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.

Investment & Wealth

Our Impact

Lift

Number of qualified leads increased 106%

Increase

Average lead value from prospects rose 273%

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.

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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