SUCCESS STORIES

Alternative investment brand scales rapidly after direct mail channel launch

Investment & Wealth

Direct mail strategy revitalized investor growth, lowering CPA and boosting conversions.

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. Strategic testing continued delivering affordable CPAs and high-performing creative packages, establishing direct mail as a powerful new channel for investor growth.

The Problem

Digital advertising and podcast conversions became ineffective, prompting the brand to seek new ways to grow its investor base.

The Solution

FM Direct developed 20 unique data models and an engaging letter package, launching with 120k records and 50k leads.

The Outcome

80% of data models met goals, prompting expanded campaigns and continued strategic testing.

Investment & Wealth

Our Impact

Volume Increase

Mail volume experienced a sevenfold increase following the direct mail launch.

CPA Acheived

Cost Per Acquisition goals were met or exceeded by 80% of data models.

Sales Rate Lift

The prospect sales rate witnessed a 10% increase following implementation.

As their campaign evolved, we collaborated closely with the client to roll out new data sources and creative packages. Despite being new to the channel, the confidence and cooperation that drove this alliance propelled the ambition to scale.

Ryan Wilder
SR. MARKETING STRATEGIST, franklin madison direct

Precision targeting with advanced modeling

Franklin Madison Direct leverages proprietary modeling solutions to pinpoint high-value prospects and optimize direct mail performance. By analyzing transactional, demographic, and behavioral data, we build predictive models that identify audiences most likely to convert.

Our data-driven approach ensures brands reach the right prospects at the right time, improving response rates and lowering acquisition costs. Whether testing new segments or refining existing lists, FM Direct’s modeling expertise delivers more efficient and scalable direct mail programs.

Find your best prospects

Success Stories

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

A person uses a calculator while holding a paper with charts, with sunlight streaming in and documents spread on the desk.

Data Modeling, Financial Services

FMD drives 50% cost savings without sacrificing lead quality

A wealth management firm needed to drive continued growth while prioritizing higher-value prospects and reducing direct mail costs.

People looking at charts and using a calculator.

Data Modeling, Financial Services

Mid-size bank exceeds acquisition and CPA goals

A mid-size bank wanted to accelerate checking and deposit growth in a newer, low-awareness market. Previous efforts had struggled to gain traction, and leadership needed a partner who could find the right audiences, prove the channel could scale, and deliver measurable growth with a competitive CPA.

Data Modeling, Financial Services

Advanced modeling increased high-net-worth engagement

A large financial services brand experienced declining direct mail performance under a previous agency, particularly when targeting affluent households with investable assets exceeding $1 million. They needed a data-driven partner to revive the channel and prove incremental growth with a notoriously hard-to-reach audience.

BREAK THROUGH THE NOISE

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