financial services direct mail & transactional mailing solutions
Secure, compliant, and precisely targeted – direct mail for financial institutions that need to get it right, every time.
get a quick quote
Our friendly team would love to hear from you.
Join 600+ companies using our services
your trusted partner for all financial correspondence
Financial services organisations typically need us for one of the two reasons – and we’re equally strong in both.
direct mail campaigns
Targeted direct mail marketing campaigns designed to acquire new customers, cross-sell products, and re-engage lapsed clients. We manage your campaign from data to doorstep.
- New customer acquisition campaigns for financial advisors, insurers, and lenders
- Product launches and promotional direct mail pieces
- Seasonal campaign mailers for ISA, pension, and mortgage products
- Event invitations for wealth management and financial advisory firms
- Retention campaigns and loyalty communications
transactional & compliance mail
High-volume, high-stakes communications that must arrive on time and meet regulatory requirements – with no room for error.
- Annual statements, pension updates, investment summaries
- Regulatory notices and FCA-required disclosures
- Account updates, changes to terms and conditions
- Shareholder dividend letters and AGM packs
automation & integration services
For financial services firms managing high-frequency, time-sensitive communications – statement runs, account notifications, regulatory triggers – manual processing introduces delay and risk you cannot afford. bakergoodchild connects directly with your core banking system, CRM, or internal platform via API, triggering compliant financial mail automatically the moment it’s needed. No manual file handling, no processing lag, no room for human error between your system and the letterbox.
- API integration with core banking systems, CRMs, and financial platforms
- Triggered statement and account notification runs
- Automated regulatory and compliance mailings at defined intervals
- Real-time integration for time-critical financial communications
- Scheduled campaign triggers aligned to product calendars (ISA season, pension deadlines)
financial data cleansing & management
bakergoodchild runs rigorous data cleansing on every client list we process, including deceased suppression against national mortality databases, gone-away checks, and full address validation. Our GDPR-compliant data platform, DataXchange, provides a secure, auditable environment for submitting and managing your client data – accessible via SFTP or API, with a full processing trail that supports your compliance obligations.
- Deceased suppression against national mortality databases
- Gone-away and returned mail suppression
- Address validation via Royal Mail PAF checking
- Deduplication to remove duplicate client records
- MPS and opted-out suppression management
- Secure data submission via DataXchange, SFTP, or API
- Full data audit trail for FCA and GDPR compliance purposes
postage & carrier optimisation
Financial services organisations send significant volumes of regulated and campaign mail – and most are paying more than they need to on postage. Our CRiSP carrier optimisation tool selects the most cost-effective postage route across our carrier network for every job, balancing delivery timescale against cost.
Organisations switching their financial mailing to us regularly save up to 40% on postage costs – a meaningful recovery on high-volume statement runs and large campaign sends alike.
print services
From single-page regulatory notices to multi-insert AGM packs and campaign mailers, we produce everything in-house – mono and full colour, at scale, with no minimum order quantity. Variable data printing ensures every piece carries the correct account information, personalised product details, or compliant disclosure text for its individual recipient – straight from your data file at up to 1.2 million pages per day.
financial mail we handle every day
- Statements & account updates
- Pension & wealth management statements
- Regulatory & compliance notices
- Mortgage & loan correspondence
- Shareholder & dividend communications
- Time-sensitive campaign mailings
- Secure document enclosing & documentation
- AGM packs with inserts & BREs
- Direct marketing to new customers
- Campaign performance reporting
- Event invitations & seminar mailers
- Financial advisor client communications
- Tailored messaging to segmented mailing lists
- Brand recognition mailers for financial institutions
how we manage your financial mailing: from brief to letterbox
Financial services direct mail is not just about getting envelopes out to the door. It’s about accuracy, security, timing, and compliance.
Here’s how a typical project works with us:
make an enquiry
Tell us your objectives, volumes, and timelines. Send your data via our secure portal, where we run cleansing, deduplication, and suppression checks to keep it accurate and GDPR-compliant.
print and despatch
Variable data printing ensures every piece carries the right message for the right recipient, while postage is optimised through Royal Mail Mailmark and other schemes to cut costs without delaying delivery.
mail delivered and measured
Your mail arrives on time, every time – backed by full campaign reporting including volumes, delivery confirmation, and returns, so you can measure the impact of every mailing.
real results for financial services
Maximising the efficiency of a global financial organisation’s CRM through APIs and real-time communications
A global financial organisation wanted to get more from HubSpot, sending three timed, traceable communications to prospects at key stages of the sales process. bakergoodchild developed a bespoke set of APIs that collected flagged recipient data from their CRM in real time and fed it straight into our daily print workflow.
