FINANCIAL SERVICES
Agency-Driven Strategy Boosts Response
A personal loan brand partnered with Franklin Madison Direct to refine its direct mail targeting. By introducing new data segments and optimizing creative strategies, FM Direct increased response rates by 35% and funded over 70% of high-debt enrollments. This data-driven approach empowered the brand to make smarter decisions and drive consistent growth in future campaigns.
Our Partnership in Action
We understand that the only true measure of a successful campaign is how much it helps grow your bottom line. Franklin Madison Direct’s custom strategies, proven testing approach, and proprietary analytics ensure every test contributes to your long-term growth.
Whether you’re looking for a direct mail case study or proof of our digital marketing skill set, we’ve got a packed portfolio for you to explore. Read our case studies below to see how we’ve exceeded growth expectations for our clients. You can filter by category or tag to refine your search.
AllBudget OptimizationConsumer/RetailData ModelingDigital MarketingDirect Mail TestingFinancial ServicesHome ServicesInsurance ServicesIntegrated MarketingInvestments & WealthOtherSubscription 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.
Read MoreFMD drives 50% cost savings without sacrificing lead quality
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.
Read MoreMid-size bank exceeds acquisition and CPA goals
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.
Read MoreAdvanced modeling increased high-net-worth engagement
New direct mail approach builds robust pipeline
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.
Read MoreNew direct mail approach builds robust pipeline
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
Direct mail proves profitable for lawn care subscription service
A subscription-based lawn care brand relied heavily on digital marketing but lacked a scalable, cost-efficient offline acquisition channel.
Read MoreDirect mail proves profitable for lawn care subscription service
Modeling drives 50% AOV lift for home warranty brand
An established brand in the home warranty space had already experienced success with direct mail and wanted to elevate its mature program to new levels of growth. To continue to scale those wins, Franklin Madison Direct concentrated on routine data and format testing. A review of data suppression strategies identified 15% more records from the brand’s strongest prospect sources.
Read MoreModeling drives 50% AOV lift for home warranty brandInvestment brand unlocks high-quality leads with integrated direct response
After a successful launch into the mail channel, this meal delivery service was eager to maximize direct mail’s potential as a high-performing marketing channel. Franklin Madison Direct recommended merging the strengths of direct mail and digital advertising by reaching direct mail recipients through digital impressions before and during the mail delivery process via Surround™.
Read MoreInvestment brand unlocks high-quality leads with integrated direct response
Online retailer taps direct mail to drive incremental sales
A newly launched online retailer needed an effective way to increase sales but lacked a critical growth channel: direct mail. Having previously partnered with the client’s leadership team, Franklin Madison Direct was a trusted choice to develop and execute a data-driven direct mail strategy.
Read MoreOnline retailer taps direct mail to drive incremental sales
Retargeting campaign multiplies customer LTV
This specialty insurer wanted to optimize a generic retention program that was targeting past customers on a one-size-fits all basis. Franklin Madison Direct launched a CRM strategy that segmented past customers based on customer RFM (recency, frequency, monetary) data.
Read MoreRetargeting campaign multiplies customer LTV
University optimizes paid search and digital channels to build awareness
A fully-accredited nonprofit teaching and research institution was looking to boost its enrollments, but its existing digital marketing agency was struggling to cost-effectively fill its enrollment pipeline with the necessary volume of prospective students.
Read MoreUniversity optimizes paid search and digital channels to build awarenessTargeted Facebook campaign reaches direct mail prospects for credit score optimization service
After shattering performance expectations in the direct mail test launch, Franklin Madison Direct wanted to measure the relative performance lift that an integrated online strategy would provide for this credit score optimization service.
Read MoreTargeted Facebook campaign reaches direct mail prospects for credit score optimization service