Handwritten notes for wealth managers and financial advisors

Nurture trusting long-term relationships and elevate your brand in a competitive market

solution overview

Contact us

By clicking "Submit", you agree to our Terms and acknowledge you have read the Privacy Policy

Thanks! We'll be in touch shortly.
Oops! Something went wrong. Please click here, or shoot us a note at hello@penpalsapp.com.

Why do financial advisors & wealth managers send handwritten cards?

Stand out at the mailbox

Today's world is full of mass email & junk mail.
Handwritten cards cut through the noise, ensuring your cards reach current (& future) clients - and get opened.

Deliver a personal touch

Authentic handwritten outreach creates a memorable impression - consider the last time you got a personal letter in the mail!
That deepens client relationships & instills trust in your services.

White-glove service

You're understaffed & busy juggling a million things.
PenPals takes strategy, production & mailing off your plate - giving you back the time you deserve.

How do top financial advisors & wealth managers use handwritten cards?

Welcome new clients to the fold

Establish yourself as a trusted advisor with a sincere note to newly onboarded clients.

Deepen client relationships with personal outreach

Checking in during the moments that matter shows clients you care. Stand apart from generic printed options with handwritten birthday wishes, holiday cards, or thank you notes.

Unearth referrals with an end of year thank you

Follow up on a productive year with warm wishes & a subtle nudge on referrals via mail that can't be missed.

Outreach for growing financial services providers

Seamless integration icon

Handwritten cards

Personalized, handwritten cards without the writer's cramp. We use real ballpoint pen & ink, first-class stamps, and high-quality 5x7 card stock.
Seamless integration icon

Branded assets

Cards feature your logo, branding, and messaging. For integrated campaigns, we can route recipients to your website or landing page.
Seamless integration icon

Automated triggers & follow-up

We make it easy to put birthday and holiday cards on autopilot, or create follow-ups without lifting a finger.
Seamless integration icon

Smart tracking

For integrated campaigns, we give you a clear ​understanding of ​performance and AI-generated ​insights into your most engaged recipients - giving you the data to make smart outreach decisions.
Seamless integration icon

AI with a purpose

Our AI engine works behind the scenes to generate campaign insights, optimize landing page conversion, and polish copy.
Seamless integration icon

Real people, real service

Just like a pen pal, actual humans are with you every step of the way.

Ready to see more?

PricingSample

Contact us

By clicking "Submit", you agree to our Terms and acknowledge you have read the Privacy Policy

Thanks! We'll be in touch shortly.
Oops! Something went wrong. Please click here, or shoot us a note at hello@penpalsapp.com.
penpals logo
Resources
Integrations
Company
hello@penpalsapp.com
Contact
© 2025 PenPals. All rights reserved.
TermsPrivacy