PFL for Financial Services

Financial Services companies know that trust is
the cornerstone of any business relationship. People want to be a name, not an account number.

PFL for Financial Services
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Direct Mail is highly effective

The first step for any financial services relationship is building trust. If you want to deliver a truly powerful moment to your clients that separates your brand from others, tapping into the power of personalized direct mail is key. PFL can help you build personalized experiences across the entire client journey—experiences that can increase ROI to 10X or more. Triggering automated physical mail directly from your CRM or MAP is efficient and impactful.

PFL is the only solution that brings together technology, printing, storage, and fulfillment in-house to maintain the highest quality standards, capabilities, and visibility for our customers.


Keep Your Data Safe

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Only PFL can provide the level of security you need to keep your data safe. We are HIPAA, SOC 1, SOC 2, GDPR, ISO 27001, and CCPA compliant, as well as PCI certified for your peace of mind.

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Financial Services companies can use the PFL platform to execute a variety of strategies, including:

Adoption and retention of high-net-worth clients
Deal acceleration to sign new clients
Events with clients and prospective clients
Advocacy and expansion

Core Features & Benefits for Financial Service

Critical Mail

Critical Mail

Monthly statements, SEC filings, and changes of services are all mandatory notifications clients must receive. Ensure you are complying with all federal, state, and local regulations—something PFL excels at.


Let potential clients know who you are. A high-impact, unique mailer tells the story of why they should work with you to meet their financial goals.

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Educational Events

Educational Events

Want to invite someone to dinner? Maybe a retirement webinar or an investing virtual event? Send a personalized message that makes them feel like they are your only client or prospect. Then send a follow up item to help secure them as a client.

Client Acquisition

When it’s time to sign that new client, send them a high-value package that shows how important they are to your organization. Let your sales reps build relationships by sending personalized mailers and collateral to set meetings and secure new deals.

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New Patient Onboarding
Client Appreciation

Client Appreciation

Every client wants to feel the appreciation from their financial services team. Send gifts for holidays, birthdays, anniversaries, or “just because.” This lets your clients know that they are valued.