State of Direct Mail 2025: Financial Services Edition

Direct mail remains one of the most effective ways for financial institutions to connect with customers in a personalized, trusted, and secure manner. With growing concerns around digital fatigue and data privacy, direct mail is making a strong comeback, proving its value in building long-term relationships and increasing ROI.

So, how are financial brands adapting in 2025? What are the latest trends in automation, personalization, and campaign measurement?

Our 2025 State of Direct Mail: Financial Services Edition examines the strategies that banks, credit unions, insurance providers, and fintech brands use to optimize their direct mail efforts. The report contains real-world benchmarks, customer behavior insights, and actionable data to help financial marketers scale smarter.

Let's explore the highlights or jump straight to the full report using the link below.
Download the full report to learn how financial services direct mail impacts audience decisions and drives sales!

Key Takeaways

• Businesses want to determine the ROI of their direct mail campaign to plan future mailings accordingly.
• Financial service firms send direct mail to their prospects and clients due to several advantages, including performance tracking, budget flexibility, personalization features, and integration with digital campaigns.
• Most direct mail recipients read the items immediately after receiving them.
• Integrating direct mail with other channels helps you increase leads, conversion rates, website traffic, and in-store traffic.

18% of our clients are from the financial services sector and have added to the insights in this report. It explores how companies in this industry can take advantage of a traditional yet modern marketing approach, like direct mail, and how it works for them.

Here are some snippets from the State of Direct Mail: Financial Services Edition report to give you a gist of using direct mail to send marketing and other messages:

Direct mail helps financial services businesses earn $58 for every dollar they spend.
This remarkable return on investment (ROI) proves why direct mail remains one of the most profitable marketing channels in the financial services industry. With rising costs and increasing restrictions on digital advertising, direct mail offers a dependable, measurable, and scalable solution. Its physical presence builds credibility and delivers higher open rates, stronger brand recall, and longer-lasting impressions.

76% of customers choose to get financial services statements by direct mail. Despite the rise in digital platforms, customers overwhelmingly prefer receiving financial statements and documents via traditional mail. This preference is rooted in trust, privacy, and ease of reference. Mail is tangible, accessible without a password, and less likely to be overlooked or deleted—making it a reliable option for critical communications.

52% of financial services companies believe that letters and envelopes are most likely to be read by their clients. Letters enclosed in envelopes convey a sense of formality, importance, and confidentiality—key elements in the financial services world. Unlike emails that feel promotional or disposable, an envelope encourages curiosity and prompts users to open it.

38% of companies believe direct mail feels more secure than digital communications.
Security and data privacy are top priorities in the financial sector, and direct mail delivers a sense of authenticity and control that digital channels often lack. With phishing attacks and email spoofing on the rise, customers and companies feel safer with tangible communication that can't be hacked or intercepted online. Spam filters or ad blockers don't affect mailpieces, ensuring the message is delivered without disruption and reinforcing the brand's credibility.

Direct mail is changing—and fast. In the financial services world, companies that use automation, clean data, and personalized messages are seeing better results and higher returns.

You can access the full report to see how clients react to receiving direct mailpieces and how you can better capture their attention and generate leads.

Need an easier way to send mail? PostGrid helps you create, print, and send mail items for financial services without hassle—no more manual work or complex steps. Pick a plan, set up your campaign, and you're ready. It's fast, affordable, and built to scale with your business.

Grab the full report to see how it's helping financial services stand out, build trust, and drive results!