Helping the Financial Services Industry Generate Business and Reach New Customers

Are you searching for an effective way to reach new customers, retain existing ones, and increase your financial services business’s growth? Look no further than direct mail marketing from The Printed Image. Our experienced team will craft targeted, impactful direct mail campaigns that get your message seen and heard.

How Direct Mail Works: The Financial Services Edition

Direct mail advertising is one of the most effective ways for financial services companies to reach their target audience and drive results. But how does it work?

  • First, we get to know your business and your ideal target audience. Are you looking to reach potential customers for your financial planning services, or are you aiming to offer your commercial loan products to small businesses? Once we understand your unique needs, we work with you to design a mail piece that will grab attention and drive engagement.
  • Next, we use our cutting-edge printing technology to create high-quality, personalized mailers that stand out in a crowded mailbox. With options like variable data printing, we can customize your mailers with each recipient’s name and other personal information, making your message even more impactful.
  • Once the mailers are printed and ready to go, we use targeted mailing lists to ensure your message reaches the right people at the right time. We can target specific demographics, such as age, income, and location, or use other criteria to hone in on your ideal customer.

So, whether you’re a financial advisor looking to grow your client base or a commercial loan provider looking to reach small businesses in your area, direct mail advertising can help you achieve your goals. At The Printed Image, we’re here to help you every step of the way.

Financial advisor with clients

Why Is Direct Mail Effective for Financial Advisors?

Direct mail is a great way to target potential customers who digital marketing channels may not reach. With direct mail, you can send personalized messages tailored to each customer’s needs and preferences. Additionally, direct mail is cost-effective and has a higher response rate than digital media campaigns. 

Direct mail advertising is a tried and tested marketing strategy that continues to be highly effective for financial services companies. Despite the rise of digital marketing channels, direct mail remains a relevant and valuable way to reach potential clients and build lasting relationships with existing ones. 

Here are some of the reasons why direct mail advertising is still a valuable tool for financial services companies:

  1. Higher response rates: Direct mail advertising has response rates that are typically around 5%, compared to just 0.6% for email marketing.
  2. Increased personalization and customization: Direct mail advertising offers a level of personalization and customization that other channels simply can’t match. With variable data printing technology, you can create highly targeted and personalized mail pieces that speak directly to your prospect’s specific interests and needs.
  3. Tangible and physical message: Direct mail advertising delivers a physical, tangible message directly to your prospect’s mailbox. This creates a more personal and intimate connection with the recipient, which can increase engagement and response rates.
  4. Longer shelf life: Direct mail advertising has a longer shelf life than digital marketing channels. A physical mail piece can be held and referred back to multiple times, which can reinforce brand messaging and keep your company top-of-mind with potential clients.
  5. Increased credibility and trust: Direct mail advertising can help establish trust and credibility with your target audience over time, leading to more conversions and business growth.

At The Printed Image, we believe that direct mail advertising is essential to any successful marketing strategy for financial services companies.

Our team of experts is dedicated to helping you maximize the impact of your direct mail campaigns and achieve your marketing goals with proven and effective strategies.

Financial direct mail postcard example

Direct Mail Advertising for Every Financial Specialty

We have experience across every financial services specialty, including: 

Direct Mail for Financial Advisors

Direct mail advertising is a powerful tool for financial advisors seeking to deepen their relationships with clients and prospects. At The Printed Image, we can help you create highly personalized mail pieces that showcase your expertise, highlight your unique value proposition, and provide valuable educational content for your audience. 

For example, we can create mail pieces that offer insights on market trends, retirement planning, tax strategies, and topics related to your client’s financial goals. With our expertise and personalized approach, we can help you build trust, drive engagement, and achieve your marketing objectives.

Direct Mail Marketing Solutions for Banks and Credit Unions

As a credit union or bank, you need to stay top of mind with your customers and prospects to remain competitive in the financial services industry. Direct mail advertising can help you achieve this by delivering targeted and memorable messaging that drives engagement and loyalty. For credit unions, a targeted mailer could be a newsletter that highlights exclusive promotions, interest rate information, or financial tips. For banks, a mailer could be a credit card offer, or a brochure that outlines a range of financial products.

