Christmas cards

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.

Step 1. Choose your design

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Step 2. Choose your card style

Style #1

  • Cards blank on the inside
  • printed with the design of your choice
  • Delivered to your office (envelopes not included)
  • 80c per card

Style #2

  • Cards that have content on both the outside and inside.
  • Cards of your choice with your branding requirements.
  • delivered to your office (envelopes not included).
  • $1.20 per card.

Style #3

  • Personalised cards, signed off from relevant advisers.
  • branded with your company details and unique message.
  • Cards are printed double-sided full colour.
  • $1.90 per card (+$1 delivery per card if delivered to your clients)

Step 3. Ensure your data is clean

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 Worksortd onto your cards – it’s completely up to you. The client fields we most 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.

 

  • First Name
  • Middle Name
  • Last Name
  • Preferred Name
  • Street Address
  • Postal Address
  • Mailing Label
  • Address To
  • Primary Adviser

IMPORTANT PRINTING INFORMATION

  • The envelopes are blank. They do not include your logo or return address.
  • Please carefully check the text, images and any other messaging on the proof design supplied by our team. Any re-print costs will be at your expense.
  • Card type 3 will incur a postage fee.
  • Prices are inclusive of GST.