The Premiere Birthday Card Mailing Service for Financial Professionals
We mail it for you -
Just $4.95!
- Your Signature(s)
- Your Company Logo
- Your Return Address
- All Cards Made in the USA
We make boosting customer engagement and improving
customer retention as easy as 1, 2, 3!
Create Account
Complete a short information form and
setup your username and password.
Submit Info
Send us your birthday list and signature(s), and
we'll upload them to your account for you.
Review/Approve
Once setup, we'll call you to review the account
features, options and settings.
Include gifts like Candy and Gift Cards with your
mailings to really impress clients.
The Premiere Birthday Card Mailing Service for Financial Professionals
The Birthday Company offers an automated birthday and greeting card mailing service for Financial Advisors. We have been in business since 2006 and have mailed millions of birthday, holiday, and special occasion cards and gifts to meet all your customer appreciation and corporate greeting card mailing needs.
Key Features
NO contracts, setup fees, service fees, or minimum number of clients required.
Your digitized signatures
appear realistic when
printed.
Your company logo is printed at
the bottom center of the
birthday cards.
Your compliance disclosure (if
required) is printed on the back
of the cards.
Your return address is listed on the
envelope, giving client the
impression you signed and mailed
the card yourself.
Free birthday reminder emails
and option to add compliance
disclosure included free
WE MAIL IT FOR
YOU!
Our Testimonials
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.
Sue LPL Financial
Colorado Springs, CO Customer since 2008
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!
Gary Ameriprise
Pikesville, MD Customer since 2007
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.
Jerri Wealth Horizon
Duluth, GA Customer since 2009
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.
Bruce Ameriprise
Lake Charles, LA Customer since 2006
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!
Lilly Stratos Wealth
San Diego, CA Customer since 2008
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