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Financial Services Case Studies

Foley & Co.

  • Industry: Financial Services
  • Result: Repetition leads to consistent marketing results for mortgage companies, even in a recession.
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Sharp Bookkeeping Service

  • Industry: Financial Services
  • Result: I've tried everything and the only thing that has worked for me is postcards.
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C.W. Beale and Associates

  • Industry: Financial Services
  • Result: Experimenting with designs and offers can help your company continue to improve your results with postcard marketing.
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Texoma Credit Union

  • Industry: Financial Services
  • Result: You can set specific marketing goals, because postcards have the proven track record to produce the results YOU want.
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Retirement First

  • Industry: Financial Services
  • Result: We close 4-5 appointments, and only 1 pays for our marketing and then some!
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InnoVest Financial Services

  • Industry: Financial Services
  • Result: The follow-up ads convinced 250 website visitors to return to our site!
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Financial Services Company

  • Industry: Financial Services
  • Result: We generated 15-18 new clients and $22,500-$27,000 in revenue from our postcard marketing!
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Steve Srein - Financial Services

  • Industry: Financial Services
  • Result: We generated 140 new clients and $16,000 in revenue from our postcard marketing!
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RJB Financial Services

  • Industry: Financial Services
  • Result: We generated 261 responses and 20 new agents from our postcard mailings!
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Inverse Investments

  • Industry: Financial Services
  • Result: The income is well over $200K for us.
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