E-Book

Direct Mail Marketing: An Idea Book for Financial Services

Today's direct mail campaigns leverage sophisticated technology, data analytics, and good old-fashioned marketing to deliver personalized experiences at scale.

Tech Line

Direct Mail Marketing - Idea Book for Financial Services

Proven Strategies & Modern Marketing Innovation

This Idea Book showcases proven strategies that blend traditional direct mail's trustworthiness with modern marketing innovation. You'll discover how leading financial institutions are using direct mail to: 

  • Build lasting relationships in an increasingly impersonal digital landscape. 
  • Transform compliance requirements into competitive advantages.
  • Create seamless omnichannel experiences that drive engagement.
  • Leverage data analytics for precision targeting and measurable results.

Each strategy and example have been selected to help you, today's financial services marketer, overcome digital fatigue and create meaningful connections that drive business growth.

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Tech Line

Direct Mail Marketing - Idea Book for Financial Services

Proven Strategies & Modern Marketing Innovation

This Idea Book showcases proven strategies that blend traditional direct mail's trustworthiness with modern marketing innovation. You'll discover how leading financial institutions are using direct mail to: 

  • Build lasting relationships in an increasingly impersonal digital landscape. 
  • Transform compliance requirements into competitive advantages.
  • Create seamless omnichannel experiences that drive engagement.
  • Leverage data analytics for precision targeting and measurable results.

Each strategy and example have been selected to help you, today's financial services marketer, overcome digital fatigue and create meaningful connections that drive business growth.

Thank you! 
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Thousands of Marketers Have Increased Engagement and ROI with PFL’s Direct Mail Automation Platform

Blue Cross Blue Shield of Michigan
Paycor
Elements Financial
Hinge Health
Vivint
Users Love Us
Highest User Adoption
Highest User Adoption
Best Support
2024 Most Loved
TrustRadius Top Rated
Best Feature Set
Best Value for Price
5 Stars

PFL is easy to set up and executes direct mail campaigns for us at scale. No more complicated spreadsheets or sending sales on a journey to find their tracking numbers.

Verified PFL User in Financial Services

5 Stars

Thanks to PFL’s expertise and support, we have seen mailer performance improve 100% + year-over-year. We think of them as an extension of our team.

Verified PFL User in Hospital and HealthCare

5 Stars

Automated direct mail made easy! PFL enabled us to create more robust multi-channel campaigns with attention-grabbing direct mail items.

Verified PFL user in Hospital and HealthCare

Key Findings

Key Findings

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