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Finance Emails: 10 Great Examples (& Other Tips)

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In this article, we'll show you 10 email examples for Finance that have been sent to customers in the past from different companies. Seeing these examples can help you understand what works and why, making it easier to create your own effective Finance emails.

What should go into finance emails?

A good Finance email is clear, concise, and tailored to the recipient's financial needs, ensuring it provides valuable information and actionable insights. It should also include personalized elements and a strong call to action to engage the reader effectively.

  • Subject Line: The subject line should be attention-grabbing and relevant, such as "Your Monthly Financial Summary" or "Important Update on Your Investment Portfolio."
  • Personalized Greeting: Address the recipient by name to create a personal connection, for example, "Dear John," or "Hi Sarah,".
  • Clear Purpose: State the email's purpose early on, like "We wanted to inform you about recent changes in your account" or "Here's your latest financial report."
  • Actionable Insights: Provide specific advice or next steps, such as "Consider reallocating your assets to maximize returns" or "Schedule a meeting with your advisor."
  • Strong Call to Action: Encourage the recipient to take action with phrases like "Review your account now" or "Contact us for more details."
  • Professional Sign-off: End with a professional yet friendly sign-off, such as "Best regards, [Your Name]" or "Sincerely, [Your Company]."

Let's jump into it and explore 10 email examples of good Finance emails!

10 finance email examples

1) Stripe

Stripe

Stripe is a technology company that builds economic infrastructure for the internet, offering services like online payment processing, billing, invoicing, and global tax filing. This email is a good Finance email because it provides clear updates on product features and new payment options, with a clean, minimalistic design that empowers users to take immediate action.

2) Going

Going

Going's email, "The best cards to use during the holidays," offers practical recommendations on financial products, specifically credit cards, tailored for holiday use. This email stands out as a good Finance email due to its clear, actionable insights and user-friendly design, empowering recipients to make informed financial decisions effortlessly.

3) Ramp

Ramp

Ramp's email, titled "$250 for 10 minutes of your time," effectively captures attention with a compelling financial incentive, making it an excellent example of engaging finance communication. The email's clean design, clear subject line, and focus on user engagement through feedback and surveys demonstrate how Ramp empowers users to take control of their financial decisions effortlessly.

4) Sofi

Sofi

Sofi's email, "💸 Facing the toughest talk yet...," stands out as a Finance email due to its empathetic and supportive tone, addressing the challenges of financial conversations with a modern, approachable style. The use of an emoji in the subject line and the focus on providing actionable advice empower users to navigate difficult financial topics confidently.

5) Coinbase

Coinbase

Coinbase is a digital currency exchange platform that allows users to buy, sell, and manage cryptocurrencies such as Bitcoin and Ethereum. The company did a good job with this email by delivering a clear and concise price alert, using a clean design and actionable information to immediately capture the recipient's attention and prompt user engagement.

6) TurboTax

TurboTax

TurboTax is a tax preparation software that simplifies the tax filing process for individuals and businesses, guiding users step-by-step to ensure accuracy and maximize refunds. This email is a good Finance email because it provides a clear call to action for setting tax reminders, empowering users to stay organized and manage their finances proactively with a clean, visually appealing design.

7) American Express

American Express

American Express is a multinational financial services corporation known for its credit card, charge card, and traveler's cheque businesses. The "Here’s your weekly account snapshot" email is effective because it provides timely, relevant account information in a clean, professional layout, empowering users to stay informed and make informed financial decisions effortlessly.

8) Lima One

Lima One

Lima One provides financing solutions for rental projects, targeting real estate investors and property managers. This email stands out due to its clear subject line, professional design, and straightforward calls to action, empowering recipients to confidently finance their next rental project.

9) Arrived

Arrived

Arrived is a company that sends promotional emails about investment opportunities, specifically related to earning dividends. The email titled "📣 Last hours to invest for the next expected dividends! 📣" stands out with its bold subject line and use of emojis to create urgency, a clean and organized layout, and prominent call-to-action buttons, making it both visually appealing and effective in driving user engagement.

10) Wells Fargo

Wells Fargo

Wells Fargo is a major American financial services company that provides banking, credit cards, loans, and other financial products to consumers and businesses. This email is a great Finance email because it clearly informs cardholders about a new feature, allowing them to use their cards with Paze at online checkout, and it does so with a clean, user-friendly design that empowers users to take immediate action.

Why you should use Flodesk to help create your emails

With Flodesk, you can effortlessly create visually stunning Finance emails that are both clear and actionable. Our intuitive platform empowers you to design personalized, professional emails that engage your audience and drive results, all with minimal effort.

Wrapping up

Flodesk

Flodesk offers the most intuitive email marketing tools for small businesses, helping you grow and monetize your email list effortlessly. With no need for coding or design skills, you can create, send, and automate emails that engage your audience and drive revenue. Trusted by over 100,000 businesses, Flodesk helps beginners and experts send beautiful, high-converting emails in a radically simple way.

With the world’s most intuitive email builder, powerful automations, and beautiful forms, Flodesk gives you everything you need for brilliant email marketing—without the complexity.

In conclusion, creating effective Finance emails doesn't have to be complicated. Sign up for Flodesk today and start crafting emails that truly resonate with your audience by visiting Flodesk.

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Flodesk Team
ABOUT THE AUTHOR
Flodesk Team

Flodesk Team is passionate about empowering entrepreneurs and businesses to create stunning, effective emails. With expertise in email marketing, automation, and design, we’re here to share insights, tips, and strategies to help you grow your brand.