Birthday Retention Mail Program
Monday, I wrote about a purchase anniversary email sent by a car dealership. I recommended financial organizations consider using a similar retention email or mail program.
Now I have an example of just such a program.

This image shows the outer panel of the member birthday card self-mailer sent by Liberty First Credit Union. It’s not a plain-jane card either. What appears to be a stylized ribbon across the front are narrow flaps that separate left and right so you can open a vertical three-panel cardstock mailer.
The message inside: “As you celebrate this special day, we celebrate you as a valued customer with gifts!”
Birthday greetings get noticed, but the credit union doesn’t stop there.

This is an image of the cardstock insert nested inside the card. Stopping at a branch with this card, the member is entitled to a free bag of gourmet popcorn. Nice birthday present.
There are a couple of $25 cash bonuses for opening new accounts, too.
You might be surprised by the attention a retention mail program generates. ACTON Marketing has recommended personalized programs like these to our clients for years.
Now that you’ve seen examples from earlier in the week and again today, you should consider what type of retention program you can install to help keep people loyal to your credit union or bank.
Remember the old adage. It’s easier and cheaper to keep a customer than to recruit a new one.
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Here’s the link to Monday’s post, Anniversary & Event Retention Marketing.
I have another recent example of a special customer mailing from a bank: Keep in Touch — In Memorable Ways.

