Automated Greeting Card Mailing Service

for Financial Professionals

October 7, 2019

Client retention is one of the most important aspects of running a business. By having loyal clients, your company can continue to grow as well as lead to referrals for new clients. If you provide your clients with consistent, excellent customer service, their loyalty will lie with you, but you have to know your customer retention strategies.

How to Keep Clients Interested

1. Keep in Touch

Clients will recognize who voluntarily makes an effort to keep in touch with them. Whether it’s reminding clients about an upcoming service or giving them an opportunity to give your business feedback, the client will feel like you care about their input.

2. Recognition

To show you care, recognize your client’s business and major holidays. For example, know when your client’s birthday is to send a birthday card, or around the holidays, you can send them a “happy holidays” card.

3. Appreciation

When keeping in touch with your clients, it also gives you an opportunity to express your gratitude for their business; it will make your clients feel appreciated.

Once a client feels individually recognized and satisfied with your business’ customer service and product, they are more likely to refer people based on how you treated them. Current clients provide you with their service and bring in new clients, so having a repeat customer is the first step in growing your business. According to a study conducted by Bain & Company, if your customer retention increased by 5%, it can increase profits by more than 25%.

Build a relationship

Corporate Greeting Card Delivery Services

The Birthday Company believes that establishing relationships with current clients is a great way to grow client retention. Our automated service is a simple and cost-effective way to keep your current clients satisfied. For example, sending out birthday cards for clients shows you want to recognize their special day! We send free birthday reminder emails the day before your client’s birthday to ensure that you never miss another birthday!

How it works

With The Birthday Company, there are no contracts, no setup or service fees, and no minimum number of client requirements. We print your high-resolution signature on each card you send, so it appears as though you signed the card yourself. You will also have online secure access to your account to view, edit, and manage all client mailings.

Plus, you don’t have to worry about repetitiveness; our designs are rotated so clients won’t receive the same card—even if they live in the same household! We want to help clients feel individually recognized.

Preserving customer service and client retention is vital to your business, which is why we make it easy to maintain your most important relationships. Search through our card options for more information.


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