Using our RightTrack system, each pack was scanned on despatch and delivery by Royal Mail, with the prospect’s CRM record updated automatically at every stage – giving the client services team complete visibility. The result: higher conversion rates, more instructions generated, and a solution now rolled out to users globally.
why bakergoodchild?
Financial services mail carries higher stakes – regulatory deadlines, sensitive client data, and zero room for error.
Here’s why over 600 businesses, including some of the UK’s leading financial organisations, trust us with theirs.
experience
Established in 1995, we’ve spent 30 years managing sensitive, compliance-driven communications for financial services organisations. Our processes were built around regulatory accuracy and data security from the start – not a recent pivot.
service
A named account manager, not a helpdesk. Someone who knows your mailing schedule, data formats, and compliance requirements – built to work around regulatory deadlines and product calendars.
security
ISO 27001, ISO 9001, and Cyber Essentials Plus – independently certified, not self-assessed. Your client data stays in a controlled UK environment throughout, with a full processing audit trail.
scale & savings
Our Birmingham facility runs at up to 1.2 million pages per day, so we scale from targeted IFA mailings to national statement runs without the lead times – with postage savings of up to 40%.
financial institutions we work with
secure, reliable & professional mailing solutions
get a quick quote
Our friendly team would love to hear from you.
why direct mail works for financial services
In an industry where trust is everything, the medium you choose sends a message on its own. Direct mail carries a literal and figurative weight that a digital notification simply cannot replicate.
of consumers are more concerned about seeing their personal information in a digital ad than in a direct mail piece
%
of consumers view brands that send mail as more credible than those that don’t
of financial institutions report direct mail delivers the most ROI among all channels
consider what direct mail delivers that digital cannot
- Higher response rates. Direct mail response rates in financial services consistently outperform email for regulated communications and new customer acquisition.
- Brand recognition. A well-designed mail piece builds visual identity in a way that a screened notification cannot.
- Compliance and confidence. Physical mail creates a documented, auditable communication trail that financial regulators expect.
- Audience reach. Not all customers are digitally engaged; with physical mail, you can make sure that no one is left behind.
- Tailored messaging. Variable data printing allows each mail piece to carry personalised account information, product details, or a tailored offer.
- Trust and legitimacy. With phishing and email fraud on the rise, customers are increasingly wary of digital messages from financial providers – a physical letter carries a credibility that an inbox cannot match.
we’re helping hundreds of global companies
Look forward to working with them again.
CROSSWAYS TRAVEL COACH COMPANY
frequently asked questions
Is direct mail still effective for financial services marketing?
Yes – and increasingly so. As inboxes become more crowded and digital ad fatigue grows, physical mail stands out. Research consistently shows that direct mail achieves higher response rates than email for financial services marketing, particularly for acquisition campaigns targeting new customers. Physical mail also carries an inherent credibility that digital communications struggle to match – crucial in an industry where potential clients need to trust you before they’ll engage.
How do you ensure compliance with FCA requirements?
We understand the communication requirements placed on financial services companies by the Financial Conduct Authority (FCA). While we are not a compliance consultancy, we work closely with your compliance and marketing teams to ensure all direct mail pieces carry correct disclosures, are produced to the right specification, and that your data is handled in line with UK GDPR. Our ISO 27001 certification underpins everything we do with your customer data.
Can you handle sensitive financial data securely?
Absolutely. Data security is non-negotiable in financial services, and it’s at the heart of how we operate. bakergoodchild is ISO 27001 certified – the international standard for information security management. Your data is received via a secure transfer portal, processed in a controlled environment, and never shared with third parties. All data is handled in the UK.
What volumes can you handle for financial services mailings?
We regularly handle everything from highly targeted direct mail campaigns of a few hundred pieces to transactional mailing runs of hundreds of thousands. Our production facility in Birmingham is equipped with high-speed intelligent inserting lines and digital print presses capable of scaling to your requirements – with the flexibility to accommodate urgent or time-sensitive mailings.
Can you help with mailing lists for financial services direct mail campaigns?
Yes. If you don’t have your own mailing lists, or if you want to expand your reach to potential clients, we can advise on data acquisition and management. We run data cleansing and suppression on all lists – whether yours or sourced – to ensure your financial services direct mail campaign reaches real, relevant people and that you remain GDPR-compliant.
What's the difference between transactional mail and direct mail for financial services?
Transactional mail refers to communications you are required to send – statements, regulatory notices, account updates, compliance documents. These are often high-volume, time-sensitive, and subject to strict accuracy requirements. Direct mail marketing refers to campaign-driven mailings designed to acquire new customers, cross-sell products, or re-engage existing ones. bakergoodchild handles both, often for the same financial services clients.
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