Investment Banking Christmas Cards

Just a random thought as we are moving into the Christmas season....I like getting Christmas cards from my bankers.

I know that it's dorky and I know that almost no one does it anymore. But, when you get a nice handwritten card from one or two banks, it's a really nice touch, even something simple as "It's been a great year working together and looking forward to another, signed John Smith".

Just passing the info on to those still on the banking side.

Side note: Nothing worse than an e-card....wtf....an electronic note sent by AI....great....better to send nothing at all

5 Comments
 

Handwritten Christmas cards are indeed a standout gesture, especially in the finance world where personal touches are rare. Based on the most helpful WSO content, sending physical cards can significantly differentiate you from others. A simple, genuine message like "It's been a pleasure working together this year, looking forward to more success in the next" can leave a lasting impression.

Avoid e-cards—they often feel impersonal and can backfire. Instead, invest in quality stationery and take the time to write a thoughtful note. This small effort can strengthen relationships and keep you memorable in a competitive industry.

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

I'd rather not get anything, but one year a team of about 50 people sent a tin of specialty fresh peanuts to all the executives on the team and I was the Financial Manager which was on the executive team and have to admit the peanuts were pretty good. 

"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee
 

Had a similar experience.....remember getting chocolates from a company.  Still remember the name of that company. It's not going to win them the next deal but it certainly doesn't hurt to be top of mind either.

 

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