Greeting Cards for Wealth Management
Hallmark greeting cards make clients feel like family, and that builds relationships to last generations.
Greeting Card Occasions for Wealth Management
Sending Hallmark cards helps build our wealth management philosophy of getting to know the client … and truly sets us apart from the competition.
By sending Hallmark cards to customers, one of the world’s largest banks obtained a 32% increase in revenue by upselling additional products.
Greeting Cards Work
The 3 Rs: Response, Relationships and Retention
Demonstrating empathy through life event marketing is key
to making your company humanly connected to your customers.
Gain Insights. Get Inspired.
Life Event Marketing: An Effective Way to Attract and Keep Customers
Hallmark Greeting Cards Work Better Than Letters, Phone Calls and Other Greeting Cards
64% of people say greeting cards make them feel special (vs. 15% for emails and 5% for texts).
Millennials are 2X as likely to feel noticed when they receive a greeting card compared to other generations.
72% of consumers prefer Hallmark greeting cards over other greeting cards.
The Critical Role Greeting Cards Play in Nurturing Wealth Management Clients
Making Your Client Relationships Personal Is Mandatory to Maintain Trust
To help your clients be completely prepared legally and financially, they must trust you with their lives—the good, bad and sometimes ugly details. The minute a client no longer trusts you is the minute you are at risk of being replaced by another wealth manager. Your best approach to maintaining their trust is to be an empathetic human first and help them celebrate, mourn and prepare for what’s next. Greeting cards have a special way of affirming that you are there with your clients for life, building the path for future promotions, personal setbacks and celebrations, retirement and estate planning and inheritances.
Wealth Management Greeting Card Must-Haves
A Hallmark card is like a hug in an envelope. After a hundred years of putting care in the world, Hallmark-branded greeting cards communicate to affluent clients that you care deeply—more than other brands of cards can inherently communicate. A Hallmark card also has the benefit of extending your emotional reach into the lives of your clients beyond face-to-face interactions. If your clients truly are like family, then wouldn’t it just make sense to give or send a card for the following life events?
Corporate Greeting Card Solutions for Wealth Management Companies
If you’re looking for a corporate solution, Hallmark can create a custom website for your wealth management teams that include your company’s own collection of greeting cards. This provides better brand control, coordination between departments, the ability to add original cards developed for you, volume pricing and special services. Contact us to learn more about how corporate solutions work.