Top 8 Email Marketing Tips for Financial Services

Savings accounts, credit cards, loans – well these aren’t kinds of words that excite everyone. Rather finance is considered boring by many. However content can help to make things interesting for financial service providers. Content makes it easier to connect with customers and assisting in their journey with your business through emails. Planning an email marketing strategy for financial services is a tough task as these emails are a lot more professional than e-commerce emails. Financial services across the globe are implementing new ideas and strategies for winning more customers. In this article, we’ll be discussing the tips of Email Marketing for Financial Services.

Tips for Email Marketing for Financial Services

Here are some best email marketing tips to assist you in marketing your business:

1. Create a content-driven newsletter

Newsletters help in building new customer relations and nurturing the existing ones. Your weekly or monthly newsletter should be informative rather than like a salesperson desperately tries to sell his product. Your newsletter should engage your subscribers, Besides it should add to their knowledge. Be specific in your newsletter so that your customers should know what to expect from your brand.

Make sure you focus on the following points:

  • Add social media icons to the newsletter.
  • Make sure that the newsletter is a device responsive.
  • Make sure your newsletter does not contain too much text.
  • Don’t forget to add the unsubscribe option.
  • Test various layouts and formats that your subscribers would appreciate.

2. Use list segmentation

Segment your audience according to their preference or behavior, so that you can send them relevant emails. List segmentation helps you to connect with your customers at every touchpoint in their journey with your business. Segmentation helps you to send relevant emails to relevant customers or prospects at a specific time. You can segregate your email list based on the customer’s busying frequency. You can also make a list of active subscribers and the inactive ones to target them accordingly.

3. Keep it simple

Keep your email simple and up to the point. Always focus on delivering your key message in the most efficient way possible. Make sure you follow the following points:

Subject lines –

Make sure your subject line grabs the recipient’s attention. Keep your subject line short and precise. Use personalization and try creating a sense of urgency.

Call-To-Action Buttons –

Place your CTA’s evenly in the email. CTA’s are your final instructions to readers. Play with words so that they have an impact on your customers.
Create personalized actionable CTA text. Besides this, place your CTA button in the right position with the right color and optimized across all devices.

Call to Action Buttons

4. Don’t forget the mobile

Do your emails look good when opened on a smartphone or tablet? Well, make sure they do. Because according to market research, emails that are not optimized for mobile devices and get deleted by around 80.3% of users. Responsive emails help to increase user engagement and click-through rates.

5. Personalize your emails

Personalization in emails has gone beyond the subject line. Personalization in emails is done by using the available subscriber data within the email content so as to make the content tailored for a particular subscriber.

Here are some tips for personalization in emails:

  • Build customer personas based on their behavior and purchase history to give your subscribers a personalized experience.
  • Make the right use of location and time. Test your emails to know what date and time well for your brand.
  • Setup automated behavioral triggered emails to contact your subscribers at all available touchpoints when they are in the sales funnel.

6. Create Workflows

Reaching out to customers at the right time so that they are led to purchase is our ultimate marketing goal. Whenever you get in touch with customers at different stages a sequence of steps is created. These steps are called email workflow which encourages the customer to repurchase. These workflows engage customers at different touchpoints through a sequence of emails that are automated which saves the marketer’s time.

7. Artificial Intelligence and email marketing

Artificial Intelligence is the future of email marketing. It is now being used in A/B testing, in optimizing the subject line, sending time and frequency so as to create an engaging email which the customer receives at the right time. AI offers detailed campaign analytics and can improve the performance of the campaign by providing better account insights. It helps to identify new customers and engage the existing ones. It helps to know the customer’s behavioral pattern and assist in creating an in-depth buyer persona.

8. Test Test Test!

Keep testing your emails for subject lines, images, content, call to action button to improve your click-through-rates, open rates, and engagement.

Simplifying the complexities linked with finances through content can work wonders for financial service providers. Add a colorful image to the exciting copy, and you have the perfect combo to impress your subscribers. While emails help to put your business on top of the mind of your prospective customers, they aid in creating a lasting relationship with existing customers.

