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
Cheques
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 a higher response rate with strategic, personalised and targeted mailing
  • Unlimited Sending Possibilities – Send letters, postcards or cheques 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  
automated direct mail
retail direct mail 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
  • Centralized 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 PIPEDA, HIPAA, 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 
secure and compliant processing

Unlimited Capabilities

Unlimited Users
api
Detailed API Docs
Zapier Integration
Test & Live Isolation
analytics
Analytics and Insights
address verification
Address Verification
secured data
Data Security
Per Piece Tracking
documents
Wide Range of Collaterals
secure
Enterprise level security
HTML Templates
Unified API for all Destinations
PDF Uploads
Merge Variable System
pricing
Industry Best Pricing
fast delivery
Industry Best SLA
Dedicated Onboarding
support
Dedicated Support

Integrates with your favourite tech stack & tools

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

post grid salesforce
PostGrid Marketo
Post Grid Eloqua
PostGrid Hubspot
SAP
microsoft dynamics
activecampaign
insightly
keap
zoho
pipedrive
twilio
netsuite
zapier

All teams run on PostGrid

Learn how our unified platform and API will help take different team of any organization’s performance to the next level.

postgrid solution
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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