SUCCESS STORIES

Surround™ strategy proves the value of integration

Investments & Wealth

Multi-channel marketing lifts conversions and drives 2,000+ unique leads for investment brand

Having experienced success with direct mail as a standalone channel, a personal investment brand was looking for proof that an integrated campaign would lift performance and generate more qualified leads. Franklin Madison Direct set up a testing environment to demonstrate the advantages of operating a combined direct mail and digital campaign over direct mail alone. The brand began their journey with Surround, employing a strategic sequence of timely digital touches based on the corresponding direct mail drop. Compared to a holdout audience of prospects that only received direct mail, FM Direct’s multi-channel digital and direct mail strategy delivered an exceptional lift in campaign performance and outperformed the control group.

The Problem

An investment brand sought proof that adding digital to direct mail would improve lead generation and overall performance.

The Solution

Surround integrated timely digital ads with direct mail, creating a multi-touch strategy that maximized audience engagement.

The Outcome

The integrated campaign lifted conversion rates by 85% and generated 2,000+ unique leads and 11,500+ conversions.

Investments & Wealth

Our Impact

Conversion Rate Increase

Surround drove an 85% lift in conversions compared to direct mail alone.

Unique Leads

The campaign generated over 2,000 unique leads, exceeding expectations.

Secondary Conversions

Integrated digital and mail efforts resulted in 11,500+ additional engagements from prospects.

In today’s fragmented media environment, brands need prospecting strategies that focus multi-channel impressions, including print, on consumers most likely to convert. Surround is a proven media strategy that does just that.

Jake Bawolek,
digital media manager, franklin madison direct

Integrated direct mail & digital marketing

FM Direct’s integrated marketing approach combines data-driven direct mail with precise digital activation to maximize engagement and ROI. Using Surround™, we ensure that prospects receive timely, coordinated messaging across multiple touchpoints—including direct mail, display ads, social media, and email.

By aligning online and offline efforts, we help brands break through clutter and reach high-intent customers when it matters most.

Scale customer growth fast

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.

BREAK THROUGH THE NOISE

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