Email Marketing For Financial Services

Email is still an essential channel for the financial industry. It can be a way to add value, connect with current and potential customers, and grow your sales pipeline.

But mail marketing for financial services can be a challenge, especially since the industry is so regulated. The key is keeping it interesting, engaging and personal, while avoiding a hard-sell. In this article, we’ll share a few proven strategies to help you do just that.

Onboarding: A welcome email is a great way to build trust with new clients. You can use it to introduce yourself, offer useful tips and resources, and more. The best part is that it’s also an opportunity to get them started with your product or service.

Newsletters: Creating and sending regular newsletters is another excellent way to keep in touch with your client base. You can use these to provide valuable content about personal finance, investment advice, or even your latest products and services. You can even use them to promote specific products or services like a credit card with cashback rewards or a home equity loan with low interest rates.

Relevance: Emails should be as relevant as possible, the three experts agree. If you send an email without any relevance to your audience, they’ll quickly tune out. You can take advantage of modern email automation and data collection to be more personalized and targeted in your emails.

For example, using a customer engagement platform that allows you to keep your data behind your firewall (like MessageGears) means you can react in real-time to your audience’s behavior and send highly relevant and timely emails. This includes automated triggered campaigns based on points tiers, dates, or other events.