Use Countdown Timer for Emails to drive urgency

Countdown Timer is a live updating timer you can add in your email. A countdown timer for emails uses features that make it easy for marketers to create a sense of urgency for limited time offers. Also, it let subscribers know exactly how long they have to take action.

It’s simple to use, super-fast and doesn’t require any coding on your part. Add the content block like any other within the drag-and-drop email builder, set the expiration date and time, you’re ready to go.

What is Email Countdown Timer?

An email timer is technically an animated GIF that counts down a specific time in the future. In simple terms, we can say that it is the use of a timer in email for an upcoming event.

The ultimate goal of the countdown clock is to make email readers act on the spot so that it doesn’t let them postpone for taking action. To create urgency among customers at a time when there is a product launch, deadline for booking your spot, or end day of sale.

You can use this kind of timer in email as you can see the above image.

Countdown Timer for Emails

Best Practices using Countdown Timer for emails

1. Drive urgency with care

Don’t use a countdown timer in every email. If you do that, your subscribers will grow weary and will come to think that your email marketing as gimmicky. Instead, only use urgency tactics if you have a deadline– or decide to share those deadlines sparingly.

Remember, urgency marketing is not at all marketing.

2. Be Clear

Anytime you have a marketing campaign, clarity is always a goal–but it’s even more important when using Countdown. You’ll want to be sure you are crystal clear about what event or deadline you’re counting down to.

If not, you’ll just frustrate your subscribers so you’ll not able to see results you are looking for.

3. Keep it above the fold.

If you use Countdown below the fold, you’ll send a mixed message. If the deadline isn’t important enough to be the very first thing in your email, what is it doing there at all? It goes back to the first point: You only want to emphasize the urgency. If you really mean it, and if you really mean it then you’ll want the countdown timer to being the first thing in your email.

The main message is urgency, so keep your timer above the fold to attract the most attention and focus from your subscribers.

4. Keep your CTA close by and make it strong.

Emails that drive urgency typically have an increased click-through rate, so you’ll want to have a strong call to action and in close proximity to the timer.

Because you want to make it as easy as possible for your subscribers to visit your site and convert. Don’t make them go searching for the CTA button. Instead, keep a clear, actionable CTA right by the countdown timer to increase your click-through rate even more.

5. Don’t mix your messages.

You don’t want to overwhelm your subscribers. So when you add a dynamic element like Countdown to your emails, make sure it’s the prime focus of the entire message. In order to avoid giving your subscribers motion sickness, minimize the moment in your emails. And don’t include any other animated GIFs.

6. Test, test, test.

Testing is key when it comes to optimizing your emails. Use A/B testing feature to test two variations of your email to see which one works best: one version of your email with Countdown, and one without.

This will help you see which version works best and prove the value of implementing Countdown in your emails along with these practices.

HTML vs Plain text Emails: Which is Best?

If you want the best email deliverability results, an email marketer should choose which format will best suit the intended purpose and Audience. HTML vs Plain Text Emails which is better? This debate has been ongoing in the online marketing world for years now.

In this article, we’ll provide an overview of HTML and plain text emails. We’ll also explore the key differences and benefits of each when it comes to deliverability, user experience, visual display, and brand consistency.

HTML vs Plain text emails: an overview

You may be an experienced digital marketer and yet not be fully versed in the technical base of the email. For this reason, we’ll quickly go over the main differences between HTML vs. plain text emails here. Understanding how back-ends tech works can help in choosing which technology would work better for various marketing initiatives.

Plain Text emails

“Plain text” as a word suggests and is just how it sounds– plain, simple text, without any enhancements. It is text without additional fonts, designs or colors added. With plain text emails, you won’t see additional graphics or embedded multimedia. Even links aren’t embedded in a plain text email.

In the early days of the internet, before web browsers what they are today, email was king. In those early days, all emails were plain text emails.

HTML emails

HTML as we already know stands for Hypertext Markup Language. It’s a way to code a document that lets an HTML reader know how to render certain types of information.

HTML emails have everything plain text emails don’t have: color, style, images, and multimedia. Both HTML emails and Webpages have a similarity. However, it sent’s in people inbox.

Pros and Cons of each Email Type

Now that we have understood each type of emails, let’s take a look at the pros and cons.

