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A Guide to Using Direct Mail for Financial Institutions

In an age where digital marketing is increasingly popular, direct mail has been found to be one of the most effective channels to reach consumers. Unlike other types of digital communication, such as social media or email, direct mail can be personalized to meet the needs of individual audiences.



Consumers are more likely to respond to a direct mail offer than any other form of solicitation, resulting in higher brand recall and engagement rates. In addition, direct mail can help you stand out from your competitors by focusing on unique needs, such as business banking or cash flow management.


Use Different Formats to Reach Every Audience

While most consumers prefer receiving brand communications in the form of letters and envelopes, it's also important for financial services companies to use a variety of formats to reach their target audience. For example, in a recent survey we conducted, 39% of consumers aged 35-54 stated that they would prefer to receive brand communications in the form of postcards.


Create a Personal Connection With Your Audience

To build trust, stability and integrity in your customers, you need to make sure that they feel connected with your bank. You can do this by focusing on their needs and telling them that you're there to support them and help them fulfill their dreams with your products and services.


Design Your Direct Mail Pieces With Interactivity

When designing your direct mail pieces, you should always think outside the box and get creative. For instance, you can incorporate a scratch-off element or use a three-dimensional item to grab attention and generate interest. You can also write compelling copy and include offers that pique interest.


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