A financial services firm in Surrey aimed to boost attendance at their upcoming seminar on retirement planning and investment strategies. To achieve this, they partnered with Selectabase to execute a direct mail campaign targeting individuals who met specific demographic criteria.
🛠 The Solution
Selectabase provided a tailored mailing list using Experian’s Prospect Download service, focusing on:
- Age Range: Individuals aged 50–70.
- Geographic Proximity: Residents within a specified radius of the firm’s postcode.
- Lifestyle Segmentation: Utilising Experian’s Mosaic segmentation to identify individuals likely to be interested in financial planning services.
Once the list was compiled, Selectabase managed the entire direct mail process, from printing personalised invitations to handling the postal distribution, ensuring a seamless campaign execution.
📊 The Results
The campaign led to an 80% occupancy rate at the seminar, surpassing the firm’s expectations. Attendees were highly engaged, leading to meaningful conversations and potential new clients. The firm’s brand visibility in the local community was also enhanced, positioning them as a trusted advisor in financial planning.
💬 Client Testimonial
“Partnering with Selectabase was a game-changer for our seminar outreach. Their targeted approach ensured we reached the right audience, resulting in a highly successful event. We look forward to collaborating on future campaigns.”
– Marketing Director, Surrey Financial Advisory Firm
🚀 Ready to Elevate Your Seminar Attendance?
Discover how Selectabase can help your financial services firm connect with the right audience through targeted direct marketing solutions.
📞 Call us on 01304 383838 or visit our website to learn more.
