Personalised Cards & Letters for Financial Advisers
Build lasting client relationships with tailored physical post that feels deeply personal and professional. AllCards designs, writes, prints, and posts unique cards, postcards, and letters automatically from your CRM or client list. Every piece includes custom messaging, seamless tracking, and QR codes to help your financial planning practice stay top of mind.
Free to try · printing and UK postage included when you send
Put in your website and see the card your financial planning firm would send — in about a minute.
Try it freeWhen financial advisers send post
Six moments that work — each card written for the person it goes to.
New Client Onboarding Welcome
Sent automatically as soon as a new financial planning agreement is signed.
“Dear Sarah, welcome to the family! We are thrilled to partner with you on your financial journey. Scan the QR code inside to watch a brief welcome video from your dedicated adviser.”
Annual Portfolio Review Reminder
Sent four weeks prior to a client's scheduled annual financial review.
“Hello Sarah, it is almost time for our annual catch-up to review your portfolio and future goals. Please scan the QR code to pick a convenient date and time on our booking page.”
Milestone Retirement Celebration
Sent when a long-standing client reaches their planned retirement date.
“Congratulations on reaching your retirement, Sarah! It has been a privilege helping you plan for this exciting new chapter. Scan the QR code to see a short personal message from our whole team.”
Google Review Request
Sent after a successful mortgage completion or key advisory milestone.
“Hi Sarah, we hope you are delighted with our recent advice. If you have a spare moment, please scan the QR code to leave us a quick Google review. Your feedback means the world to us!”
Client Referral Thank You
Sent when an existing client introduces a friend or family member.
“Dear Sarah, thank you so much for introducing your colleagues to our firm. Trust is everything in financial planning, and your recommendation is the highest compliment we could receive. Please enjoy a small gesture from us.”
Tax Year End Reminder
Sent in early spring to remind clients about using their annual ISA allowances.
“Hello Sarah, with the tax year ending soon, now is a great time to ensure your ISA allowances are fully utilised. Scan the QR code to review your current contributions and top up securely online.”
Connects Directly to Your CRM
Seamlessly trigger client post from HubSpot, Zapier, or your API as key wealth management milestones occur. AllCards automatically pulls client details, personalises the message, and handles printing and postage.
Measurable Results and Lead Tracking
Every card features a unique QR code directing clients to a bespoke landing page with video options or booking links. Easily track opens, scans, and client engagement directly inside your dashboard.
Tailored Designs for Business Partners
For prospective corporate clients or professional partners, AllCards visits their website to incorporate their logo, premises, and brand context into the design. It writes in your firm's exact tone of voice for an unforgettable impression.
Questions financial advisers ask
How does AllCards integrate with our financial firm's existing software?+
You can connect AllCards to popular CRMs like HubSpot, integrate via Zapier, use our direct API, or simply upload a spreadsheet list. Triggers can send post automatically based on client actions or calendar milestones.
Is UK postage included in the service?+
Yes, complete printing, envelope addressing, and UK postage are all fully included in every order. We handle the entire fulfilment process from design to delivery.
Can we track client responses from physical post?+
Absolutely. Every letter, card, or postcard includes a personalised QR code that leads to an individual landing page, allowing you to track scans, video views, Google reviews, and appointment bookings.
How does AllCards create tailored designs for business prospects?+
When sending to business recipients, AllCards reads their website to automatically gather imagery of their premises, logos, and team context, crafting a completely unique and relevant physical card.
See yours in a minute
Put in your website — our studio makes a card and postcard from your financial planning firm to your customers. Free.
✨ Design my card