Promotional Products for the Financial Industry

The financial industry contains many opportunities for businesses to enhance their brand awareness, increase customer satisfaction, improve brand recognition and enhance customer experiences through the use of selectively curated promotional products.

Because of the highly competitive nature of the financial industry, the most significant hurdle institutions face is client retention. There are so many options available for clients to select from that keeping them becomes one of the biggest struggles. To ensure customers are interested in conducting business with you and continue to do so, it is imperative they have a quality experience from their first interaction and throughout their relationship.

We’ve separated the customer relationship into three main events to help your institution select promotional products to pair with each stage that build trust, establish credibility and solidify loyalty.

Let’s start at the beginning, the acquisition of a new customer. When potential clients come to your business for financial needs, they are looking for a company they can trust with professional and experienced employees. Professionalism can be expressed to them with branded materials used to share information with potential new clients. Items like branded letterheads, business cards, pens, pamphlets, folders & document holders all show unity and brand alignment across the materials potential clients need to educate themselves and conduct business with you.

Once you’ve acquired a new client, it’s beneficial to welcome them to your organization to continue building and maintaining trust. This can be especially worthwhile now that some business must be conducted remotely. New clients feel like they will be taken care of and that their needs matter when they receive personalized promotional products as a welcome kit in the mail or in-person. Items that stand out are branded letter openers, pens, checkbook covers, bank deposit bags, sticky notes and children’s piggy banks.

Your business will need to focus on showing and providing value and upholding trust and expertise over time for long-term clients. Consider sending these clients yearly calendars, inviting them to events your company holds or participates in, paper pads, money clips, lanyards, mugs, and power banks. You can also still periodically offer them the promotional products they received during the first two stages of their relationship with your institution.

Providing promotional products for your financial institution at critical stages of a customer’s relationship will keep your business top of mind and ensure that your customers feel your business is consistently working to meet their needs.

Velocity Print is your Partner for Financial Promotional Products

You can rely on us to provide your financial institution with the promotional products it needs to acquire and retain customers. Let’s talk strategy! Chat with us using the chat feature on your screen, call us at 888.372.3487 or send us an email at:



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