Plain text email pros

  • All email clients display plain text emails the same, ensuring consistent delivery.
  • The message appears to be more personal, and not automated.
  • Similarly, some devices like the apple watch handle plain text better than HTML.

Plain text email cons

  • Decreased ability to track email sent.
  • No use of colors, graphics, or formatting. Emails may lake visual appeal.
  • Harder to make a call to actions stand out.

HTML email pros

  • Best tracking ability
  • Colors, graphics, and formatting can be used, adding visual appeal and highlighting products.
  • Call to actions can be made more prominent with buttons, fancy formatting, and more.

HTML email cons

  • Devices like Apple Watch aren’t able to handle HTML well resulting in a jumble of code.
  • Images and graphics, however, be blocked default by some email clients.
  • Emails will place in spam and promotional folders. In addition, with too many HTML elements.

Key differences and benefits of HTML vs plain text emails

While HTML email still has issues, but most notably with compatibility, it still wins in the end. Plain text is often reliable in terms of email deliverability. Still, when it comes to overall user experience, visual display, and brand consistency, HTML stands out.

Here are a few other things to consider:

1. Better Analytics? The winner is an HTML email

HTML emails are better in contrast to plain text when it comes to tracking and analytics. Therefore, you can’t technically track an open rate with a plain text email, because you need an embedded HTML snippet to do it.

2. Accessibility Concerns? The winner is Plain text email

Accessibility is a term that refers to how accessible technology is to people with different abilities. Will your email be accessed by a blind person using a screen reader? For this type of application, plain text works better.

3. Spam concerns? It’s a tie

HTML email may be slightly more likely to end up in a spam box but Similarly, the case is with plain text emails too. Especially when you’re sending them too frequently using a lot of spam languages. In conclusion, reputable ESP lowered its chance for emails filtered into spam.

8 Types of Emails you must use for your Business

How often do you send emails to your users, clients, or customers? But do you know what they want or need? And how do you know what types of emails people want? If you use content to generate new leads, want to sell the solution and teach your customers some new best practices. What’s the most effective way to do this?

Of course Email Marketing! Emails are a marketer’s best friend. According to a recent ExactTarget study we have found that 75% would prefer to receive permission-based promotion email, and 93% of online consumers have provided companies with permission to send an informative email. 

If you have the right email then it can re-engage subscribers, drive traffic, and increase revenue. Here is a list of some types of emails you can to your customers.

What are the different Types of Emails?

Welcome Email

  • Welcome emails are introductory messages outlining your company. So they’re sent to new subscribers.
  • It generates 4x more opens and 5x more clicks in contrast to regular email marketing campaigns.
  • Welcome emails are introductory messages outlining your company. So they sent it to new subscribers.
  • It generates 4x more opens and 5x more clicks in contrast to regular email marketing campaigns.
  • They have a 91.43% open rate
  • 79% of welcome emails are double opt-in.
  • They have a 26.9% click-through rate. (Campaign Monitor)
  • On average it generates up to 320% more revenue per email than other promotional emails.  (Invesp)

Email Newsletter

  • Email Newsletter is used to inform your audience of the latest news, tips or updates about your company or industry.
  • Used by 83% of B2B marketers for content marketing.(Content Marketing Institute)
  • Opened Newsletters receive 2x the ads on the corresponding websites.

New Product Announcement

  • Announcing a new product that might be of interest to specific customers.
  • 63% of the customer like it when the manufacturer offers a new product.
  • The average order value of an email is 3x higher than that of Social Media. (McKinsey)
  • Emails have the highest conversion rate of 66% when compared to social and direct mail for purchases made through marketing messages.

Promotional Email

  • The primary function of a promotional email is to inform about your product or services to potential customers.
  • 72% of people prefer to receive promotional content through email, compared to 17% who prefer social media.
  • Including a CTA button can increase conversion rates by up to 28%.
  • A message is 5x more likely to be seen in email than on Facebook.

Testimonial Email

  • Testimonial emails provide customer testimony for why a company’s product or services are valuable.
  • The majority of B2B marketers considered testimonials as the most effective content marketing tactic.
  • The highest effectiveness rating for content marketing at 89% is through customer testimonials.
  • One study found that customer spends 31% more with businesses that have good client testimonials.
  • Product-specific review content drives search traffic and keyword rankings. 

