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

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Volume Increase

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

20

CPA Acheived

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

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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, SeQuel Response”

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

FM Direct allows investment firms to reach high-net-worth clients. Explore our success stories to find out how.

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