SUCCESS STORIES

Aligned video, CTV|OTT and mail strategy increases sales rates

Financial Services

Financial services brand boosted sales with integrated direct mail & video strategy

A leading financial services brand was looking to integrate previously siloed online and offline strategies to create a coordinated, targeted, and profitable program. The brand was struggling to reach relevant prospects with their existing standalone digital campaigns due to the limited data variables available during audience selection. Since direct mail had already proven itself as an effective channel for the brand, FM Direct activated the prospect mailing models online to serve the digital audience targeted, simultaneous pre-roll video and CTV|OTT advertisements. Initiating Surround™ allowed the brand to use video segments to maximize audience reach and increase campaign effectiveness. The matchback process identified sales that were otherwise invisible in standard digital reporting, uncovering attributable performance and profitability from the integrated direct mail and video campaigns.

The Problem

The brand’s standalone digital campaigns struggled to reach relevant prospects due to limited data variables in audience selection.

The Solution

Surround integrated direct mail models with digital video ads, leveraging CTV|OTT and pre-roll video for targeted, synchronized outreach.

The Outcome

The campaign increased sales rates by 23%, lowered CPA by 12%, and boosted revenue by 36%.

People typing on a laptop and looking at charts.

Financial Services

Our Impact

Sales Rate Lift

Sales rates increased by 23% with the integrated direct mail and video strategy.

Lower CPA

The campaign reduced the cost per acquisition by 12%.

More Revenue

The integrated strategy drove a 36% increase in revenue.

In today’s noisy media environment, impacting consumer behavior requires amplification and synchronization of brand impressions and messages. Surround delivers that across offline and online channels in a measurable way.

Jake Bawolek,
digital media manager, 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.

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.

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