Re-engagement Email

  • Re-engagement emails are used to appeal cold subscribers and encourage them to re-engage with a brand.
  • An average email decays by 25% every year.
  • 45% recipient who received re-engagement emails read subsequent emails.
  • Acquire new customers costs 6-7x more than to retain one. (Zylotech)

Abandoned Cart Email

  • Abandoned cart emails are sent to shoppers who leave a website without doing any transaction.
  • Over 75% of shoppers leave a site without completing their purchase.
  • 25% of shoppers abandoned the cart because the total item cost is too much.
  • More than 40% of cart abandoned email opens daily.
  • 50% of recipients who engaged with transactional emails completed their purchase.

* Pro-tip: Consider offering a discount on your abandoned cart emails.

Transactional Email

  • Transactional emails provide confirmation or updates on purchases and downloads.
  • It is considered to be most important by email recipients.
  • It can boost revenue by 33%. (Smart Insights)
  • Subscribers spend more than 14.8 seconds in contrast to transactional emails – 185% more than the average email. (Email Monks)
  • These emails get 4-8x more opens and click. (Avari)

Every type of email is different, but however you know various types of marketing emails with statistics to help you with. As long as you send emails that do the same (and you aren’t emailing people 4 times a day on the regular), your customer will love getting these 8 types of emails from you.

6 ways to Build Email List to get new Subscribers

Email Marketing is highly impactful, low-cost way of delivering your marketing messages to current customer and prospects. It helps you to build a relationship with your customers. For running a successful email marketing campaign, you just need to have a great email list. However, if you don’t have a list then this article is for you. Here we will be discussing ways to build an email list to get new Subscribers.

Email Marketing only works if you have a list of people to email. If your email list is short, scant on information, full of errors and that poor-quality data can be worse besides, having no data at all. Without having a good email list, all your digital marketing efforts similarly look to that of wheel spinning.

To be on the winning side of those statistics, you’ll need to get qualified email addresses on your mailing list. Here are a few ways to build your email list.

1. Placement of you Sign up CTA’s

Your Email sign up calls to action (CTA) is the last thing subscribers will see before they bite the bullet and click Sign up. If you don’t have an email sign up form on your website, you need one. If you have one, you need more. To get rid of any friction of getting subscriber, Therefore it is best to use a form field where a user enters their email and that’s it. You can create a form by yourself if you know CSS, but most website builders like WordPress and Squarespace will have the features or plugins that do the work for you. It will give you loads of options for how, where, and when to display sign up filed.


There are plenty of reasons why CTA’s don’t work due to the messaging, the coloring, the placement — the list goes on. If email sign-ups are your top business priority, put your email CTAs in the most prominent areas of the screen:

  • Front and center on your home page
  • In the top menu bar, in the upper-right corner

2. Test your Designs and Copy

So you need multiple CTAs and you need them in multiple places on your site. But also design plays an important role like it’s style, color, font, and button type. CTA totally depends upon the tone of your website and the audience you are trying to reach. Rather than doing guessing, it’s better to conduct user tests and find out for sure.

For CTA designs, A/B tests (or “split test”) works best. An A/B test compares the performance of two variables against different sample sets. For example, an A/B test might show you one version of your CTA with a blue CTA to your half visitors and one version with green CTA to other half visitors, all other factors being the same. Then you can see which converts better.

3. Reassure your Subscriber that you Won’t spam their Email

We bet that you don’t sign up on every email newsletter CTA you come across. You don’t want your inbox full of spam or daily offers on the same product and neither do your visitors. Your CTA microcopy should tell people what exclusive subscribers will receive, but it can be equally as effective to calm your visitors with sign up fears.

The trick to having good microcopy is to keep it micro: it should have clearly stated points. Here are some few examples:

  • “We won’t share your email.”
  • “We only send newsletters once a week.”
  • “Unsubscribe anytime.”

Those few words can make people feel better about signing up. And if you think it’s too obvious to mention, it’s not. The reason it works is that most of us have messed up by giving our email addresses to the wrong people before.

