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

From tariff adjustments and updated terms and conditions to personal offers, events and product information - the reasons why banks, fintechs and financial service providers send letters, self-mailers and postcards are varied. There is also information that customers are legally required to receive.

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

The targeted, intelligent and data-driven use of direct mail according to the Customer Lifetime Value (CLV) model reduces the overall costs for printing and postage. Shorter lead times of around three to five days (-77%, depending on volume) increase the agility of the print channel and enable short-term adjustments to market changes.

Native integration into the existing IT infrastructure significantly reduces manual effort.
Cost optimization through
process efficiency
Performance improvement through
the use of value levers

Challenges in print marketing:  
rigid organizational silos & old print  structures

Maybe it's the same for you at the moment: the lead times for sending letters, postcards and self-mailers are still long, the workload is high and the costs are therefore disproportionate. We know from experience that this is often due to old print structures and rigid organizational silos.  This makes manual print marketing disproportionately expensive and inflexible. There are also other disruptive factors that marketing managers complain about:

This is what marketing managers think about print marketing:

43%
complain about poor response rates from customers
30%
criticize the cumbersome address verification
24%
are dissatisfied with the quality of the addresses
28%
it is difficult to formulate a personal offer

Our solution with direct mail

Does it still make sense to stick with print marketing? We don't think so. It would be better   to switch to direct mail automation today. Why? It's simple: Firstly, because 74% of marketing managers  see direct mail automation as the performance channel that promises  the greatest return on investment (ROI) , the best conversion rates and response rates.

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.
Step 1

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.

Step 2

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.

Step 3

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.

Step 4

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 "new world" of print advertising is digital. It is data-driven and automated, and does not require CSV files or FTP servers. Modern companies use formats such as self-mailers and letters, integrate them into their cross-channel customer journeys and personalize them to such an extent that they reach the recipients in their individual lives.

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

If direct mail is not only addressed to one customer segment, but is aimed at the individual customer, this is referred to as hyperpersonalization . This includes personalization elements such as 1:1 image personalization (for example, for product recommendations), text modules, validity periods or different languages.

Address cleansing for higher delivery rates

We know from experience that around 6 percent of the addresses uploaded are invalid. The associated direct mails therefore never reach their destination. We don't need to tell you that this is bad. Even less that every undeliverable mailing negatively affects the results of your campaigns.

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

Nowhere else is the protection of sensitive data as important as in banking and finance. Our software therefore meets the highest security standards and is certified according to ISO 27001. This means that your customers' data is safe.

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.

Integration partners

What our customers say

“At Golf House we are very customer-focused and prioritize personal, high-value communication along the customer journey. optilyz enables us to run direct mail in an even more agile and customer-centric manner. Their software reduces effort and opens up new potential in customer interaction.”
“With after-sales communication, we create awareness for the GRENKE brand among existing customers and thus increase customer loyalty.”
“Thanks to optilyz technology and consulting, we were able to reduce our cost-per-order of mailings by 75%. We are now planning to concretely pursue the path we have started to make our mailings more customer-centric as well.”
“Within a very short time, we went live with the new Customer Data Platform (CDP), moved existing marketing automation processes and connected Programmatic Print. Kudos to two outstanding service providers who are in no way inferior to their technical solutions.”
“optilyz empowers us to operate our markets from a single platform, eliminating the time-consuming hassle of managing multiple agencies. Thanks to seamless API integration with our marketing cloud Iterable, data entry is a breeze, and webhooks ensure smooth, two-way communication.”

What can you
achieve with us

+ 3-15%
Targeted segmentation
If you incorporate personal interests and individual customer behaviour into the content of your direct mail, your conversion rates can increase by 3-15%.
+ 2-10%
A/B testing & best practices
Your conversion rates can grow by 2-10% if you focus on improved A/B testing and put the insights of our customer success team to work for you.
+ 3-10%
Part of the customer journey
Automation allows you to send direct mail at the right time for your customers. This can increase your conversion rates by 3-10%.
+ 5-20%
Hyper-personalisation
Hyper-personalised content on a 1:1 basis, such as individual product recommendations, can catapult your conversion rates by as much as 5-20%.
+ 2-5%
Cross-channel effects
When you integrate direct mail into your cross-channel communication and create real customer experiences, your conversion rates will be boosted too!

Ready to get started?

You want to know more about the optilyz software and your options with direct mail automation?

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