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Automated Greeting Card Mailing Service for Financial Professionals
We mail it for you -
Just $3.95!
- Your Signature(s)
- Your Company Logo
- Your Return Address
- Add-on Gifts Available
We make boosting customer engagement and improving
customer retention as easy as 1, 2, 3!
Create Account
Complete a short information form and
setup your username and password.
Submit Info
Send us your birthday list and signature(s), and
we'll upload them to your account for you.
Review/Approve
Once setup, we'll call you to review the account
features, options and settings.
Include gifts like Candy and Gift Cards with your
mailings to really impress clients.
REQUEST MY FREE SAMPLE
As a successful financial advisor, you know it’s important to recognize special occasions in your clients’ lives, but it’s not always the easiest task. Enter The Birthday Company. With our automated greeting card mailing service, you can send your clients business birthday cards in three easy steps!
Whether it’s for a birthday, anniversary, holiday or other special occasion, our cards can help you say it all. We even customize your cards by having your company’s logo, return address, and your personal signature(s) presented as if you wrote them yourself. You also have the option to include additional gifts like candy or gift cards to really impress your clients. Your clients will appreciate the personalization of our cards and you’ll appreciate the convenience that our service provides.
Still not convinced? Have a free sample of one of our business birthday cards mailed to you and see for yourself why you should use The Birthday Company for all your corporate birthday card needs.
Key Features
NO contracts, setup fees, service fees, or minimum number of clients required.
Signature(s) printed in ultra-high resolution so they appear you signed the cards yourself
Online secure access to your account to view, edit, and manage all client mailings
Birthdays rescheduled automatically so you never miss another birthday
Your return address on the envelope and your logo (optional) printed on the card
All birthday card designs rotated daily so clients never receive the same card twice
Free birthday reminder emails and option to add compliance disclosure included free
Our Testimonials
Subscribe Easy Tutorials Youtube channel to watch more videos.
After working with you and your company for several years, I have a deep appreciation for your service.
I have received thank you cards, calls, and letters from clients who’ve received your special packages. They just love them. The candies are divine, and the CDs are delightfully clever, classy and “jazzy.” Now that you also offer the Starbucks, Amazon, and Restaurants Gift Cards, my clients are really in for a treat! For a very reasonable investment, you provide a wonderful, ongoing service. And thank you for the reminder emails as well – so helpful! Keep up the great work!
Lilly Stratos Wealth
San Diego, CA Customer since 2008
My partner and I have been very pleased with the cards and gifts from The Birthday Company.
In the daily rush that is our business these days, it’s difficult to set aside time to send out a special contact to our best clients. The Birthday Company makes this effortless. We use them not only for birthdays, but also for special occasions and to express thanks in a special way. Their gifts and cards are unique and classy in an elegant way. They are extremely convenient and easy to deal with, and always seem to know the best suggestion for each client situation.
Bruce Ameriprise
Lake Charles, LA Customer since 2006
After working with you and your company for several years, I have a deep appreciation for your service.
I have received thank you cards, calls, and letters from clients who’ve received your special packages. They just love them. The candies are divine, and the CDs are delightfully clever, classy and “jazzy.” Now that you also offer the Starbucks, Amazon, and Restaurants Gift Cards, my clients are really in for a treat! For a very reasonable investment, you provide a wonderful, ongoing service. And thank you for the reminder emails as well – so helpful! Keep up the great work!
Lilly Stratos Wealth Partners
San Diego, CA Customer since 2008
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