Direct Mail Automation for Banks, Fintech & Financial Institutions
With our software, you can effortlessly integrate letters, self-mailers and postcards into your cross-channel marketing, reach and retain your customers permanently...

Direct Mail is an agile performance channel that strengthens your customer loyalty
This offers a perfect opportunity to get in touch with your customers on a regular basis . However, many banks and financial service providers make a serious mistake: they send generic, impersonal advertising mail that makes customers feel like numbers rather than people. There is a better way: today, customers are retained with automated and hyper-personalized direct mailings . This is customer-friendly and at the same time supports your company goal: to strengthen and maintain trust and loyalty with customers.
The goal is to increase ROI
Native integration into the existing IT infrastructure significantly reduces manual effort.
process efficiency
the use of value levers

Challenges in print marketing:
rigid organizational silos & old print structures
This is what marketing managers think about print marketing:
Our solution with direct mail
In addition, 70% of customers prefer direct mail by post. In the long term, the change has the advantage that processes run automatically, which saves a lot of time and resources. How does this work? The optilyz software sends direct mail using predefined and automated triggers. For example, direct mailings are only initiated when a certain number of recipients have been reached.
Welcome screen
Define where, when and which data you use for recurring direct mail campaigns. For example, activate one-time shoppers, cross-sell or reactivate inactive customers.

Pick the perfect format and print method
Configure your campaigns and choose from the best-performing formats and modern print methods. Then lean back – we manage printing and delivery worldwide.

Upload designs for any customer segment
Personalise your direct mail in any possible way: A/B test, target buyer personas via individual designs and even benefit from 1:1 picture personalisation.

Add direct mail touchpoints to your journeys
Close the loop and add direct mail touchpoints to your existing digital customer journeys within a few clicks – to make true cross-channel customer journeys a reality.

Through hyperpersonalization:
from customer retention to customer loyalty
The widespread segmentation by gender or customer lifetime value (CLV) is also nothing new. This type of personalization involves segmenting customers with similar interests or comparable purchasing behavior so that they receive exactly the mood images, visuals or price advantages that are most relevant to them.
For example, you can offer VIP customers with high CLV exclusive benefits to bind them even more closely to your brand.
True Hyperpersonalizationading
Address cleansing for higher delivery rates
Our software helps you in that address cleansing is integrated, thus eliminating unnecessary costs for unsuccessful mailings. This also saves you a lot of money.
Data protection & cyber security:
optilyz is ISO 27001 certified

Easy integration
optilyz can seamlessly be integrated in every marketing cloud, CDP or even own data management systems via API or WebHooks. We keep the integration as easy as possible so no further technical resources are needed for it to work.
What our customers say
What can you
achieve with us
Ready to get started?
You want to know more about the optilyz software and your options with direct mail automation?
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Oder schreib uns eine E-Mail:
info@optilyz.com