Go Beyond Transactional Relationships

When your bank partners with The Postage, it benefits both your most successful customers and those who are seeking expert guidance as they begin to accumulate wealth to pass on to future generations. We help you create deeply personal experiences that make longer-term financial security more accessible and equitable for all.

Empower your organization with disruptive digital banking. Build stronger bonds focused on family connections and have a positive impact while driving real value that supports your bottom line.

Become the Go-to Bank for Customers Who Look Ahead

Despite the importance of legacy and estate planning, only 40% of 250 million adults in the US prepare for transferring assets due to the time-consuming and cost-prohibitive process. Despite this oversight, in the next decade, an estimated US$30 trillion in capital will pass from the baby boomer generation to millennials.  

That’s where you—and we—come in: your bank can capture current and future wealth by making simple and accessible what shouldn’t have been complicated in the first place.

The Postage’s proprietary platform guides your customers through everything they need to keep their legacy and family organized. By providing access to our features, your financial institution can:

• Create value and engage banking customers
• Connect with families beyond the typical transactional relationship through storing digital memories & assets
• Show customers your organization cares by providing tools to help them prepare for their family’s future