Direct Mail Automation for Banks, Fintech & Financial Institutions

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 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.

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:

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.

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.

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.

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.

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.