


Direct Mail Leads to Direct Business
Despite the digital deluge, there has been a surprising resurgence of direct mail in financial marketing, highlighting its potential for higher conversion rates and deeper connections with consumers. Some key ideas to consider: • Direct Mail requires an investment...
Branching Out – Tactics for Financial Marketers to Reach New Audiences
When David Eckerly first arrived at Personal Capital in 2018, the company was largely a direct response marketer—a tactic that had been a highly successful strategy for early growth. But as it sought to compete with larger players, it knew it would have to wade into...
How Often Should Banks Send Direct Mail to Customers?
Direct mail remains a powerful tool in the banking sector’s marketing toolbox. Despite the prevalence of online platforms, the physical aspect of direct mail can significantly enhance customer engagement and retention rates. However, one of the most pressing...
Multi-Channel Marketing for Banks
The days of relying on a single marketing platform to reach existing and potential customers is long gone. Today’s fast-paced digital landscape demonstrates the need for banks to go beyond traditional marketing channel use and leverage multi-channel marketing...