Financial Services
Use a Cost-Effective & Compliant Print & Mail Platform With Multi Collateral Support
PostGrid enables banks, credit unions, fintechs, lenders, wealth management firms, insurance providers, and payment processors to automate the secure creation, production, and delivery of business-critical customer communications. By integrating directly with core banking systems, loan servicing platforms, CRMs, billing systems, and financial applications, organizations can eliminate manual print and mail operations while ensuring every communication is delivered accurately, securely, and in compliance with regulatory requirements.
From transactional notices and account statements to checks, compliance disclosures, and customer acquisition campaigns, PostGrid automates the entire document lifecycle—including document generation, address verification, printing, postage optimization, delivery tracking, and audit reporting. Organizations can manage all physical communications from a single platform while leveraging intelligent geo-routing across a network of more than 125 vetted print facilities to improve delivery times, reduce costs, and ensure business continuity.
PostGrid supports a wide range of financial communications, including checks, letters, postcards, snap packs, statements, notices, tax documents, and custom collateral, with enterprise-grade security, SOC 2 TYPE 2 compliance, detailed audit trails, Intelligent Mail Barcode (IMB) tracking, Certified Mail support, and role-based access controls. Financial institutions can also leverage dynamic QR codes, Personalized URLs (PURLs), and the AI-powered Campaign Agent to create personalized customer outreach campaigns, build targeted mailing lists, and measure engagement across both physical and digital channels.
Designed for enterprise deployments, PostGrid provides robust APIs, sandbox environments, free testing credits, sub-organization management, flexible approval workflows, and volume-based pricing to support organizations ranging from regional financial institutions to the world's largest banking and insurance enterprises.