Financial Services Marketing Solutions

Are your marketing and communications programs helping you acquire new financial services customers?

As a bank or credit union, you face unique challenges when marketing to prospective financial services customers. Not only are you restricted to acquiring customers within the boundaries of your branch trading area, the Do Not Call registry places limits on your ability to target customers via telemarketing. With these restrictions, direct mail becomes an increasingly attractive solution to reach new customers.

Fortunately, research has shown that when it comes to financial services marketing, customers actually prefer the personal touch of mailed communications when making financial services purchases. Pitney Bowes direct mail / direct response marketing solutions are a perfect fit to help you reach new financial services customers in an increasingly challenging and regulated landscape.

Are you staying compliant in your existing customer communications and taking advantage of opportunities for promotions and cross-sell?

Banks and credit unions are well-accustomed to working within the bounds of legislation, but increasingly, financial services marketing and communications are subject to complex compliance rules as well.

At a minimum, you need to ensure that your communications programs are compliant, but are you using these communications as marketing opportunities?

Pitney Bowes marketing and communications solutions for financial services allow you to do just that. Mandatory customer communications will go out on time, and you’ll also have the flexibility to personalize your communications and statements; cross-sell products and services; and insert promotional messaging.

Contact a Pitney Bowes representative to learn more about our marketing and communications services for financial services firms.

Watch our video case studies to learn how other financial institutions improved their marketing and communications with Pitney Bowes.