Think Patented helps financial organizations improve customer acquisition, retention, and branch marketing efficiency with personalized direct mail, print-on-demand, secure online ordering portals, localized collateral, and integrated marketing automation. We support banks, credit unions, and financial service teams that need compliant, scalable communications across branches, advisors, and customer segments.
First challenge
New customer acquisition
Business impact & need
- Generate qualified leads for new accounts, loans, wealth services, and branch growth
- Reach households and business prospects with targeted offers
- Improve campaign response tracking across direct mail and digital touchpoints
Our solutions
- Omnichannel follow-up that connects direct mail with digital engagement
- Personalized direct mail campaigns for prospect acquisition
- Seminar/event promos with personalized landing pages
- Targeted account-opening, loan, and appointment-setting mailers
- Variable-data print for segmented offers by audience, geography, or product
Second challenge
Customer retention
Business impact & need
- Increase share of wallet with existing account holders
- Improve onboarding, retention, and reactivation communications
- Deliver relevant offers and educational content by product or life stage
Our solutions
- Personalized retention and cross-sell campaigns
- Customer lifecycle communications for onboarding, renewal, and reactivation
- Newsletters and account-based messaging with relevant content and offers
- Triggered campaigns that align with customer milestones or behavioral segments
- Branch or advisor-specific communications that preserve brand consistency
Third challenge
Reduce cost and overhead
Business impact & need
- Reduce waste from obsolete collateral and pre-printed inventory
- Improve speed and consistency across branch and field teams
- Simplify fulfillment and ordering for localized materials
Our solutions
- Secure document ordering portals for branches, advisors, and field teams
- Print-on-demand to reduce storage, waste, and version-control issues
- Online template versioning with protected brand and compliance content
- Centralized management of branch marketing collateral and promotional products materials
- Fulfillment support for multi-location financial organizations