Resources

Financial Case Studies

Pitney Bowes Software has served as a trusted advisor to some of the world’s largest financial services companies, helping them to:

  • Meet regulatory requirements while keeping down costs
  • Optimize branch network distribution strategies to capitalize on real market potential
  • Locate, understand and communicate with customers to create more meaningful and profitable customer interactions.

Learn how our customers used PB Software products and solutions to meet key strategic goals within the financial sector.

Featured Case Studies

BECU (formerly Boeing Employees’ Credit Union)

It used to take two days to properly analyze the demographics of one area. Using AnySite, it takes ten minutes.

Experian

Experian personalizes millions of credit reports with DOC1® and Océ

All Financial

AMCORE Bank

Improving site selection with analytical tools and consulting

AmTrust Bank

AmTrust Bank turned to Pitney Bowes Software for location intelligence to support its key initiatives.

Bank J. Van Breda & Company

Digitalizing and Streamlining Document Processes and Client Communications 

Bank of America

Bank of America maximizes its CRA compliance score with support from Pitney Bowes Software's MapInfo Professional

Bank of Montreal

Pitney Bowes Software solution helps BMO Financial Group lower costs, speed processing and improve service

Basler Kantonalbank (BKB)

Group 1 solution provides Basler Kantonalbank clients with complete statements of assets and liabilities

BECU (formerly Boeing Employees’ Credit Union)

It used to take two days to properly analyze the demographics of one area. Using AnySite, it takes ten minutes.

Boiling Springs Savings Bank

Boiling Springs Savings Bank called upon Pitney Bowes Software to look outside their existing footprint to pinpoint new branch locations.

Broadway National Bank

Making location-based decisions to optimize branch network

Central Bancompany

Central Bancompany experienced a 100% increase in their underperforming branches.

CIMB Bank

CIMB Bank Implements an end-to-end Customer Communication Management Solution for its Retail Banking Business.

CitiFinancial

CitiFinancial uses location intelligence for branch performance analysis and network expansion

Commercial Financing Company

Transforming the Invoice and Remittance Process into a Powerful, Interactive and Personal Conversation

Dutch Bank Staalbankiers

Dutch Bank Staalbankiers gains significant return on investment using Group 1’s DOC1® and e2™ solutions

Experian

Experian personalizes millions of credit reports with DOC1® and Océ

First Citizens Bank

First Citizens Bank bolsters branch performance with Pitney Bowes Software

KeyBank

Using market simulation modeling for network-wide growth strategies

Lender Processing Services

Lender processing services relies on Pitney Bowes Software to standardize, cleanse, geocode and match address with speed and accuracy.

London Life Insurance Provides Financial Statements over the Web

Read how London Life Insurance utilized our document management technology to offer real-time financial statements to customers over the Web.

MasterCard

Helping customers find nearest cash machine

National Federation of Independent Business

When it comes to reaching small business owners, the NFIB relies on Pitney Bowes Software to connect with new prospects and existing members in the most efficient manner.

Pennsylvania Higher Education Assistance Agency (PHEAA)

Setting a new standard: investing for the future pays off for PA’s Higher Education Tuition Aid Agency

PHEAA Sets a New Standard in Higher Education with Pitney Bowes Solutions

Pennsylvania’s Higher Education Assistance Agency implements StreamWeaver and Finalist as part of their state–of–the–art solution.

Scotiabank

Using location intelligence for international site selection strategies

Spokane Teachers Credit Union

Leveraging the data warehouse for exceptional customer service and improved decision-making

Multimedia

CIMB Bank

Hear how CIMB Bank implemented an end-to-end Pitney Bowes Software customer communication management system which helped the bank achieve greater customer satisfaction while improving operational efficiency, realizing production cost savings and increasing marketing value.

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