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Print and Mail Automation

Case Studies

Print and Mail Automation for a Leading P&C Insurance Company

Discover how a major property and casualty insurer reshaped its high-volume print and mail operations with XBP Global’s marketing execution services

Healthcare Services
- Lockbox Services Accelerate receivables processing by outsourcing payment collection.
- Healthcare Provider Services Comprehensive services supporting healthcare providers in managing operations.
- Healthcare Payer Services solutions assisting healthcare payers with claims, benefits, and member management.
Integrated Marketing Communications
- Marketing Execution Services Full-spectrum services for executing marketing campaigns and strategies.
- Enterprise Print Services Managed solutions for all enterprise printing needs, from production to distribution.
Enterprise Information Management
- Enterprise Print Services Comprehensive management of all print-related activities for the enterprise.
- Information Governance & Lifecycle Management Ensuring data quality, security, and compliance throughout its lifecycle.
- Enterprise Content & Digital Asset Management Organize, store, and retrieve digital content and assets efficiently.
- Intelligent Document Processing Creates structured, usable digital data from digital documents
- Document Digitization Digitise paper and the data within them to reduce costly paper storage
- Digital Mailroom (DMR) Digitise incoming mail with a complete digital mailroom automation service
- Document Records Management Secure, end-to-end record management services
- Data input/Keying Services Manual data input for documents of any size
- Data Visualisation Visualise your data and work from one central source of truth
- Big Data Analytics Make sense of the information overload with big data analytics
Banking & Payments
- Lockbox Services Accelerate receivables processing by outsourcing payment collection.
- Payment Processing/Enablement Secure and efficient solutions for processing various types of payments.
- Check Clearing/Digitization Digitize and automate check processing for faster clearing.
- Know Your Customer (KYC) solutions for verifying customer identities to comply with regulations.
- Confirmation of Payee (CoP) Frictionless payments, and protection from Push Payment Fraud
Agentic AI
- AI-Powered Virtual Agents & Chatbots Deliver immediate, personalized support on all channels - 24/7
- AI-Powered Email Automation Take control of your email to reduce bottlenecks and speed up communication
- AI Social Media Integration Manage the conversation - respond or comment at scale, with speed and consistency
- Healthcare AI Transform end-to-end medical coding with a purpose built AI-powered platform
- AI-Driven Insights & Analytics Tackle the data overload and turn unstructured data into useable information
- AI Workflow Automation Empower teams to automate tasks, collaborate, and continuously improve
Finance & Accounting Transformation
- Procure to Pay End-to-end automation of procurement and accounts payable processes.
- Order to Cash Optimize processes from sales order to cash collection.
- Record to Report Streamline financial closing and reporting processes.
- Financial Planning & Analysis Tools and services for effective budgeting, forecasting, and performance analysis.
- Expense Management Automate and simplify expense reporting and approval processes.
- EBPP / Invoice to Pay Electronic bill presentment and payment solutions for efficient invoicing.
- ERP Data Consolidation Integrate and consolidate data from disparate ERP systems for unified insights.
- Exchange for Bills and Payments Platform (XBP) A robust platform for managing bills, payments, and financial transactions.
Digital Office
- Intelligent Lockers Smart locker systems for secure storage and asset management.
- Digital Mailroom (DMR) Digitize incoming mail for faster processing and distribution.
- Digital Signature Secure electronic signatures for efficient document workflows.
- Ethics Reporting Confidential platform for reporting ethical concerns and compliance issues.
- Workforce Management Tools for optimizing scheduling, attendance, and productivity of your workforce.
- Document Scanning Convert physical documents into digital formats for easy access and storage.
Human Capital Transformation
- Staff Augmentation Provide skilled personnel to supplement existing teams on a project or long-term basis.
- Recruitment Process Outsourcing Outsource parts or all of the recruitment function to enhance efficiency.
- Global Payroll Processing Manage payroll across multiple countries with compliance and accuracy.
- Compensation and Benefit Management Design and administer competitive compensation and benefits programs.
- HR Business Partner Services Strategic HR support aligning HR initiatives with business goals.
- Learning and Development Programs and platforms for employee skill enhancement and career growth.
Managed IT & Cloud Services
- Multi Cloud Management and Managed Services Manage and optimize IT environments across multiple cloud providers.
- Compliance as a Service Ensure regulatory compliance for IT systems and data through managed services.
- FinOps Optimize cloud spending and financial governance for cloud operations.
- ITMS Managed services for IT infrastructure, ensuring reliability and performance.
- Cyber Security Comprehensive security solutions to protect against cyber threats.
Legal Administration
- Settlement Administration Centralized, compliant, and fraud-secure settlement administration for complex cases at scale.
- Remediation End-to-end remediation with defensible methods, governed controls, and transparent reporting.
- Legal Notice Programs Right-sized legal notifications with expert design, multi-channel reach, and transparency.
- Government Services Centralized services for consistent, timely, and compliant program outcomes.
- Data Breach Response Rapid breach response with secure, compliant, and scalable notification programs.

