SUCCESS STORIES

FMD drives 50% cost savings without sacrificing lead quality

financial services

FMD optimized targeting and format, driving more qualified leads while significantly reducing direct mail costs

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

Franklin Madison Direct evaluated campaign performance to identify the prospect lists, formats, and offers that generated the highest number of qualified leads. Using these insights, the team rebuilt prospect models, increased frequency
on top-performing lists, and refined the strategy to prioritize $1M+ audiences. This included redesigning creative into more cost-efficient formats, allowing the campaign to maintain strong performance while reducing overall spend.

By transitioning to a lower-cost mailer that delivered 3x the amount of qualified leads at about half the cost, FMD improved efficiency and helped the client scale high-value customer acquisition more effectively.

The Problem

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

The Solution

FMD rebuilt prospect models, prioritized $1M+ audiences, and introduced more efficient direct mail formats.

The Outcome

Qualified leads tripled year-over-year while direct mail costs were reduced significantly.

financial services

Our Impact

cost reduction

Optimized format resulted in a 50% reduction in CPM

increase

Delivered a CPA that was 25% more efficient than the original performance goal.

lift

15% lift in mail volume and marketing spend

This is a great example of how the right strategy can balance performance and efficiency. We helped the client maintain strong lead results while significantly reducing costs, proving that smarter planning can drive both growth and savings.

Angelo Licursi, Sr. Account Director, 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.

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