Stay worry free with PostGrids fully compliant and efficient print delivery network, our partners ensure that your sensitive and confidential data and documents such as bank records, checks, statements or personal file documents are processed in a secure and confidential manner and delivered on time. All our partners abide by PIPEDA/HIPAA standards.
Unlimited Sending Possibilities for Banks & Financial Institutions
PostGrid for Banks & Financial Institution
All our partners are PIPEDA and HIPAA compliant and ensure that your data is handled in a compliant and secure manner and delivered on time
Keep your records secure and the activity log well maintained in accordance to PIPEDA, HIPAA, GDPR and SOC-2 standards
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
- Demographic Targeting – Improve campaign performance with our precision targeting feature which allows you to get in front of your target audience segmented based on demographic factors such as gender, age, annual income, preferences, profession, region and more.
- Triggered Mail – Automate sending of all important company communications like notices, statements, checks, change in policy, investment records etc in response to associated events, actions or dates.
- Highly Personalized – Personalize each of your campaigns to enhance the response rate and engagement rate. Variable inclusion, custom logo, design capabilities and more for every single piece that is mailed.
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.