SUCCESS STORIES

Investment brand unlocks high-quality leads with integrated direct response

Investments & Wealth

Alternative investment brand finds growth breakthrough with precision-targeted mailer and Surround™

An alternative investment brand had long relied on digital and email marketing to drive growth. While initially successful, these channels were beginning to show signs of fatigue, delivering fewer high-quality leads over time. To break through the plateau, the brand sought a high-performing channel to extend their reach. The launch campaign featured a 50,000-piece self-mailer, strategically crafted to engage the brand’s ideal audience. FM Direct developed three custom data models to ensure precision targeting, each aligned with key customer profiles. Amplifying the campaign’s impact, FM Direct layered in Surround™, which delivered nearly 500,000 digital impressions during mail’s in-home window. Achieving a CPL of less than $140, this campaign demonstrated the power of multichannel strategy and unlocked a powerful new source of quality lead generation.

The Problem

Digital and email channels declined in effectiveness, driving the need for a new high-performing acquisition strategy.

The Solution

FM Direct executed a 50k-piece self-mailer using three custom models and nearly 500k digital impressions via Surround.

The Outcome

Achieved a $140 CPL and ~1% lead rate, confirming multichannel success and future scalability.

Investments & Wealth

Our Impact

1

Cost Per Lead

The campaign achieved a cost per lead of $136

0

Lead Rate

Franklin Madison Direct’s strategy drove a lead rate of ~1%

100

Digital Impressions

Surround delivered over 500,000 digital impressions

When inboxes are overcrowded, the mailbox becomes premium real estate—and when synchronized with digital, direct mail can generate higher-quality leads at scale.

ryan wilder,
sr. marketing strategist, franklin madison direct

Integrated direct mail & digital marketing

FM Direct’s integrated marketing approach combines data-driven direct mail with precise digital activation to maximize engagement and ROI. Using Surround™, we ensure that prospects receive timely, coordinated messaging across multiple touchpoints—including direct mail, display ads, social media, and email.

By aligning online and offline efforts, we help brands break through clutter and reach high-intent customers when it matters most.

Scale customer growth fast

Success Stories

Explore our success stories to see how FM Direct drives growth with highly targeted direct mail strategies.

Woman wearing a headset on a video call.

Fresh personalization approach untaps new growth opportunity

When digital advertising and podcast conversions stalled, an investment platform turned to offline marketing. FM Direct created 20 unique data models and an engaging letter package, launching with 120k modeled records and 50k leads. The initial campaign achieved a CPA 83% below target, leading the client to expand future campaigns and increase mail volume sevenfold.
Read MoreFresh personalization approach untaps new growth opportunity
Key in a lock with a house keychain.

Modeling drives 50% AOV lift for home warranty brand

An established brand in the home warranty space had already experienced success with direct mail and wanted to elevate its mature program to new levels of growth. To continue to scale those wins, Franklin Madison Direct concentrated on routine data and format testing. A review of data suppression strategies identified 15% more records from the brand’s strongest prospect sources.
Read MoreModeling drives 50% AOV lift for home warranty brand

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