10 Best Financial Email Examples and Tips

In this article, you'll find 10 email examples for financial services that have been sent to customers by various companies. Reviewing these examples can help you create effective and visually appealing financial emails for your own audience.

What should go into financial emails?

A good financial email is clear, concise, and visually appealing, ensuring that complex financial information is easily digestible. It should also build trust by using professional language and providing actionable insights tailored to the recipient's financial needs.

• Clear Subject Line: Use phrases like "Your Monthly Statement" or "Investment Portfolio Update" to immediately convey the email's purpose.
• Personalized Greeting: Address the recipient by name, such as "Dear John," to create a personal connection and make the email feel more relevant.
• Concise Content: Keep the message brief and to the point. Use bullet points or short paragraphs to break down complex information, like "Your account balance is $5,000" or "Your investment has grown by 10% this quarter."
• Visual Appeal: Incorporate charts, graphs, and icons to make financial data more engaging and easier to understand. For example, a pie chart showing expense categories.
• Actionable Insights: Provide clear next steps or recommendations, such as "Consider increasing your savings rate" or "Schedule a meeting with your advisor."
• Trust-Building Elements: Include disclaimers, security tips, and contact information to reassure the recipient of the email's legitimacy and your commitment to their financial well-being.

Let's jump into it!

1. Going

The email titled "The Best Cards to Use During the Holidays" is a prime example of a well-crafted financial email. It effectively combines clear, actionable advice with visually appealing elements, making it easy for recipients to understand and act on the financial recommendations provided.

2. Ramp

The email from Ramp, titled "$250 for 10 Minutes of Your Time," stands out for its clear and enticing subject line, which immediately grabs the recipient's attention. Its concise content and straightforward call-to-action make it an effective financial email, encouraging recipients to engage without overwhelming them with information.

3. Sofi

The email from Sofi, titled "Facing the Toughest Talk Yet," is a compelling example of effective financial communication. It combines empathetic messaging with clear, actionable advice, making it easier for recipients to navigate challenging financial conversations.

4. Coinbase

Coinbase's email, titled "Price Alert: Bitcoin (BTC) is up 5.34%," stands out for its timely and relevant financial updates, which keep users informed about significant market movements. Its clear and concise messaging ensures that recipients can quickly grasp the essential information and make informed decisions about their investments.

5. TurboTax

TurboTax's email, titled "Set Your Tax Reminders Now," effectively combines a clear call-to-action with a visually appealing design, making it easy for recipients to stay on top of their tax deadlines. The company excels in this email by providing timely and relevant reminders, ensuring users are well-prepared for tax season without feeling overwhelmed.

6. American Express

American Express's email, titled "Here's Your Weekly Account Snapshot," excels in providing a clear and concise summary of the recipient's account activity. Its visually appealing design, combined with easy-to-understand financial data, ensures that users can quickly grasp their financial status and make informed decisions.

7. Lima One

Lima One's email, titled "Finance Your Next Rental Project with Confidence," effectively combines a clear call-to-action with visually appealing elements, making it easy for recipients to understand their financing options. Its concise and targeted messaging ensures that potential clients can quickly grasp the benefits and take the next steps with confidence.

8. Arrived

Arrived's email, titled "☀️ New Vacation Rental Available Now," is a compelling example of a financial email that effectively promotes a new vacation rental. Its clear subject line and targeted call-to-action make it easy for recipients to understand the offer and take immediate steps, enhancing user engagement and driving bookings.

9. Cleo

Cleo's email, titled "Ah sh*t, here we go again," stands out with its bold and attention-grabbing subject line, immediately engaging the recipient. The email's clean design, featuring a modern font and well-structured layout, ensures that the content is easy to read and visually appealing, making it an effective communication tool.

10. Wells Fargo

Wells Fargo's email, titled "Your Cards Can Now Be Used with Paze at Online Checkout," effectively informs customers about a new feature that enhances their online shopping experience. Its clear and concise messaging, combined with a straightforward call-to-action, ensures that recipients can quickly understand the benefits and start using the new feature immediately.

Why you should use Flodesk to help create your emails

With Flodesk, you can effortlessly design stunning financial emails that captivate your audience and build trust. Its intuitive interface empowers you to create visually appealing, professional emails that simplify complex financial information, ensuring your message is both clear and engaging.

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.

Email examples sourced from reallygoodemails.com