Streamline mailing, shipping and receiving across your organization. Manage costs and keep an audit-ready record of the statements, notices, disclosures and packages your business depends on to keep client relationships and compliance on track.
One platform, secure solutions for government organizations of all kinds.
Simplify shipping across your financial services organization with tools that help manage carriers, control costs and improve operational efficiency.
- Compare shipping options across carriers
- Manage shipping activity across locations
- Improve visibility into shipping costs
Manage the statements, invoices and customer correspondence your business depends on with mailing solutions designed to improve efficiency and control.
- Streamline high-volume mailing operations
- Automate statement and invoice processing
- Improve visibility into mailing activity
- Save on Certified Mail®
Bring mailing and shipping data together to understand costs, identify opportunities and make more informed operational decisions.
- Consolidate mailing and shipping data
- Monitor costs across sending operations
- Identify opportunities to improve efficiency
Monitor inbound packages and important shipments to improve accountability and keep your financial services operations informed.
- Track inbound packages and deliveries
- Maintain visibility into shipment status
- Improve receiving processes and accountability
Securely manage package delivery, internal asset distribution, and on-demand storage from one centralized, convenient solution.
- Multiple contactless workflows
- Secure, 24/7 access
- Seamless tracking software integration
- Indoor, outdoor and rear loading configurations
Our Financial Services Solutions optimize sending, receiving, and distribution processes, giving you a 360° view of your entire operation—all through a single, intuitive interface. Plus, our robust analytics and reporting allow you to reach new levels of efficiency so you can focus on building customer relationships.
Whether you’re sending financial documents across town or client materials around the world, Pitney Bowes helps financial services organizations manage domestic and international shipping operations with confidence and control.
Financial institutions of any size send statements, disclosures and notices that carry deadlines and sensitive information. Pitney Bowes Presort Services combines your mail with billions of pieces from clients nationwide to access deeper postage discounts and move mail efficiently through the postal network, helping you keep client communications accurate, timely and on budget.
Frequently asked questions
How can financial services organizations control mailing and shipping costs?
Manage mailing and shipping in one place with PitneyShip. Teams across departments and locations get a single view of spend, follow consistent shipping rules, and assign each shipment’s cost to a department, client or account. That makes budgeting more predictable and simplifies client chargebacks.
How can financial institutions prove a regulated notice or disclosure was delivered?
Send it by Certified Mail® with digital signature records in PitneyShip®. PitneyShip captures delivery status, timestamps and the recipient’s signature in one place and keeps digital proof of delivery for up to 10 years, so compliance and client-service teams can show when a notice was sent and who received it.
Is Pitney Bowes software secure enough for financial services?
Yes. The Pitney Bowes 360 platform, which houses PitneyShip and PitneyTrack<sup>®</sup>, meets commercial and government security standards. It is SOC 2 Type 2 audited and authorized to NIST 800-53 standards through GovRAMP. It also includes encryption, multi-factor authentication (MFA) and secure user access to help protect client documents. Plus, for statements, notices and other recurring mail, Pitney Bowes Presort Services can help you lower your postage costs.
How can we track inbound packages and sensitive documents once they arrive?
Use PitneyTrack Inbound to record chain of custody from arrival at your mail center to confirmed pickup. Scanning captures the carrier, tracking number and date received. Recipients are notified automatically, and a signature or photo confirms the handoff, so you know what came in, who it was for and when it was delivered.
Which mailing method is best for time-sensitive financial documents?
It depends on what you need to prove. Certified Mail provides proof of mailing and, with a signature, delivery. Registered Mail® adds secure handling for high-value items. Priority Mail Express® is the fastest USPS option. PitneyShip helps you send and track whichever you choose.
How can financial institutions lower postage costs and improve deliverability without losing visibility?
Pitney Bowes Presort Services combines your mail with mail from clients nationwide, sorts it by ZIP Code™ and inducts it closer to its destination to reach deeper postage discounts and help improve deliverability. Our IntelliVIEW® tool gives you piece-level tracking and proof of induction in our secure client portal, so you keep a record of what was mailed and when. And our operating centers don’t store, access or process client data.