Performance Case Study, Financial Services Client

Addressable Ads Amplify
Direct Mail Results

How coordinated digital ad exposure supercharged a financial planning firm's direct mail campaign for their estate planning dinner series, delivering a 92.5% lift in response rates year-over-year, at just a 6.7% budget increase.

+92.5%
Avg. Direct Mail
Response Rate Lift
Jan to Feb YoY
5.30%
Peak Digital CTR
Feb 2026
vs ~1.5% industry avg
$2K
Monthly Ad Spend
Driving Outsized
DM Amplification
The Situation

A High-Value Audience.
A Crowded Inbox.

A boutique financial planning firm runs monthly dinner presentations to attract qualified prospects for trust and estate planning services. Their primary acquisition channel: targeted direct mail to 30,000 households per month.

🏛️

The Client

This financial planning firm specializes in trust structures, estate planning, and intergenerational wealth transfer. Their dinner presentations convert high-net-worth prospects into long-term planning clients.

Investment Management Estate Planning Wealth Preservation

The Challenge

Direct mail response rates in financial services typically hover below 0.2%. With 30,000 mailers per campaign, the firm needed to break through attention scarcity and increase dinner RSVPs without scaling print budget.

30,000 Households / Month Monthly Campaign
🎯

The Solution

Boostt AI and agency partner Pixa layered addressable digital advertising on top of the existing direct mail audience. Using household-level audience matching, digital ads reached the same households receiving physical mail, creating a multi-touch priming effect.

Addressable Display Audience Matching Priming Effect
📅

The Campaign

A curated dinner presentation on trusts and estate planning served as the campaign landing experience. Digital ads ran January to February 2026 alongside existing 30K-piece direct mail drops.

Estate Planning Series Jan to Feb 2026 Dinner RSVP Goal
Measurement Methodology

Apples-to-Apples
Seasonal Comparison

To isolate the impact of addressable advertising, we compared the same two months (January and February) across consecutive years, controlling for seasonal behavior patterns in financial services.

Control Period

Jan to Feb 2025

Direct mail only. 30,000 household audience per month. No digital ad support. Establishes baseline performance benchmark.

✉ Direct Mail Only
Test Period

Jan to Feb 2026

Direct mail plus addressable digital ads. Same 30,000 household audience receiving matching digital ad exposure across display channels.

✉ Direct Mail ▶ Addressable Ads
Why This Works

Seasonal Control

Jan to Feb is a consistent period for financial services outreach, post-holiday, pre-tax season. Matching months eliminates seasonal noise and attributes the performance delta to the ad layer.

Attribution Logic

The Priming Effect

Addressable ads reach the same physical household before the mailer lands. Repeated brand exposure lowers response friction, the recipient has already seen the message digitally, making the mail piece feel familiar and trusted.

Campaign Data

The Numbers,
Side by Side

Metric Jan 2025 (Control) Feb 2025 (Control) Jan 2026 (+Ads) Feb 2026 (+Ads) YoY Change
Direct Mail Performance
DM Audience Size 30,00030,00030,00030,000 Consistent
DM Responses 4032 7744 ↑ +92.5% avg
DM Response Rate 0.133%0.107% 0.257%0.147% ↑ +65% avg
Digital Ads Performance (2026 Only)
Ad Audience Size , , 6,9849,644 ↑ +38%
Ad Spend , , $520$2,000 ,
Digital Clicks , , 105511 ↑ +387%
Digital CTR , , 1.50%5.30% ↑ +253%
Visual Analysis

Response Lift,
Visualized

DM Response Rate, January YoY
Jan 2025 (Mail Only)0.133%
Jan 2026 (Mail + Ads)0.257%

January 2026 response rate nearly doubled vs. the same month in 2025, same mailer size, same budget, same season.

DM Response Rate, February YoY
Feb 2025 (Mail Only)0.107%
Feb 2026 (Mail + Ads)0.147%

February 2026 showed a 37% improvement, consistent directional lift even during the low ad spend ramp-up month.

Raw DM Responses by Month
Jan 202540 responses
Feb 202532 responses
Jan 202677 responses
Feb 202644 responses
2026 Digital CTR Trajectory
January 2026 (Ramp, $520)1.50% CTR
February 2026 (Full, $2K)5.30% CTR

As targeting sharpened and full budget deployed, CTR improved 253% month-over-month, strong audience-offer alignment signal.

Key Insights

What the Data
Tells Us

📬
+92.5%
Avg. DM Response Rate Lift
Jan + Feb YoY
🎯
5.30%
Peak Digital CTR
Feb 2026
💰
$2K
Monthly Ad Budget
Driving Amplification
📈
+387%
Digital Click Volume Growth
Jan to Feb 2026
🏠
9,644
Addressable Households
Reached in February
Response Rate Near-Double
January YoY
The Analysis

Why Addressable Ads
Move the Needle

The Priming Effect in Practice

The core mechanism at work is cognitive priming, a well-documented behavioral phenomenon where prior exposure to a brand increases the likelihood of a positive response to subsequent touchpoints. When a homeowner sees a digital ad for a trusts and estate planning dinner event, then receives a physical mail piece days later, the mail doesn't arrive as a cold introduction. It arrives as a familiar message from a brand they've already encountered.

This is especially powerful in financial services, where trust and familiarity are critical conversion drivers. The addressable ad layer essentially converts a cold outreach into a warm one, without requiring the recipient to have taken any prior action.

The January Effect

January 2026 produced the most dramatic lift: 77 responses vs. 40 in January 2025, a near-doubling despite the ad campaign still being in its ramp-up phase ($520 spend, 6,984 households reached). This suggests the priming effect doesn't require massive ad frequency to generate response lift. Even modest reach, applied to the same household list, meaningfully improved mail response rates.

February Acceleration

February 2026 showed not just continued DM improvement (44 vs. 32 responses), but a dramatic acceleration in the digital channel, CTR grew from 1.5% to 5.3% as audience targeting refined and full budget deployed. This trajectory suggests the channel combination becomes more efficient over time, with digital and physical signals reinforcing each other.

Budget Efficiency

The incremental investment to unlock this lift was modest: addressable ads added roughly 6.7% on top of the existing direct mail budget. That incremental spend drove a 65 to 93% improvement in response rates, a remarkably favorable efficiency ratio for a channel addition.

Performance Snapshot

Jan '25 Response Rate0.133%
Jan '26 Response Rate0.257%
Jan YoY Lift+93%
Feb '25 Response Rate0.107%
Feb '26 Response Rate0.147%
Feb YoY Lift+37%
Avg YoY DM Lift+65%
Ad Budget Added$2,000/mo
Feb '26 Digital CTR5.30%
Feb '26 Digital Clicks511

Incremental Efficiency

Budget Increase+6.7%
Response Improvement+65 to 93%
Added Jan Responses+37 RSVPs
Added Feb Responses+12 RSVPs
Conclusion

The Formula for Modern Direct Mail

Adding a roughly 6% layer of addressable digital ads to an existing direct mail program produced a 92.5% average lift in response rates, turning a proven channel into a high-performance acquisition engine.

This campaign demonstrates a reproducible, measurable playbook for financial services marketers: addressable advertising is not a replacement for direct mail. It is the multiplier that unlocks its full potential.

By matching digital audiences to the same physical households receiving mail, Boostt AI and Pixa created coordinated multi-touch sequences that prime recipients before the mailer lands. The result is a warmer, more familiar audience that is significantly more likely to respond.

As the 2026 campaign data matures and additional months are added, the combined channel signal will continue to strengthen, creating compounding returns on the addressable ad investment.