Greeting Cards for Wealth Management

Hallmark greeting cards make clients feel like family, and that builds relationships to last generations.


Sending Hallmark cards helps build our wealth management philosophy of getting to know the client … and truly sets us apart from the competition.

Wealth Manager
STAT up to 32 percent

By sending Hallmark cards to customers, one of the world’s largest banks obtained a 32% increase in revenue by upselling additional products.

SOURCE: Client-reported results

Greeting Cards Work

G direct mail vs Hallmark card response rates

Demonstrating empathy through life event marketing is key

to making your company humanly connected to your customers.

Gain Insights. Get Inspired.

L female reading youre important to us card in kitchen

Life Event Marketing: An Effective Way to Attract and Keep Customers

Life event marketing is a valuable marketing technique designed to connect with a consumer on a personal and emotional level—particularly during a unique life moment—in order to trigger a response that results in higher profits and loyalty.
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L male female both in glasses working table
Case Study

Hallmark Greeting Cards Work Better Than Letters, Phone Calls and Other Greeting Cards

Learn how a financial services company with over 10,000 locations uses Hallmark cards to improve client retention and agent engagement.
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STAT 64 percent

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

SOURCE: USPS mail data

Millennials are 2X as likely to feel noticed when they receive a greeting card compared to other generations.

SOURCE: Client-reported results
STAT 72 percent

72% of consumers prefer Hallmark greeting cards over other greeting cards.

SOURCE: HBC Quantitative Consumer Direct Marketing Communications Study

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.