There is no better way to keep your financial advice firm in the eyes of your clients than sending them a personalised Christmas card, branded with your company logo and signed off by their financial adviser.
To make things simple, we have created high-quality Christmas cards which are branded with your company logo and personalised to your clients.
We can then send these cards on your behalf, keeping your business top of mind when it comes time for your clients to manage their finances.
Christmas cards can be sent to clients of your choice. You might choose to send cards to your premium and gold service package clients, your highest revenue earners or even your entire database.
Submit your order and one of our print professionals will be in contact to discuss your requirements.
If you opt to have our team personalise your Christmas cards with client names and address details, you will need to ensure you have the necessary fields populated in your client profiles. Our team can merge any client information you have saved in Worksorted onto your cards – it’s completely up to you. The client fields we commonly use for Christmas cards are below. You can ensure your client data is ready for card merging by exporting your client list and checking that the necessary columns have been populated.