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 before you create your own 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 presented in an easily digestible format. It should also include personalized elements and actionable insights to engage the reader effectively.

• Subject Line: Capture attention with a subject line that is both informative and intriguing. For example, "Your Quarterly Financial Summary" or "Important Update on Your Investment Portfolio."
• Personalization: Use the recipient's name and relevant financial details to make the email feel tailored. Phrases like "Dear [Name], your recent transactions" can make a big difference.
• 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 aesthetically pleasing. Incorporate charts or graphs to visually represent financial data.
• Value Proposition: Clearly state the benefits or important information the recipient will gain. Phrases like "Maximize your savings with our new interest rates" 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, "The best cards to use during the holidays," stands out for its clean design and clear call to action, making it easy for recipients to understand and act on the information provided. Its simplicity and user-focused approach ensure that financial details are presented in an engaging and visually appealing manner, empowering users to make informed decisions effortlessly.

2) Ramp

Ramp's email, "$250 for 10 minutes of your time," is a prime example of effective financial communication. Its direct subject line and clear value proposition make it easy for recipients to understand the benefit, while the responsive design ensures a seamless experience across devices.

3) Sofi

Sofi's email, "Facing the toughest talk yet...," effectively addresses a challenging financial topic with empathy and clarity. Its clean design, personalized subject line, and actionable content make it a strong example of how to communicate important financial information to customers in a way that is both engaging and supportive.

4) Coinbase

Coinbase's email, "Price alert: Bitcoin (BTC) is up ↗ +5.34%," exemplifies effective financial communication by providing real-time, actionable insights in a clean and visually appealing format. Its clear subject line and timely notifications empower users to make informed investment decisions quickly and confidently.

5) TurboTax

TurboTax provides tax preparation software and services, helping individuals and businesses file their taxes accurately and efficiently. The "Set your tax reminders now" email is effective because it uses a clear subject line with an emoji to grab attention, offers timely and relevant information, and features a clean design that makes it easy for users to set important tax reminders, empowering them to stay organized and stress-free during tax season.

6) American Express

American Express's "Here’s your weekly account snapshot" email is a prime example of clear and concise financial communication. Its clean design and straightforward content empower users to stay informed about their account activity, making it easy to manage their finances effectively.

7) Lima One

Lima One is a financial services provider specializing in financing solutions for rental property investments, helping clients finance their projects with confidence. The "Finance your next rental project with confidence" email is effective due to its clear subject line, professional design, and straightforward call to action, making it easy for recipients to understand and engage with the content.

8) Arrived

Arrived offers investment opportunities in vacation rentals, allowing users to invest in properties and earn passive income. The "New Vacation Rental Available Now" email stands out for its clean design, clear calls to action, and timely notification of new investment opportunities, making it easy for users to stay informed and make quick financial decisions.

9) Cleo

Cleo's email, "🚶 Ah sh*t, here we go again," captures attention with its playful, meme-inspired subject line and clean design. The email's clear call-to-action buttons, social sharing options, and user-friendly layout make it easy for recipients to engage with the content and share it effortlessly.

10) Wells Fargo

Wells Fargo is a major American financial services company offering a wide range of banking, investment, and mortgage products. The "Your cards can now be used with Paze at online checkout" email stands out for its clear subject line, professional design, and user-centric messaging, making it easy for recipients to understand and take advantage of the new feature.

Why you should use Flodesk to help create your emails

With Flodesk, you can effortlessly create visually stunning financial emails that are both clear and engaging. Our intuitive design tools and customizable templates empower you to craft professional emails that resonate with your audience, ensuring your financial communications are always impactful and easy to understand.

Wrapping up

Flodesk's intuitive design tools and customizable templates make it easy to create visually stunning financial emails that resonate with your audience. With no need for coding or design skills, you can effortlessly craft, send, and automate emails that engage your audience and drive revenue.

Trusted by over 100,000 businesses, Flodesk helps both 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 provides everything you need for brilliant email marketing—without the complexity.

Ready to elevate your email marketing? Sign up for Flodesk today and start creating impactful financial emails with ease.