Are you a Bank or Financial Institution?

Banks

Paige and Financial Institutions:

a perfect pairing

Effortless estate planning

Paige is a solution designed to help anyone organize their financial affairs, and pass their assets on to their loved ones, no matter how big or small.

Trusted and recommended

We are trusted and recommended by a network of community banks because we all want the same things—equity, fairness, and the opportunity to leave the next generation a little better off than we are.

The banks we work with see Paige as a valuable resource for their customers, one that shares in their mission to strengthen families and uplift communities.

Why work with Paige?

Despite the importance of legacy and estate planning, only 40% of 250 million adults in the US are properly prepared for transferring their assets at the time of their passing. Right now, baby boomers hold an estimated US $30 Trillion to pass along to their loved ones in what will be called the largest transfer of wealth in history. Far too many are unprepared, leaving their families mired in paperwork and probate proceedings. That’s where you—and we—come in: your bank can capture current and future wealth by making the estate transfer process simple for all involved.

By providing access to our features, your financial institution can:

  • Add value and reduce churn rates
  • Engage banking customers to take control of their future
  • Connect with families beyond the typical transactional relationship
  • Show customers your organization cares
  • Differentiate your services with disruptive digital banking

When customers at your financial institution have successfully built up their legacy, they might assume these resources will be enjoyed by their great-grandchildren and beyond—but that’s rarely the case. Instead,...

If you work in the banking industry, you know how quickly customer trends can change. With each successive generation of new banking clients, new expectations for digital services that align...

As customer trends and market conditions continue evolving, financial institutions are always looking to implement new technologies and develop partnerships with forward-thinking fintechs. Of course, not every opportunity is a...

Join us today in creating strong financial legacies for your customers

New name, smarter tools, same trusted support.
The Postage is now Paige.