Banking and Finance
- Lockbox Services Accelerate receivables processing by outsourcing payment collection.
- Payment Processing/Enablement Supporting collaboration between buyers, suppliers, and financial institutions
- Mortgage & Loan Management Automated mortgage and loan origination management
- Know Your customer (KYC) Digitise onboarding, documents, identity verification, and more
- Cheque Clearing/Digitization Automated check processing to support cash flow
- Cross Border Payments Fast, efficient payments - beyond borders, and without delay
- Verification of Payee (VOP) AI-Driven Fraud Prevention with Powerful Name Matching, Easy Integration, Expert Support.
- Request to Pay (RtP) Accounts, biller/payer messages, and payments on one platform
Public Sector
- Banking & Finance Software tools to help financial service providers cut costs, improve accuracy, and automate workflows
- Public Information Management Scan, process and digitise documents, while gathering mineable data for use in tracking and analysis
- Business Process Management Scan, process and digitise documents, while gathering mineable data for use in tracking and analysis
- Cloud & AI Technology Making AI drive the growth, efficiency, and innovation of your enterprise
- Integrated Marketing Communications A connected solution that helps to optimise communications over physical and digital channels
- Digital Workplace (Work From Anywhere) Workplace technologies and digital tools to enable remote working
Enterprises
- Banking & Finance Software tools to help financial service providers cut costs, improve accuracy, and automate workflows
- Enterprise Information Management Scan, process and digitise documents, while gathering mineable data for use in tracking and analysis
- Business Process Management Processes and workflows are automated to digitally transform manual processes, while smart analytics support forecasting
- Cloud & AI Technology Services Making AI drive the growth, efficiency, and innovation of your enterprise
- Integrated Marketing Communications A connected solution that helps to optimise communications over physical and digital channels
- Digital Workplace (Work From Anywhere) Workplace technologies and digital tools to enable remote working
- Centre of Excellence Transform your organisational processes for the long term by building a centre of excellence
Small and Medium Sized Businesses
- XBP (SMB) Automate tasks to fast-track accounting processes
- DMR (SMB) Get mail digitised with automated digital mailroom services
- Drysign Go paperless with a legally compliant e-signature
- XBP Beats Maximising team efficiency for efficient workflows
- Peri Full control of your Business Expenses
- Go Speak Up Anonymously report bullying, highlight positive experiences and share appreciation
Healthcare Sector
- Lockbox Services Accelerate receivables processing by outsourcing payment collection.
- Healthcare Provider Services Comprehensive services supporting healthcare providers in managing operations.
- Healthcare Payer Services solutions assisting healthcare payers with claims, benefits, and member management.

LATEST INFO

IDP vs. OCR: What does your business need?

Learn how XBP Global delivers Intelligent Document Processing services that go beyond optical character recognition in real operations.

XBP Global Appoints Mike Shufeldt as Chief Revenue Officer to Accelerate Growth of XBP Americas

IRVING, TX, January 28, 2026 – XBP Global Holdings, Inc. (“XBP Global” or “the Company”) (NASDAQ: XBP), a workflow automation leader that leverages decades of industry experience, a global footprint, and agentic AI to rethink business process automation and digital transformation, announced the appointment of Mike Shufeldt as Chief Revenue Officer (CRO), XBP Americas. In […]

Print and Mail Automation