Financial Mail Delivery Management Services

Build trust with your customers while protecting their confidential documents through our financial mail solutions and secure delivery options.

Financial Mail Management and Mail Delivery Solutions, From Whistl 

Working with Whistl allows you to enhance customer retention and financial marketing strategies, leveraging our extensive range of digital and traditional mail delivery options to provide an exemplary service. Our financial mail solutions include:

• Digital Communications

Whether you need to deliver confidential documents such as new policies and statements, or you want to foster a more seamless experience for customers accessing banking, assets, and insurance information, our portfolio of digital solutions has secure delivery options to suit you. In addition to our online document storage and PDF creation services, Whistl allows its financial clients to host transactional documentation on secure portals, which can only be accessed with the correct login credentials.

Whichever platform your customers prefer to access their financial documents, Whistl has solutions to help your business capture their interactions accurately.

• Tailored Support

With input from your dedicated account manager, you can choose from our extensive mail delivery options to ensure we provide the best solutions to benefit your financial business strategy. By managing all of your business communications from a single point of contact, you can improve the delivery efficiencies of your financial mailings while reducing mailing costs to stay within your postal budgets.

• Partially Addressed Mail

By leveraging the partially addressed mail (PAM) service, you can deliver promotional marketing messages to prospective customers without needing access to their data. By using generic titles for your recipients, such as ‘homeowner’ or ‘occupant’, instead of their actual names, you can maintain the trust of new customers while ensuring your door drop media is being received by your target audience. 

Our dedicated insight and planning team perform analysis on an anonymised dataset encompassing over 30 million UK homes, scrutinising relevant demographics and untapped postal regions such that you can strategically distribute financial mail to maximise your return on investment.

We can collect all your mail at a time that suits your campaign or communication needs and manage the full process through to delivery. Your items are in trusted hands as Whistl already manage and sort over 50% of the UK’s bulk business letter volume (before handing over to Royal Mail for final delivery).

Why Should My Financial Mail Be Secure?

Gaining and retaining customers' trust is paramount for businesses in the finance industry. With the introduction of GDPR and upcoming changes to ePrivacy law, financial companies must ensure that any physical or digital communications with their customers are delivered securely and in a format that accommodates their preferences.

When Smart Communications conducted their study into meaningful customer communication, only half of UK consumers felt that the communications they received about financial services were relevant. Furthermore, while 63% of consumers said they would consider switching suppliers if their financial mail expectations were unmet, over a third of UK respondents stated they would switch accounts if their communications were not sent at the right time.

In the digital age, consumers can access their finances and pay for things around the clock, so why should financial mail in the UK be any different? By optimising your methods of communication and incorporating digital and other confidential mail forwarding services, your financial company can build better relationships with its customers while enticing more prospects for your business.