Unlimited Sending Possibilities for Financial Services

document
Account Information
document
Policy Documents
document
Invoices
document
Remittance Advice
document
T&C’s Change
document
Billing Statement
document
Debt Collection Letters
document
Paystubs
document
Renewal Notices
document
Cheques
document
Account Statement
document
Financial Illustrations
document
Order Receipt
document
Statements
document
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 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
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 are GDPR, DPA (Data Protection Act), ISO 9001, 14001, 27001, 2701 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
  • 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 & compliant processing

Unlimited Possibilities

users
Unlimited Users
API
Detailed API Docs
zapier
Zapier Integrations
test environment
Test & Live Isolation
analytics
Analytics and Insights
address verification certification
Address Verification
data security
Data Security
precision target
Per Piece Tracking
collaterals
Wide Range of Collaterals
security
Enterprise level security
html
HTML Templates
api
Unified API for all Destinations
pdf
PDF Uploads
variable system
Merge Variable System
best pricing
Industry Best Pricing
sla
Industry Best SLA
onboarding
Dedicated Onboarding
support
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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