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2025 Direct Mail Guide: Financial & Insurance Marketers Edition

In an industry that depends on trust, direct mail provides a unique benefit that digital channels cannot offer: a personal, tangible, and impactful way to engage with customers, resulting in measurable business outcomes. The 2025 Direct Mail Guide: Financial & Insurance Marketers Edition includes insights from 90 financial services marketers, illustrating how direct mail is gaining traction and becoming a crucial part of successful omnichannel strategies.

10

saw improved direct mail performance

10

confirmed that combining direct mail with digital improves campaign results

10

increased their direct mail budgets in the past year

10

have a landing page tied directly to their mail campaign

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See how financial marketers are:

  • Driving higher returns through omnichannel integration
  • Optimizing targeting with CRM and first-party data
  • Testing creative and offers to improve ROI
  • Investing confidently with measurable attribution
  • Leveraging mail to build trust and long-term value

HIGHLIGHTS

Unlocking Performance, Personalization
& Profitability in a Digital-First Era

Discover why marketers in the financial, insurance, and investment sectors are increasing their focus on direct mail. Get your FREE guide now.

Direct Mail Surges Past Digital

Direct mail led year-over-year performance gains in financial services, with 72% of marketers reporting improved results and outpacing email, paid search, and social media.

Mail Investment Signals Confidence

Direct mail is seeing strong and sustained budget growth in financial services, driven by its performance in acquisition, reactivation, and upsell strategies.

Integration Drives Results

Integrated direct mail enhances the full-funnel marketing journey, with 97.7% of insurance, financial, and investment marketers reporting improved campaign performance when paired with digital channels.

KEY TAKEAWAY

The numbers don’t lie: direct mail is effective, trackable, and works well with your digital programs. As the marketing world becomes more fragmented and privacy-focused, mail
provides a direct, data-safe, brand-rich way to reach your most valuable audiences.

BREAK THROUGH THE NOISE

Launch your next campaign with confidence

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