Automated Greeting Card Mailing Service
for Financial Professionals
We mail it for you - just $2.95!
• Your Digitized Signature(s)
• Your Company Logo
• Your Return Address
• We Mail it for You!
KEY FEATURES
As a successful financial advisor, you know it’s important to recognize special occasions in your clients’ lives, but it’s not always the easiest task. Enter The Birthday Company. With our automated greeting card mailing service, you can send your clients business birthday cards in three easy steps!
Whether it’s for a birthday, anniversary, holiday or other special occasion, our cards can help you say it all. We even customize your cards by having your company’s logo, return address, and your personal signature(s) presented as if you wrote them yourself. You also have the option to include additional gifts like candy or gift cards to really impress your clients. Your clients will appreciate the personalization of our cards and you’ll appreciate the convenience that our service provides.
Still not convinced? Have a free sample of one of our business birthday cards mailed to you and see for yourself why you should use The Birthday Company for all your corporate birthday card needs.
Include gifts like candy and gift cards with your mailings to really impress clients.
Lilly
Stratos Wealth Partners
San Diego, CA
Customer since 2008
After working with you and your company for several years, I have a deep appreciation for your service.
I have received thank you cards, calls, and letters from clients who've received your special packages. They just love them. The candies are divine, and the CDs are delightfully clever, classy and "jazzy." Now that you also offer the Starbucks, Amazon, and Restaurants Gift Cards, my clients are really in for a treat!
For a very reasonable investment, you provide a wonderful, ongoing service. And thank you for the reminder emails as well - so helpful! Keep up the great work!
Bruce
Ameriprise
Lake Charles, LA
Customer since 2006
My partner and I have been very pleased with the cards and gifts from The Birthday Company.
In the daily rush that is our business these days, it's difficult to set aside time to send out a special contact to our best clients. The Birthday Company makes this effortless. We use them not only for birthdays, but also for special occasions and to express thanks in a special way. Their gifts and cards are unique and classy in an elegant way. They are extremely convenient and easy to deal with, and always seem to know the best suggestion for each client situation.
Great investment in our business!
Jerri
Wealth Horizon
Duluth, GA
Customer since 2009
Wealth Horizon has been using The Birthday Company services for over a year to recognize our clients' birthdays and anniversaries with our company.
TBC has first -rate customer service. Setting up our clients' accounts was effortless. We control the client list by adding and deleting as we need on a website.
This service is a wonderful tool to make sure our clients know we are thinking of them on special occasions.
Gary
Ameriprise
Pikesville, MD
Customer since 2007
We have been very pleased with the cards and gifts from The Birthday Company. Our clients and friends have not only been surprised but we’re also pleased knowing they’re being recognized on their special day.
The Birthday Company has been very flexible and even offers other occasions, besides birthdays. Their cards, toffees, and gift cards make a difference every time.
Thank you, Birthday Company, for your ease and continued timely deliveries 24/7, 365 days a year!
Sue
LPL Financial
Colorado Springs, CO
Customer since 2008
Just a quick note to let you know how much my clients continue to absolutely love the birthday gifts!
One of our clients, for example, turned 80 yesterday. Your reminder via email was very timely and when I called her she complimented me on the gift.
We make boosting customer engagement and improving customer retention as easy as 1, 2, 3!
1. Create Account
Complete a short information form and setup your username and password.
2. Submit Info
Send us your birthday list and signature(s). We'll upload them to your account for you.
3. Review/Approve
Once set up, we'll call you to review the account features, options and settings.
