Financial Case Studies

Pitney Bowes Business Insight 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 PBBI products and solutions to meet key strategic goals within the financial sector.

Featured Case Studies


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

All Financial


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 of Montreal

Group 1 Software (now 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


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


CitiFinancial uses location intelligence for branch performance analysis and network expansion

Dutch Bank Staalbankiers

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


Experian personalizes millions of credit reports with DOC1® and Océ


Financial organizations around the globe use PB Software products and solutions to reduce costs, increase profitability, meet regulatory compliance, inform key decisions to gain market share, locate new customers and better serve their existing base.

First Citizens Bank

First Citizens Bank bolsters branch performance with Pitney Bowes Software


Using market simulation modeling for network-wide growth strategies

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.


Helping customers find nearest cash machine

Pennsylvania Higher Education Assistance Agency (PHEAA)

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


Using location intelligence for international site selection strategies

Spokane Teachers Credit Union

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

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