Direct Mail for Insurance

Direct mail advertising is a highly effective way for insurance companies to reach out to potential clients, showcase their products, and build brand awareness. At The Printed Image, we can help you create customized mail pieces highlighting the benefits of your insurance offerings, such as auto, life, or homeowner’s insurance.

For example, a mailer could include a promotional offer for new customers, an informational brochure on different types of insurance, or a postcard reminding current customers about the importance of renewing their policy. By targeting specific demographics, such as individuals in certain zip codes or with specific life events (like buying a new home or having a baby), direct mail can be a highly effective way to connect with potential clients and increase conversions.

And more!

Other financial services specialties we work with include:

  • Debt Relief
  • Commercial Loans
  • Investment Brokers
  • Retirement Planners
  • Wealth Advisors

The Printed Image: Your One-Stop Shop for Direct Mail Marketing Solutions

Financial services companies and financial advisors have the challenge of engaging potential clients with the right message, at the right time. Direct mail marketing is an effective way to reach prospects, but it needs to be done correctly and cost effectively. At The Printed Image, we specialize in providing direct mail marketing solutions specifically tailored for financial services companies and financial advisors.

Our direct mail marketing solutions provide financial services companies and advisors with the tools they need to successfully reach prospects. Here are some of the features and benefits our solutions offer:

  • Targeted Mailing Lists: We can help you target the right audience for your direct mail campaign by providing access to high-quality mailing lists that are segmented by factors such as age, income, occupation, and interests. This ensures that your message is delivered to the people most likely to be interested in your services, resulting in better response rates and higher ROI.
  • Variable Data Printing: We can create highly customized direct mail pieces that vary in content, graphics, and imagery based on recipient demographics, behavior, and preferences. This allows us to create highly targeted messaging that resonates with your audience, resulting in more effective marketing campaigns.
  • Design Services: Our team of experienced graphic designers can create eye-catching direct mail pieces that are visually appealing and effective in communicating your message. We work with you to develop a creative concept that aligns with your brand identity and messaging goals.
  • Printing & Fulfillment: Our printing capabilities allow us to print mail pieces of any size, shape, and paper stock. We’ll get everything printed and mailed on your behalf. 

Tax prep direct mail flyer

Types of Financial Service Mailers

Here are the most commonly utilized types of direct mailers, with examples of how they may be used by different kinds of financial service providers: 

  • Postcards: Postcards are an efficient way to reach potential clients quickly and cost-effectively. For example, a financial advisor may use postcards to advertise special offers or discounts, provide tips on investment strategies, or announce upcoming seminars. A bank might issue postcards to remind customers of loan payment due dates or promote new products and services.
  • Flyers: Flyers are an eye-catching way to spread information about various financial services and products. For instance, a credit union may distribute flyers about new banking services or special loan terms. An investment firm might utilize them to list upcoming seminars and webinars.
  • Brochures: Brochures are an easy way for financial service providers to showcase detailed information about their offerings to prospective customers. For example, a mutual fund company may use brochures to detail the features and benefits of various investment options. An insurance company may use them to explain their coverage plans in greater depth.
  • Letters: Letters are an effective way for financial organizations to introduce themselves and provide more substantial information about their services to potential customers. For example, a retirement planning firm may send out letters outlining the advantages of their retirement planning services. A mortgage lender may use letters to explain the process of obtaining a loan and provide information on payment options.

Start Your Campaign Today

Take your financial services direct mail marketing to the next level with The Printed Image!

Our comprehensive solutions offer all the features and benefits you need to create successful campaigns. Contact us today for a free consultation and quote, and see how our direct mail marketing solutions can help you reach your goals.

Call 614-221-1412 or fill out our contact form for more information. We look forward to working with you!

Request a Financial Services Direct Mail Marketing Quote!

In a world where image and visibility is everything, the Printed Image helps businesses look their best and reach the right audience. Start your next Financial Direct Mail Advertising Campaign today by requesting a quote!