from mortgage agreements to regulatory filings. Ensuring secure, trackable, and cost-effective delivery is crucial for compliance and operational efficiency.
Many financial institutions struggle with:
- Rising shipping costs due to inefficient carrier selection.
- Security risks when handling confidential documents.
- Compliance challenges with strict financial regulations.
- Time-consuming manual processes that slow down workflows.
PitneyShip Pro: The smart shipping solution for Financial Institutions
Reduce Costs
Access one of the most competitive Canada Post shipping rates and compare costs across multiple carriers to save on shipping.
Ensure Compliance & Security
Protect sensitive financial documents with regulatory compliance tools and audit-ready reporting.
Improve Efficiency
Automate workflows with preset shipping rules, reducing manual processing.
Multi-Carrier Flexibility
Easily rate shop across carriers and select the best delivery option for time-sensitive or cost-conscious shipments.
Seamless System Integration
Connect with your banking and financial software to streamline shipping processes.
Accurate Tracking & Timely Deliveries
Use tracking and delivery confirmations to ensure financial documents reach their destination securely and on time.
Built with financial institutions in mind
Streamline the sending and tracking of sensitive documents with sending solutions from Pitney Bowes.
Why financial institutions trust PitneyShip Pro
Banks and credit union require a secure, reliable, and cost-efficient shipping solution to maintain compliance and customer trust. PitneyShip Pro delivers automation, tracking, and cost-saving features tailored to the financial industry’s needs.
How PitneyShip Pro works
1. Enter Shipment Details
Quickly input sender and recipient information.
2. Compare Rates
Access real-time rate comparisons with Canada Post and other major carriers.
3. Automate & Ship
Apply preset rules, generate compliant labels, and ensure accurate tracking.
4. Monitor & Report
Gain full visibility into shipping expenses with advanced analytics.
Industry use cases
Loan and Mortgage Documents
Securely send and track loan agreements and mortgage papers.
Regulatory & Compliance Filings
Ensure on-time delivery of compliance reports and financial disclosures.
Inter-Branch & Customer Communications
Optimize document distribution across branches and customer locations.
Accounts Statements & Notices
Automate and streamline recurring mailings with integrated shipping solutions.
Need more than just shipping?
Pitney Bowes has you covered with Shipping360®
A complete shipping, tracking and receiving suite of applications for Financial Institutions
Shipping360 is a comprehensive platform designed to meet the complex needs of financial institutions. It delivers secure, reliable, efficient, and cost-effective solutions. In addition of PitneyShip Pro, you also have access to:
PitneyAnalytics™ – Reduce shipping costs with smart insights
PitneyAnalytics provides banks and financial institutions with accurate shipping data, cost tracking, and compliance insights. Gain full visibility into:
- Postage expenses & carrier usage trends
- Cost-saving opportunities to optimize spend
- Audit-ready shipping reports for financial compliance
PitneyTrack™ Inbound – Secure & track critical financial documents
Never lose track of contracts, financial reports, or client communications. PitneyTrack Inbound provides:
- Real-time delivery notifications
- Chain-of-custody tracking for compliance
- Automated logging to enhance security