Use Case

Financial Services

Financial services companies, such as banks and brokerages, use Thankster to create real thank you cards and personalized notes with simulated, authentic-looking handwriting. These can be automated campaigns or one-off projects. Either can save a lot of time and money, and help ensure that clients receive a timely and thoughtful thank you or other high touch correspondence.

Some benefits of using Thankster for financial services professionals


Increasing client retention

Sending thank you notes is an effective way to improve client retention in the financial services industry. By expressing personalized, high touch gratitude and maintaining regular communication, financial services companies can reinforce their commitment to client satisfaction.


Building client relationships

Financial services companies rely on building strong relationships with their clients based on trust and personalized attention. Thank you notes provide an opportunity to express gratitude and show clients that their business is valued.


Strengthen Professional Relationships

Brokers and other financial industry professionals often work others in their industry. Sending thank you notes to these individuals can help foster stronger professional relationships. Recognizing their contributions and expressing gratitude for their assistance or collaboration builds goodwill, which is invaluable.


Referral generation

Happy and satisfied clients are more likely to refer others to their financial services provider. It also helps to create a network of supportive contacts within the industry, which can be beneficial for referrals and collaboration opportunities.


Enhancing customer satisfaction

Financial services companies strive to provide excellent customer service and to exceed client expectations. Thank you notes contribute to this by adding a personal touch. They show that the company values their business and goes the extra mile for them.


Differentiate from Competitors

In a highly competitive industry like financial services, finding ways to stand out from the competition is crucial. Going the extra mile and sending handwritten notes demonstrates a higher level of care and attention, setting you apart from competitors who may not prioritize such gestures.


Mass personalization

Thankster give you the ability to send a large amount of cards at once, or over time via drip or other campaigns, yet still personalize via merge fields and other techniques and tools.


Inspire loyalty

When clients receive a thank you note, they're more likely to be inspired to stay loyal to your company.


Save time, send more

Thankster can help financial services companies automate the mailing of personalized, handwritten thank you cards, which saves time and money. Spend the saved time and money on other initiatives, or send more in a virtuous cycle.

Some examples of how Thankster can help financial services companies

  • Celebrating milestones: Financial services companies can use Thankster to send personalized thank you notes to clients on special occasions, such as the anniversary of their account opening or their birthday, to show that the company values and acknowledges each client’s support
  • A financial advisor can send a thank you note to a client who has just opened a new account, or any time during the onboarding process. This helps make new clients feel welcomed and appreciated, setting a positive tone from the beginning of the relationship.
  • A bank can send a thank you note to a customer who has just made a large deposit or other transaction, or after they’ve made an appointment.
  • Use Thankster to send personalized, handwritten thank you cards to clients after a meeting or consultation.
  • Use Thankster to send thank you notes to clients who have referred new business to your financial services company, and mention the specific referral in the note.
  • Demonstrate value: Thank you notes can be a great way to show clients how your company is adding value to their lives. You can include information about the specific benefits that your client has received in the thank you note, such as how much money or time they have saved.
  • Integration with CRM systems: Thankster can often integrate with financial services companies’ Customer Relationship Management (CRM) systems, allowing for many ways to automatically trigger orders using existing processes and data.

Automating with Thankster for the Financial Services Industry

By automating their thank you card sending with Thankster, financial industry professionals can easily create personalized cards for each client while saving time and money. This is an effective way to show appreciation in a timely manner without having to manually send cards one by one. With Thankster’s solutions, they’ll be personalized and include handwriting just as if they’d been done by hand.

And automation ensures that no customer or lead misses out on receiving a thank you card due to human error or neglect. This helps in maintaining consistency in communication with customers by ensuring that everyone receives a thank you card within a particular time frame. Our software is optimized to authentically produce human handwriting (for example, by varying instances of each character), allowing our cards and notes to look and feel like they were written by hand. And we use high quality card stock.

We have bulk and plan pricing options which are extremely affordable, especially relative to doing writing by hand.