Postalocity for Financial Institutions

Streamline Statements, Notices, and More
All From One Secure Platform

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A classical stone bank building is shown in close-up, featuring ornate architectural details and large, carved columns. Above the entrance, the word “BANK” is prominently engraved in clean, modern lettering, symbolizing trust, tradition, and institutional authority. This image represents the financial sector—banks, credit unions, and lenders—that rely on Postalocity for secure, high-volume mailings such as account statements, certified notices, and compliance documents. The visual reinforces the need for accuracy, confidentiality, and timeliness in financial communication, all of which Postalocity delivers through its adaptable, secure mailing platform tailored to industry-specific demands.
  • Why Postalocity?
  • Key Benefits
  • How It Works

Why Postalocity?

Financial institutions have unique mailing requirements—from monthly statements and invoices to time-sensitive compliance notices. Postalocity automates these tasks with advanced address verification, secure printing, and cost-effective postage. No more manual folding or hunting for postage meters—just a simpler, more efficient way to deliver critical documents.

A screenshot of the Postalocity user dashboard shows the intuitive job creation interface for business mailings. The screen highlights various mailing options—typing a letter, sending invoices or statements, uploading documents to a list, building postcards, and creating certified mailings. The user’s account information, available funds, and navigation menu appear on the left side, reflecting real-time control and flexibility. This interface exemplifies how Postalocity simplifies complex mailing workflows for financial institutions, automating tasks like statement distribution and compliance notices with built-in address verification, secure printing, and efficient processing—all without the need for postage meters or manual labor.

Key Benefits for Financial Institutions

01.

Automated Mailing at Scale

Whether you’re sending 10 or 10,000 documents, Postalocity adapts to your daily or monthly volume. Simply upload your files, set recipients, and let our platform handle the rest.

A screenshot of the Postalocity Jobs List dashboard displays a detailed record of recurring mail jobs labeled “XYZ Credit Union Statements,” with consistent mailing dates, piece counts of 3,500, and total costs of $3,515. The status of each job is noted as either "MAILED" or "EXPUNGED," showcasing a clear audit trail and high-volume activity. Filters on the left side allow users to sort by mailing date and job state. This interface highlights Postalocity’s scalability, enabling financial institutions to automate the mailing of thousands of monthly statements and compliance notices with ease, accuracy, and full visibility into every batch.

02.

Compliance & Security

Sensitive information requires the highest level of security. With Postalocity, every piece of mail is processed under strict protocols that help ensure regulatory compliance and data protection.

A close-up view shows a person’s hand poised over the touchpad of a laptop, with a translucent digital lock icon and shield graphic superimposed on the image, symbolizing cybersecurity and data protection. Surrounding the lock are floating folder icons connected by lines, representing a secure and organized digital workflow. The person’s attire and the polished wooden desk suggest a professional setting. This image reflects Postalocity’s commitment to security and compliance, especially for financial institutions handling sensitive data. Every piece of mail is processed under strict protocols, ensuring confidentiality, regulatory adherence, and peace of mind for secure document delivery.

03.

Real-Time Tracking & Updates

Track when statements are sent, in transit, or delivered—offering peace of mind for both you and your customers or members.

A detailed dashboard from Postalocity’s “All Mail Pieces” interface displays individual mail records associated with an account. The screen shows multiple entries addressed to the same recipient, including mail dates, sheet counts, and container types. On the right panel, a selected mail piece shows its full tracking history, including tracing codes, USPS processing phases, and delivery status marked as “MAILED.” This interface highlights the power of real-time visibility, allowing financial institutions to track each statement’s journey from send to delivery—providing accountability and peace of mind for both senders and recipients.

04.

Time & Overhead Savings

Skip the overhead of a dedicated mailroom or pricey postage meters. Postalocity’s automated process reduces manual labor and errors, helping you cut costs and allocate time where it matters most.

A black-and-white image of an outdated office postage meter and mailing station, including a Hasler IM6000 postage machine, keyboard, and monitor setup surrounded by trays labeled “United States Postal Service.” The workspace appears cluttered and labor-intensive, highlighting the burden of traditional mailing methods. This scene represents the kind of legacy equipment many county offices still rely on. Postalocity eliminates the need for such expensive hardware by offering a modern, cloud-based alternative with pay-as-you-go pricing—helping counties cut overhead costs, streamline mail operations, and free up resources for public service.

05.

Enhanced Brand Image

Consistent, high-quality materials reflect your institution’s professionalism. With customizable envelopes and letterheads, Postalocity ensures every communication looks polished.

A screenshot of Postalocity’s “Envelope Designs” dashboard displays a gallery of customizable envelope templates, including styles labeled Abstract, Grapes, Roundrels, and Rainbow. Each template features clean layouts with distinct design elements and professional address formatting. On the left, users are offered options to upload a PDF or build a new design using Postalocity’s editor. This interface highlights the platform’s focus on brand consistency and visual professionalism. For financial institutions, it ensures every mailing—whether a statement, invoice, or compliance notice—reflects a polished, trustworthy image aligned with their identity and reputation.

How It Works

01

Upload Your Documents

Easily upload PDFs—like statements, notices, or letters—directly to the Postalocity dashboard.

02

Set Your Preferences

Choose the envelope style, insert options, or perforation preferences you need. Add remittance envelopes or custom branding as desired.

03

Verify & Send

Review addresses and preview the final mail pieces. Once approved, Postalocity prints, folds, inserts, and applies postage automatically.

04

Track and Confirm

Use our built-in tracking to see when mail is sent, processed, and delivered, giving your team and customers or members greater confidence.

Ready to Simplify Your Mailing?

Join the financial institutions already saving time, reducing costs, and ensuring compliance with Postalocity.

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