Proudly Partnered With
We help financial institutions establish meaningful, lifelong relationships with every new generation of banking customers
When your bank partners with The Postage, it benefits both your most successful customers and those who are just starting to build wealth to pass on to future generations. We help you create personal experiences that make long-term financial security more accessible and fair for everyone.
Strengthen your organization with simple digital banking. Build stronger connections focused on family and make a positive impact while driving real value that supports your bottom line.
Increase engagement with your banking customers and reach your goals without core system integrations or high implementation risks.
Legacy and estate planning are important, yet only 40% of 250 million adults in the U.S. take steps to prepare for transferring assets due to the lengthy and costly process. Despite this, over the next decade, an estimated $30 trillion will move from the baby boomer generation to millennials.
That’s where you—and we—come in: your bank can tap into current and future wealth by making things simple and accessible that shouldn’t have been complicated in the first place.
The Postage’s platform guides your customers through everything they need to keep their legacy and family organized. By offering access to our tools, your financial institution can:
Few banks offer legacy and estate planning, and even fewer build personal, genuine, and lasting relationships with valued customers. The Postage’s strong focus on personal and family financial wellness sets your financial institution apart.
The Postage is changing estate and life planning, helping your banking services offer stronger security to your most valued customers and their families for generations.
Schedule a demo to see how your financial institution can bring true value, care, and peace of mind to customers who want to take control of their time and future.
