Precision robotics. Real pen & ink. Delivered.
Your clients get
100 emails a day.
Give them something
they’ll actually keep.
LetterFi writes real handwritten letters with real pen and ink—at scale. Financial advisors use us to turn routine touchpoints into moments clients remember, talk about, and refer friends over.
What makes us different
Not another mail merge.
This is the real thing.
There’s a reason handwritten letters have a 99% open rate and a 300% higher response rate than email. People can tell when something is genuine.
Real pen. Real ink. Real paper.
Not printed. Not stamped. Our robots grip actual ballpoint pens and write on premium cardstock. Recipients can feel the indentations. It's the real thing.
FINRA & SEC compliant out of the box.
Every template is reviewed for regulatory compliance. Archive copies, disclosure language, supervisory approval workflows — it's all built in.
Set it and forget it.
Birthday cards, anniversary notes, new account welcomes, quarterly check-ins — schedule campaigns once and we handle the rest, year after year.
Your handwriting. Cloned.
Send us a sample of your handwriting and we'll build a custom font that's uniquely yours. Your clients will never know you didn't write it yourself.
Your brand, your stationery.
Custom card stock, envelopes, colors, and layouts. Match your firm's brand identity down to the last detail — or choose from our curated collection.
We handle everything after you click send.
Printing, stuffing, stamping, addressing, mailing, tracking. You write the message. We do literally everything else.
How it works
From your CRM to their
mailbox in 5 business days.
Pick your stationery
Choose from our curated collection of premium card stock and envelopes — or upload your own branded materials. Select a handwriting style, or send us a sample of yours.
Write your message
Use one of our compliance-approved templates or write something from scratch. Personalize with merge fields — first name, account anniversary, portfolio milestone — whatever matters.
Upload your list
Drop in a CSV, connect your CRM, or use our API. We support Salesforce, Wealthbox, Redtail, and more. Set it up once and new clients get letters automatically.
Robots pick up real pens
Our fleet of precision writing robots grip actual ballpoint pens and write each letter on real card stock. Every stroke has natural pressure variation. No two letters are identical.
We mail everything
Hand-stuffed envelopes, real stamps (not metered), handwritten addresses. We handle USPS logistics so your letter arrives looking like it came straight from your desk.
Track the impact
See delivery confirmations, campaign analytics, and response tracking. Know exactly which letters landed and measure the ROI on your client relationships.
Built for financial professionals
The ROI of a
personal touch.
In an industry where trust is everything, the firms that win are the ones that make clients feel valued — not just managed. Here’s how LetterFi works for each segment.
Turn a $3 letter into a $30,000 referral.
Birthday cards that actually arrive on birthdays. Market update notes that feel personal, not mass-produced. Quarterly check-ins that remind clients why they chose you. The advisors using LetterFi report 3x more unsolicited referrals within the first year.
Give your agents a retention tool that actually works.
Policy anniversary notes, claims follow-ups, seasonal greetings — all written in your agent's handwriting, sent automatically. Help your downline build the kind of relationships that prevent lapses and drive cross-sells.
In a sea of sameness, be the one they remember.
Your prospects are getting pitched by everyone. A handwritten note after a seminar, a thank-you after a meeting, a congratulations on retirement — these are the moments that tip the decision in your favor.
Don’t take our word for it
Advisors who send letters
keep more clients.
“I sent 200 birthday cards last year through LetterFi. I got 14 referrals directly from those cards. That's a 7% conversion rate on a $3 investment. Nothing else in my marketing budget comes close.”
“My clients call me to thank me for the letters. That never happened with email newsletters. One client told me she keeps every card I've sent on her refrigerator. You can't buy that kind of loyalty.”
“We rolled LetterFi out to 85 agents last quarter. Lapse rates dropped 28% in the first 90 days. The ROI was obvious within the first month.”
Common questions
Everything you need to know.
That's the whole point. Our robots use real ballpoint pens with natural pressure variation, slight inconsistencies, and authentic ink flow. We've tested extensively — recipients consistently believe the letters were written by hand. The pen indentations on the paper are the giveaway that it's real ink, not printed.
Every template in our library has been reviewed for FINRA and SEC compliance. We support supervisory approval workflows, automatic archiving of all sent correspondence, and customizable disclosure language. Your compliance team can review and approve templates before they go out.
Standard orders ship within 3-5 business days. Rush orders (24-48 hours) are available for an additional fee. For automated campaigns like birthday cards, we recommend setting them up at least 7 days in advance to ensure on-time delivery.
Absolutely. Send us a handwriting sample (we'll provide a template to fill out) and our team will create a custom font that replicates your unique handwriting style. The process takes about 5-7 business days, and you can use it for all future letters.
We integrate directly with Salesforce, Wealthbox, Redtail, Junxure, and Hubspot. We also offer a REST API and Zapier integration for connecting with virtually any other system. CSV uploads are always available as a fallback.
No minimums, no contracts, no setup fees. Send one letter or ten thousand. Pricing is purely volume-based — the more you send, the less each letter costs. Most advisors start with a small test batch and scale up once they see the response.
Your next client is waiting
to hear from you.
No contracts. No minimums. No setup fees. Just real letters that make real impressions.