Financial Emails: 10 Great Examples (& Other Tips)

In this article, we'll show you 10 email examples for financial services that have been sent to customers in the past from different companies. Seeing these examples can help you understand what works and what doesn't, making it easier to create your own effective financial emails.

What should go into Financial emails?

A good financial email is clear, concise, and tailored to the recipient's needs, ensuring that complex financial information is easily understood. It should also include personalized elements and actionable insights to engage the reader effectively.

• Subject Line: Craft a compelling subject line that grabs attention and hints at the email's value. For example, "Your Monthly Financial Summary" or "Important Update on Your Investment Portfolio."
• Personalization: Use the recipient's name and reference specific financial details relevant to them. Phrases like "Dear [Name], your recent transaction" or "Based on your investment profile" can make the email feel more personal.
• Clear Call to Action: Include a straightforward call to action that guides the reader on what to do next. Examples include "Review Your Account" or "Schedule a Consultation."
• Visual Appeal: Use clean, professional design elements to make the email visually appealing. Incorporate charts, graphs, or icons to break down complex information.
• Value Proposition: Clearly state the benefits or value the recipient will gain. Phrases like "Maximize your savings with our new plan" or "See how your investments are performing" can be effective.
• Compliance and Security: Reassure the recipient about the security of their financial information. Include statements like "Your data is secure with us" or "We comply with all financial regulations."

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

10 Financial Email Examples

1) Going

Going's email stands out with its clean, professional design and user-friendly layout, making it easy for recipients to navigate and understand the content. Its clear call to action and personalized elements ensure that users feel valued and empowered to take the next steps in managing their finances effectively.

2) Ramp

Ramp's email is a prime example of effective financial communication, featuring a clean design and a clear call to action that encourages user engagement. Its straightforward layout and personalized elements make it easy for recipients to understand and act on the information, empowering them to manage their finances with confidence.

3) Sofi

Sofi's email, titled "💸 Facing the toughest talk yet...," is a prime example of effective financial communication. Its empathetic subject line and clean, user-friendly design make it easy for recipients to engage with and understand important financial information, empowering them to take control of their finances confidently.

4) Coinbase

Coinbase's email, featuring a price alert for Bitcoin, stands out with its clean design and straightforward layout, making it easy for recipients to quickly grasp important financial updates. The email's simplicity and clear call to action empower users to stay informed and make timely decisions about their investments.

5) TurboTax

TurboTax provides tax preparation software that helps individuals and businesses file their taxes efficiently and accurately. The company did a good job with this email by using a concise, actionable subject line and a clean design that makes it easy for recipients to set their tax reminders, empowering them to stay organized and avoid missing important deadlines.

6) American Express

American Express's email, titled "Here's Your Weekly Account Snapshot," exemplifies simplicity and user empowerment with its clean design and clear layout. The email's straightforward presentation of account information makes it easy for recipients to stay informed and manage their finances confidently.

7) Lima One

Lima One's email, titled "Finance your next rental project with confidence," effectively addresses the specific needs of real estate investors by offering tailored financial solutions. Its clean, professional design and clear call to action empower recipients to confidently take the next steps in financing their rental projects.

8) Arrived

Arrived is a platform that enables individuals to invest in real estate properties with ease, democratizing property investment by allowing users to buy shares in rental homes and earn passive income. The email's clean design, clear language, and actionable insights make complex financial information accessible, empowering users to make informed investment decisions confidently.

9) Cleo

Cleo's email, titled "Ah sh*t, here we go again," features a clean and straightforward design that makes it easy for recipients to engage with the content. The email's simplicity and clear call to action empower users to take the next steps confidently, ensuring they stay informed and proactive in managing their finances.

10) Wells Fargo

Wells Fargo's email, titled "Your cards can now be used with Paze at online checkout," effectively communicates a valuable update to its customers. The email's clean design, clear call to action, and straightforward layout make it easy for recipients to understand and act on the information, empowering them to enhance their online shopping experience with confidence.

Why you should use Flodesk to help create your emails

With Flodesk, you can effortlessly create visually stunning financial emails that are both simple and effective. Our intuitive design tools and customizable templates empower you to craft personalized, engaging emails that resonate with your audience and drive action.

Wrapping Up

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 financial emails doesn't have to be complicated. Sign up for Flodesk today and start crafting emails that resonate with your audience and drive action. Get started with Flodesk.