Automated Greeting Card Mailing Service

for Financial Professionals

December 13, 2022

Financial advisors often rely on greeting cards to stay connected with their clients and build relationships. Choosing the right greeting card service can be a challenging task, as there are many factors to consider. In this article, we’ll explore some key considerations for financial advisors when selecting a greeting card service.

9 Things to Consider When Choosing the Best Greeting Card Service

  1. Cost of Service
    First and foremost, it’s important to consider the cost of the service. Some greeting card services charge a monthly fee, while others charge per card. Financial advisors should carefully review their budget and determine how much they are willing to spend on a greeting card service. It’s also a good idea to compare the costs of different services to see which one offers the best value for money.
  2. Selection of Cards
    Next, financial advisors should consider the selection of cards available through the service. It’s important to find a service that offers a wide variety of cards, so that you can choose the perfect card for each client. Some services even allow you to customize the cards with your own personal message or branding.
  3. Delivery Process
    Another important factor to consider is the delivery process. Some greeting card services offer physical cards that are mailed to the recipient, while others offer digital cards that can be sent via email or social media. Financial advisors should consider which delivery method best meets their needs and the needs of their clients.
  4. Reputation of Service
    In addition to these core considerations, financial advisors should also think about other factors such as the reputation of the service, the ease of use of the service, and any additional features or perks that the service offers. For example, some greeting card services offer tools for managing client lists and scheduling cards in advance, which can be useful for financial advisors with a busy schedule.
  5. Ease of Use
    Another important factor for financial advisors to consider when choosing a greeting card service is the level of personalization and customization available. Some services offer a wide range of customization options, allowing financial advisors to create cards that are tailored specifically to their clients. This can be especially important for financial advisors who want to create a sense of personal connection with their clients.
  6. Personalization and Customization Options
    In addition to customization options, financial advisors should also consider the quality of the cards themselves. High-quality cards with a professional look and feel can make a strong impression on clients and help financial advisors establish a sense of credibility and professionalism. On the other hand, lower-quality cards may come across as cheap or unprofessional, which can damage a financial advisor’s reputation.
  7. Quality of Cards
    Ease of use is another important factor to consider when choosing a greeting card service. Financial advisors who are busy with client meetings and other tasks may not have a lot of time to spare for creating and sending greeting cards. Look for a service that is easy to use, with intuitive design and simple navigation. Some services even offer mobile apps that make it easy to create and send cards on the go.
  8. Level of Support and Customer Service
    Another thing to consider is the level of support and customer service offered by the greeting card service. If you encounter any issues or have questions about the service, it’s important to have access to reliable support and assistance. Some services offer live customer support, while others may only offer email or online support. Consider which level of support is most important to you and choose a service that meets your needs.
  9. Additional Features and Perks
    Finally, financial advisors should also consider any additional features or perks offered by the greeting card service. Some services offer tools for managing client lists, scheduling cards in advance, and tracking the effectiveness of your greeting card campaign. Others may offer discounts on bulk orders or other perks for frequent users. Consider which features and perks are most important to you and choose a service that offers them.
positive senior man in eyeglasses showing thumbs up and looking at camera

In Summary

Ultimately, the best greeting card service for financial advisors will depend on their specific needs and budget. By considering the cost, selection of cards, delivery process, level of personalization and customization, card quality, ease of use, customer service, and additional features and perks, financial advisors can choose the best greeting card service for their needs. With the right greeting card service, financial advisors can stay connected with their clients and build strong relationships, ultimately helping to grow their business. 

If you are in the market for a greeting card service, we are confident your search will be over when you give The Birthday Company a shot.  We are a greeting card service that reflects the professional image of your financial advisory business. Our service offers high-quality, professional-looking cards that can be easily tailored for the financial industry. We are a card service that is easy to use and that will fit seamlessly into your workflow.


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