

Relevate for Financial Services Pricing
It's easy, and affordable, to start your Relevate target marketing program.
Here's What You Get:
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Your personal Marketing Manager assigned to you
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1,000 targeted names per month based on your best-client profile (you also keep the list)
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Customized financial advisor best-practice direct mail and digital ad templates
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Personalized direct mail campaign sent to your target 1,000 leads (includes printing and postage*)
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10,000 - 20,000 targeted digital ads served only to your target leads
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Custom landing page supporting your campaign with opt-ins sent directly to you
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Tracking and reporting dashboard with AI and machine learning to optimize future campaigns
Program Investment: $1,995 per month
Additional Campaigns: $750 for each additional 500 target prospects
Client Events in a Box: $500 - $2,500 additional per event depending on bonus items (learn more)
*Select direct mail templates may have an additional postage cost