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For Financial Services Brands

Custom, omni-channel, & hyper-targeted offers delivered at the right moment.

Financial Services Blog Post

How Financial Services Can Enhance Direct Mail Marketing Marketers in the financial services industry are no strangers to using direct mail. But what if there’s a different approach that could improve ROI by 3X? By turning the marketing acquisition funnel on its head and starting with online behavior to inform what mail offer to send to a specific user, RevTrax can enable significant share gains for financial services marketers tasked with acquiring new customers.
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Just by reading this, you're already making a great decision for your marketing stack.

RevTrax was conceived over 10 years ago with one simple goal: Help marketers convert more customers by making smarter promotions easier. We do this by focusing on delivering the “right offer to the right person at the right time.” Our PromoTech platform plugs into your existing technology stack and marketing channels. And whether it's online lead generation or direct mail, our entire approach is designed with customer privacy in mind.

We approach your challenges like they are our own and the same is true of your customers. So let's step inside your customer's shoes for a moment. They are considering applying for a new credit card. They want something with a decent rewards system and no annual fee. They visit several different websites and speak to their friends to get an understanding of their options. A few days go by, and they see something in their mailbox. It's a postcard from one of the credit card companies they considered. They remember liking the points system but being turned off by the annual fee. But what's this? The postcard has an offer for no annual fee for the first 2 years. It's exactly what they need. And just like that, they are ready to go.

Today, the experience is rarely this seamless. Whether you’re a credit card company, insurance provider, retail bank, or alternative lending outfit, most financial services institutions rely on casting a wide net to acquire customers with online and offline tactics. But bombarding your target with indiscriminate ads around the internet doesn’t create the best customer experience. And direct mail pieces sent to homes based on rented list criteria without any intent is destined to be tossed in the garbage. After all, there’s a reason it's called “junk mail.” It doesn't have to be this way. There are solutions that can be much more customized and precise with your offers, which in turn allow you to acquire the right customers. That’s where we can help.

The key is engaging customers at the exact moment they are planning to apply for a credit card or a loan for a new home. And while some people might make the occasional spontaneous decision, most people are very methodical, especially when it comes to things like new credit cards and loans.

RevTrax provides integrated offer solutions, that leverage the moments your customers are expected to be the most receptive and engaged, whether that’s through digital marketing channels or offline marketing channels you’re already using. Revtrax also enables an omnichannel marketing approach that identifies and optimizes the best avenue to deliver value to your customers. Follow them with offline retargeting, sending targeted mailers with relevant promotions to the content they were viewing. Serve dynamic offer content in your emails, display ads, or SEM efforts to ensure a consistent user experience with your brand. We tie all the channels together, leveraging your CRM or first-party data, to ensure the right offer gets to the right person each time, wherever they show up. 

Greater Results

Marketing campaigns with intelligent offers deliver results.

Learn More About Offline Retargeting
37% of FSI Marketers say targeting & personalization are top priorities.
According to Industry Research by Adobe


Higher conversion rates


More cross-selling


Customer reactivation


Customer growth


Increased customer loyalty

Dynamic Email Offers. Smarter, personalized offers at the moment of open.

When your emails include relevant offers, conversions go up. Email promotion is a solid investment for marketers in the financial services industry — but targeted emails usually come with a price: complicated list segmentation, managing multiple campaigns, and pricy CRM integrations. How do you know what’s the right offer to include?

With RevTrax dynamic email offers, simply drop a line of code into your current email templates - newsletters, site abandonment, purchase confirmation, itineraries, etc - and deliver the right offer to the right person — at the moment of open. These personalized targeted promotions load instantly and are fully trackable.

RevTrax core technology combined with data science delivers a relevant offer based on a previous purchase behavior, DMP audience segments, and other factors. This lets marketers create a strong one-to-one marketing experience without the fuss of manual segmentation.

Offline Retargeting. Increase Conversion without Sacrificing Customer Privacy.

What if brands could combine the high conversions of digital retargeting with the high-impact nature of direct mail - conveying the brand experience you want your customer to feel - and track the results? RevTrax Offline Retargeting makes it possible, combining cutting edge data science, personalization and promotion technology.

Similar to digital ad retargeting, anonymous site visitors (and abandoners) receive hyper-targeted promotional content delivered to their mailbox. Unlike traditional direct-mail, which is often targeted based on list rental demographics, the RevTrax Offline Retargeting solution is only delivered to potential customers that have shown high intent by visiting your website and researching options.

Combining data science and behavioral insights, RevTrax helps marketers identify where the customer is in their buying cycle, and personalize the right content at the right time. Leveraging data science can also help determine where in the decision-making process the customer is when they visit your website. So you'll be able to determine whether one customer prefers a lower annual fee vs. a more robust points system.

Designed from the ground up to ensure privacy & data security, RevTrax and its clients never receive the customer’s Personally Identifiable Information. Anonymous matching is handled by a leading data partner, and only the mail fulfillment partner handles address information, which is not retained after each mailing. The customer remains anonymous until they choose to identify themselves via registration.

Whether it’s a simple but effective postcard, a pre-approved credit card, or a more robust loan offer, RevTrax Smart Offer technology creates personalized content and dynamic offer codes which close the loop at redemption. Diversify your digital mix, by going offline.

Grow Valuable First-Party Data

Most digital offers are distributed through third parties that rarely share any meaningful data back with the marketers. With the lack of data transparency, brands are giving up unnecessary control over their customer engagement data.  

RevTrax ensures that you have new types of powerful purchase-intent data to enhance your data modeling, attribution, and targeting efforts. Our platform leverages machine-learning and behavioral economics to tailor your brand’s promotional campaigns - delivering the right offer, to the right customer, at the right time. And all of that valuable first-party data integrates into your DMP, CRM, or Marketing Cloud. That’s the data benefit of leveraging RevTrax within your marketing stack.

RevTrax Solutions for Financial Services

Smart Offer Solutions
  • Mobile Wallet/Passes
  • Single-Use Offer Codes
  • Single-Use Barcodes
  • Print-At-Home
  • Print & Mail
  • Savings Cards
  • Direct Mail
Channel Solutions
  • Email & SMS
  • Search PPC
  • Affiliate
  • Display Ads
  • Website/Content Portals
  • Social Media
  • Customer Service
Data Science Solutions
  • Online-to-Offline Attribution
  • AI-Driven Personalization
  • Machine Learning
  • Offer-Value Testing
  • Campaign ROI Predictive Analytics
  • Multi-Variate Creative Testing
  • Custom Analytics