Trusted by 1000+ Customers

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Unlimited Sending Possibilities for Financial Services

Account Information
Policy Documents
Remittance Advice
T&C's Change
Check/Cheque Print & Mail
Billing Statement
Renewal Notices
Account Statement
Financial Illustrations
Order Receipt
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

Our Customers Say It Best

PostGrid gives us innovative solutions and quality that you would find at large commercial printers- but with the hands on services for sending Adverse action letters, Debt Collection Letters, Privacy notices, and a lot more. We used to spend hours and hours on stuffing, sorting, and stamping hundreds of mailings, but PostGrid made it easier for us. They've saved us time, money, and energy.

Manager Strategic Technology Partnerships

We would like to thank PostGrid for all their service! Their API is speedy and fulfils our print & mail custom jobs. My team is so thrilled with the printing quality, the colors are nice and vibrant, and delivery is within the SLA committed with the plan we bought. We can send Credit risk disclosure notices, Collection Letters, and a lot more with SOC-2 compliance. It is virtually impossible to find this level of service and security that easily.

Chief Compliance Officer

We migrated to PostGrid from another solution, and surprisingly rather than losing something, we gained in terms of functionalities and costs. Currently sending our loan processing documents and credit card terms and conditions- With PostGrid on our side, planning and management is easy.

Head OF Finance

PostGrid's technology on our side allowed us to deliver Explanation of Benefits (EOB) Statements and Bank Guarantee Closure through direct mails, For our mid sized financial service firm, it used to be the biggest problem. PostGrid's direct mail API helped us with additional capabilities like targeting options, language, tracking, and analytics.

Senior Finance Associate

With PostGrid, everything is going smoothly. Our mailings are running smoothly, and my print & mail campaign to mail adverse action letters is running perfectly for the third time this year- with just a few clicks all my important letters are on their way to my customers!

Finance Administrator

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 Favorite Tech Stack & Tools

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

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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.

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Learn More About All Solutions
Learn how marketing teams use PostGrid for customer acquisition & marketing automation
Learn how developers use PostGrid for process automation
Billing & Finance
Learn how billing & finance teams use PostGrid to automate transactional mail
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