Years ago the financial services industry relied more heavily on face-to-face interactions between customers and financial professionals like tellers and advisors. Nowadays, with the rise of technology, there is much less need for customers to enter a physical branch of a bank to have their requests addressed. Rather, customers rely on in-app and mobile OS notifications, SMS messages, and emails to keep track of deposits, withdrawals, payments sent and received, and more. Due to the sensitive nature of banking and personal finance, email is the backbone of communication between banks and customers as email messages are easier to save and refer back to than messaging through other communication channels. In fact, a 2018 study found email to be the top channel used by financial services companies to communicate with customers and prospects. More than that, a 2017 study indicated that the financial services industry leads all other verticals in email open rates (35.7%). With all of this in mind, how can financial services businesses effectively leverage email, a communication channel that is no doubt integral to the financial services industry?

Our new ebook, Email Strategies Worth Investing In, is designed to answer this question by showcasing examples of successful financial services emails from real financial institutions, banks, and fintech companies. We created this guide to help you craft a holistic email strategy that covers the entire customer lifestyle. The guide explores the most important use cases for sending email to your customers and guidelines on how to incorporate them into your strategy.

In this guide you will learn about:

  • The different types of financial services emails
  • Email best practices for financial services customer communications
  • How to build a relationship with your customers based on security and trust
  • Tons of examples of great triggered, transactional, and promotional financial services emails

Whether you’re a seasoned financial services email marketer or just learning the ropes, this guide will provide clear action items and steps you can take to improve your business’ email program. Download Email Strategies Worth Investing In now to dive into financial services email guidelines you can bank on.

~ Erica