Unlimited Sending Possibilities for Banks & Financial Institutions
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
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
Integrates with Your Favorite Tech Stack & Tools
Easily Improve your workflow and automate print & mail through seamless integration capabilities.
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.
Ready to Get Started?
Start transforming and automating your offline communications with PostGrid
