Automated Greeting Card Mailing Service

for Financial Professionals

January 14, 2022

As a financial advisor, you know how important it is to touch base with your clients. You may already have some processes in place, like social media posts and email marketing campaigns. However, have you explored the idea of sending birthday cards to your clients?

In today’s modern and fast-paced world, people recognize the effort businesses put in when they reach out to their clients. Birthday cards are a personal and thoughtful touch that your clients will appreciate and will make you stand out.

As is the case with everything, there are multiple options with varying levels of success and effort. In this article, we’re going to explore 3 different ways to send a birthday card online, the effort required to send birthday cards to your clients, and the different results each method will bring.

ways to send birthday cards

Through email

One of the more common ways of recognizing birthdays these days is to send a birthday card online through an email birthday message. While the route of an email is a very convenient one, and even though you put some effort to send a virtual birthday card, you may find that your returns on that effort are not what you expect. Email often goes unnoticed due to spam filters and because of the large volume clients get every day. 

Automated birthday emails are also overused, and many people may not feel the personal touch that you want them to feel. There are many services that while high in the convenience factor, are low in the personal touch side of things. Your customers might be aware of those services and recognize that you opted for convenience and react accordingly.

Sending birthday wishes by email will not likely be worth your effort, as it might make you stand out, but not in the way you’re looking for. 

By yourself through snail mail

Physical cards are definitely a more personal option and your clients will feel appreciated. 

This option entails sending a birthday card yourself. You have to pick out a card from a store, get all of the signatures from your colleagues, write the message, and make sure you get all the information and names correct before mailing it.

Your client will definitely feel special, but the time and resources invested in this endeavor may not be worth it. 

This method will definitely have a positive impact on your relationship with your clients, increasing the chances of them using your services again. However, it requires you to be on the ball and send the card in time to reach the recipient on the right date. So unless you have the resources to invest in a whole new branch of your company, it won’t have a great return on your investment.

happy birthday card beside flower thread box and macaroons

The smart way to send birthday cards to your customers

Sending physical cards is definitely the most thoughtful way to send birthday wishes to your clients, even though doing it yourself is an unnecessary burden to place on your team during client birthdays or anniversaries. The unreliable email list is definitely a way to check a box, but it might not say what you want about your company and the importance you place on your clients.

Luckily, we have the perfect solution. It requires minimal effort on your end, but your clients will still receive a personalized card sent from you on their birthday or another special occasion. 

The Birthday Company is the best option if you want to send all of your clients personalized cards. The process is extremely simple:

Claim your free sample

You can get a free sample of The Birthday Card Company to test it out. You’re not committed to signing up for anything by claiming a sample, and you will get to see the high quality card and gift that we will send to your client. 

Set up your account

Setting up an account is simple, and you’re not tied to any contract or subscription.

Send your clients personalized birthday cards on time with minimal effort

Once you’ve created your account, you can input all of your clients’ birthdays, anniversaries, and any other special occasion you want to mark. The Birthday Card Company will have the birthday card mailed for you to your clients with your and your colleagues’ signatures — you can’t tell the difference between the digitized version and the real thing. 

You can also put your company logo return address on the card. This will make your financial advice services stand out and increase the chances of your clients using your services over your competitors, therefore, giving you a high return on investment. 

With the Birthday Company’s service you will have the ease of the email list and also the special feeling that a physical gift brings. The gifts are extremely good quality, which will reinforce how you feel about your clients.

Final thoughts

Sending birthday cards is a great way to touch base with your clients and keep your company on their radar for their upcoming financial servicing needs. Your clients will feel appreciated and will be more likely to come to you when they require your services. 

The three common ways to send birthday cards to your clients are through email, by yourself through snail mail, and to use a service that specializes in birthday cards mailed for you. The Birthday Company is the perfect solution to send your clients personalized birthday cards through the mail without you having to remember any dates or do anything extra.



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