Unlimited Sending Possibilities for Financial Services

Account Information
Policy Documents
Invoices
Remittance Advice
T&C’s Change
Billing Statement
Debt Collection Letters
Paystubs
Renewal Notices
Checks
Account Statement
Financial Illustrations
Order Receipt
Statements
Thank You Message

PostGrid for Financial Services

Highly Personalized

Personalize every mail easily specific to the individual to enhance response rate, designed for personalization and automation at scale.

Easy Integration

Ensure seamless integration to your stack with zero-code integration with Zapier. Detailed docs and dev support if required

Analytics and Tracking

Equipped with analytics and tracking to measure campaign performance, impact and ensure accurate deliverability

Automate Personalized Mail at Scale

Streamline processing of sensitive and confidential mail in a secure, reliable and compliant manner

  • Engagement & Response Rate – Generate higher response rate with strategic, personalised and targeted mailing
  • Unlimited Sending Possibilities – Send letters, postcards or checks with inclusion of variables for personalisation. Automation for every type of campaign.
  • Tracking and Measurement – Ensure accurate rate of delivery and track and measure campaign success by analyzing key performance indicators
automate personalized mails with security
marketing automation

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. Detailed API documentation and custom support available if required
  • Centralised Dashboard – Manage, track and execute different activities ranging from sending targeted direct mail to tracking per piece delivery.

Secure & Compliant Processing

Streamline Compliance Communications

  • Compliant PDN – All our partners are PIPEDA and HIPAA compliant and ensure that your data is handled in a compliant and secure manner and delivered in 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 – Enterprise-level security to ensure the safety and confidentiality of your data
  • Data Security and Secure Hosting – Your data is handled in the most secure and confidential manner and we host on Amazon web services for quick, easy to use and safe hosting

Unlimited Possibilities

Unlimited Users
Detailed API Docs
Zapier Integrations
Test & Live Isolation
Analytics and Insights
Address Verification
Data Security
Per Piece Tracking
Wide Range of Collaterals
Enterprise level security
HTML Templates
Unified API for all Destinations
PDF Uploads
Merge Variable System
Industry Best Pricing
Industry Best SLA
Dedicated Onboarding
Dedicated Support

Integrates with your favourite tech stack & tools

Easily Improve your workflow and automate print & mail through seamless integration capabilities.

salesforce logo
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 with a unified API. Our solution is designed for on demand or scalable needs. Easily improve your workflow with seamless integration and automate your offline process.

postgrid benefits
Learn More About All Solutions
Marketing
Learn how marketing teams use PostGrid for customer acquisition & marketing automation
Developers
Learn how developers use PostGrid for process automation
Billing & Finance
Learn how billing & finance teams use PostGrid to automate transactional mail
Compliance
Learn how compliance teams use PostGrid to stay audit-ready and automate compliance mail
Customer Success
Learn how customer success teams use PostGrid to delight and retain customers

Ready to Get Started?

Start transforming and automating your offline communications with PostGrid

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