Promotional Calculators for Financial Services

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Promotional Calculators for Financial Services


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If you run any sort of business that offers financial services to your clients, you know how hard it can be to advertise your company. There is, after all, a certain decorum to be observed if you are, for example, an accountant or auditor or bank manager or insurance agent. Advertising with promotional items is a time-honored way of increasing your name exposure and name recognition – but you can only hand away so many pens and key rings before you start wondering if they’re really doing your business any good at all. If you’re stumped about ways to promote your financial services company, here are a few ideas that you might adapt to suit your accounting, bookkeeping or investment firm.

Promotional Calculators to Bring in New Business
One way to be sure that your gift promotions are working is to require recipients to complete an action in order to receive their gift. For instance, banks will often offer free rucksacks or the like to those who open new current accounts during a particular month. If you’re looking to increase your business and want to track the effects of your promotion, try the “redemption” promotional scheme. Send out coupons in a mass mailing offering free promotional calculators to those who pay you to prepare their taxes. You’ll be able to measure the exact response to your offer, and compare it to your business for the same period last year.

Presentation is Everything – use Promotional Folders!
When you’re presenting a portfolio of investments, insurance options or financial forms to your clients, you want to make an excellent impression on them. Presenting the work and information in a neat, high quality imprinted promotional folder reflects a high degree of professionalism. To really increase the professional polish of your presentation, invest in some low-cost but stylish promotional calculators and tuck one into the inner pocket of the presentation folders. It will be right there at hand while your client is going over figures with you – and show off just how well-prepared your company is to any eventuality.

Carrier Bags aren’t just for retailers.
One of the most successful bookkeeping promotions we’ve ever seen involved plastic carrier bags and promotional calculators. The company’s goal was to increase their sale of year-end audits to clients among small business owners in their area – particularly single-owner crafter type businesses. Using a mailing list acquired through local sources, the company posted a few hundred bright, eye-catching packages to local business owners. Inside each package, recipients found a heavy duty flat-bottom carrier bag and an invitation few could resist – bring in all your paperwork in the bag, and we’ll give you a free multi-function calculator, and do your year end audit painlessly.

Promotional calculators can serve many advertising purposes for businesses that have to do with finances. Tuck them into presentation folders so that your sales force and representatives always have one hand. Choose credit card size or ultra thin promotional calculators to hand off to new prospects as “remember me” advertising. Send beautifully designed and engraved desk calculators as executive gifts to your holiday list. Useful, versatile and ideal as a tie-in to any business that uses numbers, promotional calculators are one solution to finding the right giveaway to advertise your financial business.





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