SourceLink Client Survey Finds Direct Mail Is Still the Top Marketing Channel

Some 45 percent of respondents have considered integrating marketing with transactional customer documents, and 40+ percent use color personalization in marketing communications or transactional documents.

Increasing regulation and a tough economy have caused many financial services firms to reevaluate onboarding strategies and improve retention efforts. Retention activities were ranked by 78 percent of SourceLink’s financial services clients as “very important” or “most important” in terms of marketing priorities. Additionally, 78 percent of financial services respondents leverage multichannel marketing and 40 percent of those consider it an integral part of their marketing strategy.