Direct Mail - Vision Financial Marketing

Why Direct Mail Drip-Marketing?
Build Relationships, Trust & Close More Business

New Appointments, More Business

Not Everyone is ready to buy today. But they will be tomorrow – you just need to stay in touch. Right message, right time, right offer. Making additional sales is that easy.

Enhance Client Retention

In Financial services, it’s all about relationships. The right CRM and the right communication will have your clients loving you – and that leads to retention and new business.

Better Results Than Email

Let’s face it, you’re busy… and nearly everything is time-consuming. Our fully-automated platform and simple tools can literally save you hundreds of hours per year.

Increase Client Wallet Share

The more hooks you have in the water, the more fish you will catch. Direct mail drip-marketing with VFM is highly-effective, low cost and easy to implement. Why not get started today?

Superior Quality Postcards & Mailings
Stunning Designs, Impressive Results

No cheap feeling materials here. No flimsy paper stock or washed out colors. Impress your clients and prospects with truly first-class mailings.


  • Professionally designed and copywritten
  • 120# Heavy Cardstock
  • Gloss UV Coating
  • Ultra vibrant superior color saturation
  • First class postage and delivery
Take a Look Now

VFM Direct Mail Drip-Marketing Features
It’s Really as Easy as 1-2-3

Expansive Direct Mail Postcard Library

Wondering what to send? Not anymore! We have an expansive library of pre-designed postcards at your fingertips. Need something custom? We can design that for you too.

Easy Contact & List Management

We make importing and organizing your contacts a snap. Create your lists, add or remove contacts as needed and schedule your mailings with targeted precision.

Pre-Built Targeted Campaigns

The more targeted a campaign, the better the results. Our systematic approach provides you with campaigns built specifically for:

  •   Clients
  •   Prospects
  •   Leads

Full Customization Technology

Want to customize your postcard design? Not a problem. Use our exclusive DesignEngine™ technology to make all the edits that you’re looking for. It’s quick, easy and dare we say it… fun to use!

1-Click Scheduling, Printing & Mailing

Gone are the days of calling a printer, getting a quote, sending design files, waiting for a proof, sending your mailing list via email, etc… and gone are all the problems that go with it.

With VFM, choose your mailing date and place your order with 1-click!

Additional Popular Features
Check Out The Key Highlights Below

Save / Edit Your Designs in Progress

Start working on a design and run out of time? No problem, just save it. Come back and finish at any time.

Schedule Your Mailings in Advance

Going away on vacation, but still want your mail to go out? No problem, just schedule it days or weeks in advance.

Auto-Customization From Your Profile

Build your profile once, and then have any of our templates automatically customized when choosing it.

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Why Do Financial Professionals Love VFM?
Don't Just Take Our Word For It...

I’ve used many CRMs before. Not only is VFM really simple to use, it also allows me to automatically market and send mail to all of my clients. It is incredibly quick and easy.
Tom Chrobak President,
Tom Chrobak, MC2 Wealth Management