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5 Financial Services Email Marketing Examples

In the fast-paced world of financial services, email marketing is one of the best ways to stay connected with your customers. It allows you to connect with them on a personal level and build trust through consistent communication.



Recurring Content Types


Using recurring content types in your finance email newsletters is a great way to make your content relevant to readers without overwhelming them with information they don’t need. These could be sector series (Europe’s natural gas shortage and China’s stimulus measures), or last month’s roundup, or 7 issues to watch next month.


Interest Points or Digital Storytelling


Keeping the reader engaged is important in any email newsletter, but adding human factor or an interesting digital story to your financial service’s content will make it more interesting and relatable. This could be as simple as a story about a customer saving X amount every week on a special college savings account, or as complex as a detailed guide to budgeting.


Consistent Branding


Having a uniform look across your financial service’s emails is essential to make them stand out. You should use consistent logos, color schemes, typefaces, and button styles. This is especially important if your business has multiple branch locations and you want to be able to change branding quickly across them all.


Data Protection & Privacy


To build trust with your audience, it’s important to guard their privacy and information carefully. Using email marketing software that provides secure and private emailing is an excellent way to do this. This protects your customers from spam, phishing, and spoofing.


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