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Money and investments are personal. Marketing them should be, too.

Financial services marketing is full of possibilities — and risks. There are so many opportunities for customer acquisition and cross-selling, and just as many complex rules to follow. Baesman offers the strategies, tools, and regulatory knowhow to help banks, insurance agents, and investment advisors market to new and familiar audiences alike.

Some ways we help

Data Security Ensured
Open More Accounts
Personalize Your Communications
Worry-Free Fulfillment

What's your challenge?

Financial service marketing needs to be appealing, timely, and compliant. It’s hard to get it all right. We’re here to help.


Proven, compliant data security.

Baesman protects your customer data with state-of-the-art data encryption and secure network layering. We perform third-party security assessments to identify and resolve any potential vulnerabilities. Your data is secure from start to finish.

Our system works with yours.

The Baesman customer loyalty platform, Intuition,  is nimble and highly customizable. That means we’ll adjust our system to work with yours, not the other way around. Our goal is as little disruption as possible. And we can easily update it over time. It’s the best way to capture and manage key customer insights — and share that data.

Attention to detail.

Quality control truly matters in financial services marketing. Every marketing piece we manage is tracked, verified, and released according to client requirements.

Big brands. Big successes.

These are just a few of the clients we’ve helped grow business, strengthen branding, and simplify complex marketing. We would love to see your story here.

Drove flagship opening week sales of $200,000.
Effectively cut traditional print and shipping costs by 50%.
Customer acquisition rose 15% with a 50% increase in customer data capture.

Even more happy customers

Hamilton Capital
LCNB National Bank
Meeder Investment
Ohio's 529
Alliance Data
Chase Bank
Fifth Third Bank

Get to know your customers better.

Let's Talk

Get to know your customers better.

When brands get personal with customers, great things happen.