Wealth advice and investment are matters of trust. Attracting new clients and maintaining existing customer relationships requires communication that is personal, credible and tailored to the target audience.
We support wealth advisers, asset managers and financial service providers with customer acquisition and existing customer communication – through suitable target audience address lists, media planning, data management, and postal and digital advertising.
What does the financial sector require from direct marketing?
Financial decisions are often considered over an extended period. For services that require explanation, it is particularly important to reach potential customers with clear information and a professional approach.
A successful marketing activity therefore needs to consider several factors:
- the intended target audience and its needs
- the specific advisory service or investment offer
- the credibility of the communication
- suitable advertising channels and points of contact
- the quality of the address data used
- the legal requirements for advertising
Direct marketing enables communication to be tailored to different audiences and objectives – from initial contact to maintaining an existing client relationship.
Customer acquisition for wealth advisers and financial service providers
Attracting new clients means reaching people for whom wealth advice or a particular financial offer may be relevant.
The key is not simply to achieve broad reach, but to select suitable target audiences and advertising environments.
Selecting target audiences and address lists
Different audiences may be relevant depending on the offer – for example, individuals with particular sociodemographic characteristics or businesses and their decision-makers.
We support the research and selection of suitable B2C and B2B address lists. The selection criteria available and usable for a campaign depend on the data offered and the legal requirements.
Using suitable media and advertising environments
Alongside personalised mailings, advertisements, inserts and digital advertising formats can be used to reach potential prospects.
When planning media, we assess which publications and subject areas suit the target audience and the offer being promoted.
These may include business and finance publications or suitable special-interest media.
Print mailings for personal, high-quality communication
A postal mailing provides space to introduce an advisory service, share information and invite recipients to make personal contact.
For financial services that require explanation, design, materials and an individual approach can help support the sender’s intended positioning.
Personalised customer communication
Depending on the available data, mailings can be individualised with a personal salutation or other relevant content.
The key is for the communication to suit the recipient and the objective.
Production and dispatch
From data preparation and printing to finishing and dispatch, the individual steps need to be coordinated.
We support the technical implementation and production of postal communications – including in combination with other direct marketing services.
Customer care: strengthening long-term client relationships
Looking after existing clients is an essential part of communication for wealth advisers and financial service providers.
Regular, relevant reasons to make contact can help maintain relationships and support personal dialogue.
Options include:
- personalised informational mailings
- invitations to events or advisory meetings
- customer letters linked to specific occasions
- information about new services
- activities to reactivate contacts who have been inactive for some time
The appropriate content and frequency of contact depend on the target audience, the existing customer relationship and the communication objective.
Data quality and data protection in financial communication
A well-maintained customer database is an important foundation for personal communication.
Incorrect addresses, duplicate records or inconsistent names and salutations can cause unnecessary postage costs and undermine the quality of customer communication.
Checking customer and address data
We support the checking, updating and preparation of existing address data.
Depending on the starting point, postal address checks, corrections to names and salutations, and other data updating measures may be appropriate.
Matching databases
Data matching can take account of duplicate records, changes of address or addresses that are no longer deliverable.
This helps prepare databases more effectively before a communication activity.
Careful handling of personal data is particularly important in financial services. The specific processing and use of data for advertising must comply with the applicable legal requirements.
Combining online and offline marketing effectively
Not every target audience can be reached through the same communication channel.
While postal mailings offer a personal, tangible approach, digital advertising formats can generate additional visibility and draw prospects’ attention to further information.
Print mailings, advertisements, inserts and online marketing can therefore be combined according to the target audience and communication objective.
We assess which channels are suitable for the planned activity and how the individual points of contact can complement one another within the media plan.
Why choose Trebbau for direct marketing in the financial sector?
Communication about wealth advice and investment requires careful coordination of the target audience, message and advertising channel.
We combine experience in working with financial sector businesses with services in target audience management, media planning, data processing and mailing production.
Individual services can be used independently or as coordinated activities.
You receive support with planning and implementing your communication, while your company retains professional responsibility for advisory content and financial offers.
Plan targeted customer acquisition and client communication
Would you like to attract new prospects for your financial services, communicate more effectively with existing customers or combine postal and digital activities?
We discuss your target audience, communication objective and suitable implementation options with you.
Use our contact form or speak with our specialists in target audiences, media planning, data management and production.
Frequently asked questions about direct marketing in the financial sector
Customer acquisition activities may include personalised mailings, advertisements, inserts and digital advertising. Suitable target audience selection, a professional approach and coordination with the specific advisory service are important.
Depending on the offer, communication can be directed at individuals, businesses and decision-makers. The selection criteria available and permitted for a particular campaign depend on the address lists used and the legal requirements.
Print mailings enable personal communication and provide space for information about advisory services, events or other opportunities to make contact. Whether a mailing is suitable depends on the target audience, communication objective and design.
Address data can be checked for postal accuracy, updated and matched against suitable reference databases. This can help identify incorrect addresses and duplicate records so they can be taken into account in future communication.
Yes. Postal mailings, advertisements, inserts and digital advertising formats can be coordinated. The appropriate combination depends on the target audience, communication objective and legal requirements of each activity.
