Unlimited Sending Possibilities for Banks & Financial Institutions

Bank Statement
Credit Reports
Loan Agreement Forms
Letter of Credit
Bank Pre-Advice
Check
Bank Guarantee
Bank Note
Offers and Promotions
Investor Records
Portfolio Documents
Account Information
Change in Terms and Policies
Notices
Personal Records and Account Information

PostGrid for Banks & Financial Institution

Compliant PDN

All our partners are HIPAA and PIPEDA compliant and ensure that your data is handled in a compliant and secure manner and delivered on time

Secure Logs

Keep your records secure and the activity log well maintained in accordance to HIPAA, PIPEDA, GDPR and SOC-2 standards

Enterprise-Grade Security, Detailed Analytics & Tracking

Enterprise-level security to ensure the safety and confidentiality of your data. Equipped with analytics and tracking to measure campaign performance, impact and ensure accurate deliverability

Automate Sending Documents in a reliable, secure, confidential and timely manner

  • Automate sending out personalized direct mail with assurance that is being handled by professionals who are compliant and follow necessary regulatory requirements and protocols.
  • Minimize the risk of breaching regulatory guidelines
  • Send triggered direct mail in response to important events or activities in your CRM
marketing automation
direct mail tracking

Tracking and Management

  • Centralised Dashboard – Manage, track and execute different activities ranging from sending personalised direct mail to tracking engagement or delivery to understanding activities narrowed down to team or user level all in a single dashboard
  • Analytics & Reporting – Get regular insightful data and reports of your ongoing campaigns and improve your future campaigns based on the findings.
  • Delivery Tracking – Step by step tracking right from when the order is placed, being fulfilled, handed over to postal service and on route to delivery.

Compliance and Transactional Documents

  • Send Confidential Documents – Send credit card bills, loan documents, bank statements and other important and confidential documents and letters in a secure and scalable manner
  • Compliant PDN – Automate sending out personalized direct mail with assurance that is being handled by professionals who are compliant and follow necessary regulatory requirements and protocols including PIPEDA and HIPAA framework
  • Activity Log – Detailed activity log narrowed down to teams or user level for record keeping and audit.

Integration and Automation

Integrate with any CRM and automation tool

  • Triggered Campaigns – Send direct mail automatically in response to events within your CRM
  • Zapier integration – Easily connect with over 1600 apps
  • REST API – Detailed API documentation and

Unlimited Capabilities

Detailed API Docs
Easy Integration
Test Mode
Address Verification (SERP & CASS Certified)
PIPEDA/HIPAA/GDPR/SOC-2 Compliant Partners
Triggered Campaigns for Important Events
Unlimited Direct Mail Options
Pre-Build Templates
Fastest SLA
Enterprise level security
Best-In-Class Pricing
Asset Library
Personalised Trackers
Data Security
Compliant Print Delivery Network
Tracking and Reporting
Dedicated Support

Integrates with your favourite tech stack & tools

Easily improve your workflow and automate your offline process by integrating with your current stack

PostGrid Marketo
Post Grid Eloqua
PostGrid Hubspot
sap
microsoft dynamic
activecampaign
insightly
keap
zoho
pipedrive
twilio
netsuit
close.io
zapier

All teams run on PostGrid

Enhance your team’s performance by getting the entire team on a single platform with native integration and automating the process.

postgrid benefits
Learn More About All Solutions
Sales

Learn how sales teams use PostGrid for prospecting and sales enablement

Developers

Learn how developers use PostGrid for process automation

Billing & Finance

Learn how billing & finance teams use PostGrid to automate transactional mails

Compliance

Learn how compliance teams use PostGrid to stay audit-ready and automate compliance mails

Customer Success

Learn how customer success teams use PostGrid to delight and retain customers

Human Resources (HR)

Learn how human resources teams use PostGrid to recognize and retain good team members

Ready to Get Started?

Start transforming and automating your offline communications with PostGrid

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