Skip to main content
Regal Service
Lowest Prices
Best Data
Fastest Turn Times

Financial Services Mail Marketing

Direct Mail Marketing for Financial Services & Investment Companies

Financial Services Mail MarketingAre you an asset management company looking for more of your best clients? A great – but often ignored – marketing tool that you can use to promote your financial services, is direct mail marketing.

Direct mailings are a much more personal way to advertise important financial services than advertisements on television/radio. You have a higher freedom to customize the message to each recipient, ensuring there is a greater chance of converting them into lifelong clients.

At Mail King USA, we have experience running direct mail marketing for financial services companies and asset management providers. Direct mail marketing for financial service companies can help grow leads, generate conversions, and reduce customer attrition.

Here are some ideas to help you achieve results with direct mailings:

1.     Mail customers a glossary of your financial services terminology

Not every person knows what money management firms are and how they help them. Others might be aware of some of the services offer, but might not understand the jargon that companies use when talking about it. A great way to increase your chances of conversion is to make mutual funds more understandable and less scary. When people know how their money will be used and in what way they'll benefit, they'll be more likely to trust you with it.Financial Services Mail Marketing

Sending brochure or letter mailings with a glossary of mutual fund terminology – with about 10-12 words in each mailing – can help.

2.     Explain how your investment firm usually work's with a client

Following up your glossary can be a letter explaining how various services really work. You can also use letter marketing to explain the role of asset managers, brokers, the securities market and the United States Securities and Exchange Commission.

At Mail King USA, we use images and other visually-aesthetic content to make your direct mailings more engaging and understandable to recipients.

3.     Direct mail brochures about different services and investment options

Direct mailings are an excellent way to give prospective customers the product/service they really need. For example, postcard mailings and brochure marketing allow you to personalize the funds you offer.

So, if your recipient is someone who's fresh out of college, you can send a brochure with a list of services or strategies that will be great for building a nest egg. At the same time, you can create another brochure for all those recipients who are already retirees and who require a less risky option that allows them to save the most in the shortest period of time.

4.     Share the news about market perspectives and prospective valuation of a mutual fund

Many asset management companies engage in mutual fund valuation research. Maybe you do too. If yes, you can use your research for your direct mail marketing campaign.

Financial Services Mail MarketingSometimes, the only thing a customer needs to be convinced of, is that his/her investment will bring in good returns. Here, you can use letter marketing and brochure mailings with a detailed breakdown of the prospective valuations of those mutual funds which might be relevant to the recipient. You can also share the market perspectives and trends that will be at play in the next few months.

Along with this, you can also include expert advisory on the best Do's and Don'ts of investing in mutual funds. You can include a contact form with postage, which recipients can use to respond to your queries and seek one-on-one consultation.

5.     Send a postcard advertising the "best time to invest"

Finally, a great thing to do to clinch the deal is to use postcard marketing to talk about the "best time to invest". Through your experience, you'll know when certain mutual funds or investments have a higher chance at growth and you can use this information to get more investors.

You can use the postcard to explain how this best time to invest is compatible with the recipient's goals and risk tolerance. The more transparent you are with prospects, the higher the chances of conversion.

6.     Use highly targeted data to get the best mailing list for prospective clients

One last thing! You might be surprised to know just how much data is available on all of us. The longer I am in this industry the more I am surprised about just how much "Big Data" knows about each of us. You can use this valuable information to your advantage when crafting your custom targeted prospect mailing list. There are hundreds of filters you can use to craft your list such as: age, income, home ownership, net worth, number of investment properties owned, disposable income, net value of liquid assets, home equity and so much more.

At Mail King USA, we are one of the premier direct mail advertising companies for financial services. We can run your direct mail marketing campaign end-to-end. Reach out to us for more information.

Hello!
Please Give Yourself
1,000
Free Postcards
Printed With Your First Order!