Automated Greeting Card Mailing Service

for Financial Professionals

October 27, 2019

Created as a marketing tool for doctors, dentists, and financial advisers, the Birthday Company’s corporate birthday card services are designed to turn birthdays into business by encouraging company-client rapport.

Establishing relationships with clients is vital to building future business. After all, it costs 10 times as much to acquire new clients than to keep old clients. But maintaining those relationships is the key to building a network of referrals.

Maintaining client relationships is the Birthday Company’s specialty. Simply create a free, password-protected account at, send us your list of client birthdays and their addresses set your gift budget, and the Birthday Company will begin your business birthday card program.

After a gift budget has been established ($2.95 – $55.95), gifts like gourmet chocolates, specialty candies, fancy brittles and delicious toffees will be sent out seven days prior to each birthday. Standard or personalized greeting cards are sent with each client gift, and each mailing includes the company’s return address on the package.

Once the client database has been created, it can be fully accessed for changes or additions at any time. The Birthday Company will keep track of what gifts have been sent to which clients, and will never send the same gift twice. The Birthday Company also offers holiday client gifts, as well as special occasion gifts and cards.

Implementing a customer retention program by leveraging corporate birthday cards has never been so easy. For additional information contact Dave Chasse or visit


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