Why Are We Different From Others?

… Because you want experts in the whole mailing process not just parts of it

Why Are We Different From Others?

… Because you want experts in the whole mailing process not just parts of it

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Evidence Based Understanding

You want more clients and you want them to perform like your best clients, so evidence is king.

Sourcing of the Best Data

Selecting the right data for your campaign is crucial, which demands excellence in data sourcing.

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Tried & Tested Design

Concise communication of a simple message that is specific to your client profile and products.

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Qualifying & Nurturing Leads

Your mailing starts the conversation, but prospects need to be kept warm and happy. We help you do this.

We Listen to You

You can expect us to start by listening to you and discovering exactly what you need. After all, we are business people just like you. We’ll offer you hard won experience and analysis of what works and what doesn’t. We are driven by evidence. If you get the results you want, we know you’ll be willing to commit your future work with us.

Start More Conversations  Call Today

Start More Conversations  Call Today

Success Driven Sourcing of Data 

By improving your selection of data, you can benefit just like other financial advisers we have helped by DOUBLING their success rate.

You can plan to have a roomful of affluent people for your financial advice seminars and a consistent flow of high quality  appointments. Working with us means you can tap into deep data insights of affluent and high net worth individuals.

Modelling your best customers helps you identify lookalike individuals. This means we examine your customer list or a sample of it, under a strict processing agreement, and seek out those characteristics describing them which are also present in other people in your area.  

Some clients find it challenging to extract data for modelling. That’s fine too. Instead we work with you to thoroughly understand your clients, so we get the best possible results for you.

Success Driven Sourcing of Data

By improving your selection of data, you can benefit just like other financial advisers we have helped by DOUBLING their success rate.

You can plan to have a roomful of affluent people for your financial advice seminars and a consistent flow of high quality  appointments. Working with us means you can tap into deep data insights of affluent and high net worth individuals.

Modelling your best customers helps you identify lookalike individuals. This means we examine your customer list or a sample of it, under a strict processing agreement, and seek out those characteristics describing them which are also present in other people in your area.  

Some clients find it challenging to extract data for modelling. That’s fine too. Instead we work with you to thoroughly understand your clients, so we get the best possible results for you.

IFA Mailings Designed to Get Response

Our designs and content for financial adviser mailings are:

  • Concise communications which deliver a simple message.
  • Easy to understand and to the point.
  • Packaged content suitable for a range of financial products.

We can also assist with bespoke one-off designed communications

IFA Mailings Designed to Get Response

Our designs and content for financial adviser mailings are:

  • Concise communications which deliver a simple message.
  • Easy to understand and to the point.
  • Packaged content suitable for a range of financial products.

We can also assist with bespoke one-off designed communications

Lead Management – Profit From Follow Up

How you reach out after your mailer is important. The leads who have responded may wish to go to your financial advice seminar, but life sometimes gets in the way and they forget all about their previously made commitment.

Financial advisers are also busy. Your practice may not have someone who has the time or frankly the ability to call these people to look after them prior to the seminar taking place.

We can handle this important part of the process for you.

Print and Fulfilment

Your mailing is printed and produced cost effectively with response in mind.

The IFA Invitation Mailer has four inserts and is match mailed. That means, we use variable data printing to add personalised information to the reply card, letter and invitation card.

By personalising the mailing we are building in responsiveness. As the reply card is pre-filled it makes it easy for the prospect to respond.

Your budget is pre-agreed. Our objective is to produce a quality finished mailing that is a credit to your financial advisory company.

Print and Fulfilment

Your mailing is printed and produced cost effectively with response in mind.

The IFA Invitation Mailer has four inserts and is match mailed. That means, we use variable data printing to add personalised information to the reply card, letter and invitation card.

By personalising the mailing we are building in responsiveness. As the reply card is pre-filled it makes it easy for the prospect to respond.

Your budget is pre-agreed. Our objective is to produce a quality finished mailing that is a credit to your financial advisory company.

Postage

You want the best possible prices for postage. That’s why we work very closely with Royal Mail and other competing mail delivery organisations. You can benefit from our low VAT postage solutions and volume and geographical costs savings.

If you are looking for creative ways to make the mailing more personalised, like adding stamps and cancelling them in volume, we can handle this for you too.

Postage is a big cost, so we look at every way option to keep your costs as low as possible.

Postage

You want the best possible prices for postage. That’s why we work very closely with Royal Mail and other competing mail delivery organisations. You can benefit from our low VAT postage solutions and volume and geographical costs savings.

If you are looking for creative ways to make the mailing more personalised, like adding stamps and cancelling them in volume, we can handle this for you too.

Postage is a big cost, so we look at every way option to keep your costs as low as possible.

Reach Us

If you are ready to talk about what you want to achieve, we are hear to listen.

46, Hawkcliffe View, Silsden, Keighley, West Yorkshire BD20 0BS

01535 654930

contact@directmail.agency

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