SUCCESS STORIES

New direct mail approach builds robust pipeline

Investment & Wealth

Strategic testing and data-driven targeting doubled qualified leads

A wealth management brand aimed to expand its client base using direct mail. FMD identified and segmented high-value prospects to personalize the brand’s offer accordingly. With a dual-audience strategy and tailored creative designed to maximize engagement and efficiency, FMD delivered significant lead rate improvements and down funnel conversion metrics. These leads proved to be significantly higher in value than previous campaigns run by the client, with an average portfolio value increase of $250k YoY. Creative and format tests consistently outperformed prior controls, driving a 106% lift in qualified leads, a 273% increase in average lead value from prospects, and an 82% drop in cost of acquisition.

The Problem

With performance goals rising but budgets holding steady, the brand needed a scalable, response-driven solution.

The Solution

Using tailored creative formats designed to maximize engagement and efficiency, FMD mailed to CRM and prospect segments.

The Outcome

Tests drove a 106% lift in qualified leads, a 273% increase in average lead value from prospects, and an 82% drop in cost per $1M in new business.

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Investment & Wealth

Our Impact

10

Lift

Number of qualified leads increased 106%

20

Increase

Average lead value from prospects rose 273%

0

Lower

Cost to acquire leads dropped 82%

This approach helped the client achieve a record year in their new customer acquisition program. The combination of thoughtful creative, offer, and targeted segmentation were key drivers to this success.

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.

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Fresh personalization approach untaps new growth opportunity

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.
Read MoreFresh personalization approach untaps new growth opportunity

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