Financial Emails: 10 Great Examples (& Other Tips)

In this article, you'll find 10 email examples for Financial that have been sent to customers in the past from different companies. Seeing these examples can help you understand effective strategies and design choices before creating your own financial emails.

What should go into Financial emails?

A good Financial email is clear, concise, and tailored to the recipient's financial needs, offering valuable insights and actionable steps. It should include personalized content, a strong call-to-action, and a professional yet approachable tone.

• Personalized Greeting: Start with the recipient's name to create a personal connection. For example, "Hi John," or "Dear Ms. Smith,".
• Clear Subject Line: Use a subject line that immediately conveys the email's purpose. Examples include "Your Monthly Financial Summary" or "Important Update on Your Investment Portfolio".
• Valuable Content: Provide insights or updates that are relevant to the recipient's financial situation. Phrases like "Here's how your investments performed this month" or "New opportunities for your savings" work well.
• Strong Call-to-Action: Encourage the recipient to take a specific action, such as "Review your account" or "Schedule a consultation".
• Professional Design: Use a clean and professional layout with your company's branding. Ensure the email is easy to read with clear headings and bullet points.
• Contact Information: Include ways for the recipient to get in touch with you, such as "Contact us at [phone number]" or "Reply to this email for more information".

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

10 Financial Email Examples

1) Going

The email from Going titled "The best cards to use during the holidays" is a prime example of a good financial email. It offers valuable advice on selecting credit cards for holiday spending, helping recipients make informed financial decisions and maximize their rewards.

2) Ramp

The email from Ramp titled "$250 for 10 minutes of your time" is a compelling financial email that effectively engages recipients by offering a strong incentive. This approach not only captures attention but also encourages participation, making it an excellent example of how to drive interaction and gather valuable customer feedback.

3) Sofi

Sofi is a financial company that provides various financial services and products. The email titled "💸 Facing the toughest talk yet..." is a good example of financial communication because it addresses a challenging financial topic with clarity and empathy, making it easier for recipients to engage with and understand important financial information.

4) Coinbase

Coinbase is a popular cryptocurrency exchange platform. The email stands out as a Financial email because it provides timely and relevant information about the price movement of Bitcoin (BTC), which is crucial for investors and traders, helping users make informed decisions about their cryptocurrency investments.

5) TurboTax

TurboTax is a software package for the preparation of American income tax returns, produced by Intuit. TurboTax is designed to guide users through their tax returns step-by-step, ensuring they get the maximum refund possible.

The email from TurboTax titled "📎 Set your tax reminders now" is effective because it serves a timely and relevant purpose—reminding users to set their tax reminders. The subject line is clear and includes an emoji, which helps it stand out in a crowded inbox, while the content likely provides useful information and actionable steps, making it valuable to the recipient.

6) American Express

American Express is a global financial services company known for its credit card, charge card, and travel-related services. The email titled "Here’s your weekly account snapshot" is a good financial email because it provides users with a concise and regular update on their account status, helping them stay informed about their financial activities and manage their finances efficiently.

7) Lima One

Lima One is a financial services company that offers financing solutions for rental projects. The email titled "Finance your next rental project with confidence" is effective because it instills confidence in potential clients about financing their next rental project, with a clear subject line that directly addresses the needs of the target audience, ensuring high engagement.

8) Arrived

Arrived is a company that offers vacation rentals, and their email titled "☀️ New Vacation Rental Available Now" announces the availability of a new property. This email is a good example of a financial email because it clearly communicates a promotional offer, using an engaging subject line and visually appealing design to capture the recipient's attention and drive customer engagement.

9) Cleo

Cleo's email titled "🚶 Ah sh*t, here we go again" stands out with its bold and relatable subject line, immediately capturing the recipient's attention. The email's design is clean and modern, featuring a straightforward layout and easy-to-read font, which enhances readability and user engagement.

10) Wells Fargo

Wells Fargo is a financial services company that provides a wide range of banking, investment, and mortgage products. The email titled "Your cards can now be used with Paze at online checkout" is a great financial email because it effectively communicates a new feature that enhances customer convenience, using a clear subject line and leveraging the trust associated with Wells Fargo to ensure high engagement and relevance.

Why you should use Flodesk to help create your emails

With Flodesk, you can effortlessly create stunning financial emails that captivate your audience. Its intuitive design tools and beautiful templates empower you to craft professional, engaging emails that not only look great but also deliver your financial insights with clarity and impact.

What is 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 100,000+ businesses around the world, Flodesk provides powerful features in a simple, easy-to-use platform. Plus, enjoy flat-rate pricing—your price stays the same no matter how big your list gets.