Hallmark has solutions for Financial Services.

Choosing a firm and advisor to trust with your money is a big decision. Equally important is deciding why to stay. It’s important to maintain a relationship that feels authentic and meaningful to a client’s individual life and goals. Hallmark can help with that.

Contact Us to Learn More See Market Impacts Explore Hallmark Solutions Real Clients. Real Results.
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Want relationships that grow and last? Hallmark can help.

Form long-lasting bonds with your clients

You have customers in different places in their financial journeys. Whether they are a new client who could use a warm welcome or a long-term client you need to retain and perhaps leverage as a source of referrals, we have the perfect offering to support you.


Customers who like their sales rep are 12 times more likely to purchase.

SOURCE: Ken Dooley - “How Emotional Intelligence Impacts the Way You Sell to Customers”
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My financial services agent has personally sent me a B-Day card every year since I’ve been with them & I think that’s the nicest thing. Makes my day.

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Being nice has its perks! Customers will come to appreciate the effort that you put into making them feel valued.

Staying connected during all phases of a client’s journey deepens their bond with you. Send a friendly hello along with a message that encourages your client to come in for a review of their portfolio.

Gain positive word-of-mouth referrals unexpectedly when customers share their surprise and delight from the Hallmark card you sent them.

Build trust that endures even tumultuous market shifts

The one thing we know about financial markets is that they are constantly changing. It is important to proactively work on building trust so your relationship with clients lasts through ups and downs.

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In one study, use of Hallmark cards improved average balances versus those with non-Hallmark cards.

SOURCE: Client-reported results
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I sent out Hallmark cards for the first time instead of generic cards and several of my customers called me to tell me how much they loved receiving a Hallmark card.

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Exceeding customer expectations is a game changer to long-term business relationships. Providing personal attention increases positive word of mouth and client referrals.

Acknowledging market shifts and proactively reaching out can do a lot to dissuade your clients from making any rash decisions. Reassure them in their times of need and celebrate when the market is bullish.

Card recipients often report they feel more connected to the brand that sends them a Hallmark card, and they find the card more meaningful to them than an email or a text.

Increase additional product purchases

Whether they are looking at retirement, a career change, or any large purchase, reaching out to clients during major life events can spark a conversation about their changing needs.

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Customers acquired from the Hallmark program have an average loan value 30% higher than leads from the control package.

SOURCE: Client-reported Results
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Emotion moves the brain to a decision 3,000 times faster.

SOURCE: Shopping Behavior Explained

Hallmark cards have proven to generate higher ROI compared to other marketing tactics.

Make an effort to stay in touch regularly with your clients. Plus, knowing what’s going on in their lives gives you additional opportunities to earn their business in new and potentially unexpected ways.

Building a relationship around emotions and the things that are personally motivating can help you close deals faster.

Hallmark solutions are here to help.

Break Through

Hallmark cards are opened, read, understood, and acted upon better than other marketing formats. Think about it. When was the last time you didn’t open a Hallmark card you received?

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64% of people say greeting cards make them feel special (vs. 15% for emails and 5% for texts).

source: USPS mail data


Hallmark has a print-on-demand program for financial institutions and wealth managers, making it possible for you to mail a personalized Hallmark card to individual an customer or prospect right after an interaction.

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7 out of 10 consumers would spend more at companies with excellent customer service.

source: American Express 2017 Customer Service Barometer


This application is built to provide businesses a best-in-class card ordering program and user experience, making it possible to enjoy bulk buying discounts and have a consistent brand message across multiple geographic locations.

STAT 82 percent

82% of Hallmark card recipients report improved brand perception of the companies that send cards.

source: Client-reported results

Brands like these appreciate the power of a Hallmark card.

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Real Clients. Real Results.

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If you’re interested in seeing more examples, case studies and best practices, we’d love to talk.