Financial Services

Software and data solutions to accelerate profitable growth, optimize regulatory compliance and turn customer experience into a lasting competitive advantage.

Contextual customer knowledge for enhanced experience, compliance and results.

Pitney Bowes makes it easy to accurately identify every customer and provide clear context around their environment, relationships and behaviors.

Single Customer View

Connect customer data to identify relationships and uncover opportunities to engage with your customers.

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Regulatory Compliance

Improve your Compliance Effectiveness and Efficiency through enhanced Data Quality and Entity Resolution.

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Branch Transformation & Performance

Make informed decisions to optimize your network growth and site selection.

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Know your Customers - in their full context

Pitney Bowes delivers the single view of the customer that works. Now you can quickly connect customer data across every aspect of your organization. You’ll gain a flexible, 360-degree view that can help you identify relationships, uncover opportunities and engage your customers in meaningful ways.

single customer view diagram



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Financial Crimes and Compliance

The cost of anti-money laundering (AML) non-compliance is so severe that no one can afford to fail.  Pitney Bowes provides the confidence you need to comply with ever-changing regulations across KYC, transactions monitoring and screening. Pitney Bowes let’s you comply with confidence

Solution details      

Pitney Bowes Entity Resolution for Financial Crimes and Compliance helps you fight money laundering. Watch video.

Pitney Bowes Screening Solution Improves Compliance and Reduces False-Positive Results for Financial Service Clients. Read more.

Trying to improve AML compliance? Avoid these 3 common mistakes. Read more.



Branch Transformation & Performance

Gain the insight you need to choose the most profitable branch locations, predict demand and target marketing programs to make the biggest impact.  Optimize branch networks, define market segments, manage risks and more.

Solution details      

Branch Transformation: Knocking the Brick off the Mortar.  For an in-depth analysis of the trends and technologies that are reshaping the role of the branch, read the Aite Group Report to learn more.

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Success Stories

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