Send. Engage. Convert.
Direct Mail Automation for Financial Services
Work smarter with volume pricing and automated direct mail marketing for financial services.
No credit card required
Trusted by thousands of companies
Free templates
No mailing caps
3,000+ integrations
Automate personalization. Generate more leads
Direct mail previously required manual tweaking and copy changes for each subsequent recipient – not anymore!
Get better marketing results with less effort in less time. Connect your CRM and define triggers that send personalized direct mail.
Pre-made templates for financial services
Eliminate the need for expensive designers and printers.
Let your team focus on the message and impact of your campaign. Quickly transform direct mail templates into lead-generating letters and postcards.
Smart marketing insights
We make it easy for you to see how your campaigns perform so that you can make data-driven decisions.
Track open rates, click-through rates, and other crucial metrics from your dashboard. Measure your entire campaign every step of the way.
Choose the Right Plan for You
Start with a free account today. No credit card required.
No need to cancel your account as you will always have a free account with Postalytics.
Marketer Plan
For financial services marketing that delivers results
Streamline your marketing with pre-built templates, easy automation, and thousands of tech integrations.
Pro & Agency Plan
For organizations that want to scale without adding more staff
All Marketer Plan features plus financial management tools, white label features, and a template distribution system.
Integrated Marketing
Drive conversions with personalized mailers from Salesforce lists and workflows.
Request a demoAll teams love Postalytics
Supercharge your team with automated direct mail. Postalytics is made for on-demand marketing that will satisfy any team.
Marketing
Find out how marketers use direct mail to beat the game and stay top of mind.
Small Businesses
Find out how SMBs generate leads with easy and powerful direct mail tools.
Agencies
Find out how agencies leverage CRM data to slash cost per customer.
Non-Profit
Find out how non-profits raise funds and advance social change.
Financial Services
Find out how financial services generate more leads and keep their clients happy.
Real Estate
Find out how real estate agents delight prospects and close more deals.
Retail & Ecommerce
Find out how shops use direct mail to win and retain loyal customers.
Insurance
Find out how insurance companies personalize their offers to win more customers.
Education
Find out how schools use direct mail to fill their classrooms.
Healthcare
Find out how healthcare professionals stay connected with personalized mailing.
Local Services
Find out how plumbers, handymen, and HVAC proffessionals get 10x more calls.
Law
Find out how lawyers stay top of mind with targeted direct mail.
Postalytics integrates with your favorite tech
Discover 3,000+ direct mail integrations developed to help marketers
Get Inspired By
Find out how Postalytics customers outperform their competition with direct mail
The Member Closing Center
“Our system of high-quality mailpieces, tracking, and CRM integration makes us look very professional at every customer touch point.”
Learn moreFrequently Asked Questions
How do you promote financial services?
To promote financial services, it is necessary to create a personalized experience for your customers. This includes consistent, streamlined promotions that can be delivered across channels. Marketers prioritize automation and personalization solutions that perform well in multichannel marketing. Direct mail is such a solution, offering the best ROI and superior lead generation. This is why direct mail leads the way in financial services marketing.
Does direct mail work for financial advisors?
Direct mail is a form of advertising that has been around for centuries. It’s a cost-effective way to reach your target audience and generate high-quality leads. With modern automation and tech-stack integrations, direct mail has become the most powerful part of any marketing mix.
What is a good ROI for direct mail?
The median return on investment (ROI) for direct mail is 29%, according to DMA. However, even a slightly positive ROI can be enough to run a successful campaign for financial services. Direct mail sports a good reputation among other marketing channels. Leads and customers prefer print promotions over digital.
Why is the marketing of financial services important?
Financial services marketing is important because it drives perception, establishes your brand, and ultimately brings more customers. Therefore, financial services marketers should follow the latest trends to generate positive returns for the company and its clients. For example, with direct mail marketing automation, marketers can streamline direct mail operations to generate more leads, ultimately investing fewer resources and time.
What are the advantages of financial advertising?
Financial advertising is the targeted promotion of financial services designed to drive sales of individual products and services. Financial advertisements are aimed at customers who wish to invest in the stock market, need financial consulting, seek accountancy, save for retirement or make a purchase.
Our customers say it best
“I’ve worked with direct mail before. But never anything like Postalytics. It’s very versatile and customizable, and they keep improving it!”
Mark – Marketer at The Member Closing Center (MCC)
Start with Direct Mail Marketing Today
Automate your direct mail marketing & generate more leads for your financial services
Buffer Insurance
On-Demand Direct Mail Automation That Generate High Quality Leads
Read more
Real Living McLemore & Co
Direct Mail Targeting That Goes Beyond Digital Marketing
Read more
Zogics
Net Your 500% ROI Jump With Automated Direct Mail
Read more