4. Create a Sign-Up Landing Page

The email sign-up CTA is isolated on your main website pages in-between sections without much space for copy or explanation. They get eyeballs but people might also scroll right past them. If you have an entire page dedicated to your email sign up you have the breathing room to add all the content you want without congesting the screen. It’s a great way to shine a light how? your email is so valuable.

The anatomy of a good landing page for emails is fairly basic because you want to keep it simple. Best practices include:

  • Placing the form field CTA front and center
  • Including all the reasons to sign up, such as exclusives or giveaways
  • Extra encouragement, like testimonials or examples of what they’ll get in a newsletter, that you don’t have room for on your main pages

Don’t use a landing page as an excuse not to incorporate CTA’s into your main pages. They serve a totally different aim.

5. Offer Exclusive and Giveaways

You already know how to create an effective email newsletter, but what are you supposed to use it for? Leverage is a good start.

You’ll see an increase in email subscribers if you include exclusive features in your newsletters and other emails. More often this would mean discounts and any special deals, like coupon code or a “member-only” link.

So if you want more email subscribers, offer them something in return for their email address. Give them incentive exclusive deals that they will get visiting your website. And be sure to publicize these email exclusives wherever they’re most visible. Let the world know that not only does this “exclusive” club exist, but also that anyone can join.

The more valuable your content, the more email addresses you’ll get. If you’re deeply established in your niche, you can use that to your advantage by discussing topics your target audience is interested in and can’t find info elsewhere, or answering their most common question how-to guides.

6. Break out the Pen and Paper

If you have a local presence, take advantage of that. Go to frequently trafficked locations or events and let the people know who you are and why they should sign up for your newsletter. As long as you have the right incentive–a free sample, a future discount– it’s not too much to ask for an email exchange.

If you get people to sign up, you have the added bonus of them connecting your newsletter to you, the business owner, which gives it a more personal touch. As long as you’re not a jerk.

Even your is completely virtual, you can still partner with local businesses. Find businesses that are relevant to your audience– they’ll be more likely to want to be your partner and leave sign-up sheets there. In return, you can offer to shout them out in the footer of your website.-

Email Marketing- Pros and Cons of Email Marketing

Many of the Industries now a days using Email Marketing services for the Promotion of their product or services. But some people think that the technique of Email Marketing is dead now a days. Because due to the Pay per Click (PPC) and video advertisement has consume large portion of digital marketing budget for business.

So it might be the wrong assumption of people that the Email Marketing is dead. If you look at the conversion rate of Email Marketing has 6.01% compare to Social Media 1.09% according to those stats.

Email Marketing is the better way to reach out your target Audiences. Although there could be cons with the Email Marketing. But if it is done correctly than it is more effective not to reach out new people or targeted audiences but it can increase the ROI for your business.

In this Article we will be discussing about the Pros and Cons of the Email Marketing Services which we discuss later on. And for those who are not aware of the concept of Email Marketing. So first we will be discussing the concept of Email Marketing.

What is Email Marketing?

Email Marketing is the act or technique of sending commercial messages to a group of people via Email. In simple terms we could say that it is the Marketing of your product or services by sending an Email.

In our day to day life we are receiving many Emails related to Email Marketing like the promotion, launching and new arrivals of product and services that we have received till date. Also it is used for sending the Email Newsletter for their targeted Audience to keep them aware about the new updates of the Business is offering.

Email Marketing is the best and affordable of promoting a product if it is done in a right way. In the next paragraph we will be discussing about it’s pro’s and con’s of Email Marketing.

Pros And Cons of Email Marketing

Through this above given paragraph will let you know about the Pros and cons Email Marketing.


Strategy to Boost Sales in B2B Email Marketing

When it comes to marketing, there are different companies who have strategies to create lead generation, branding and drive sales conversation. First of all you should know what are your goals, whom you are addressing and who is your ideal customer or business partner. You have your business plan ready but you don’t know what channels of communication to choose to derive sales for business campaigns.

A small local business need a word of mouth strategy to run the business. But when it comes to comprehensive marketing strategy where you have to reach who don’t know your existence in market.

The one thing that every marketer should know about his potential customer. Most of the customer are on Social Media where they just see post or avid blog reader but most of them use email regularly. Regardless what people thing about emails but it is the reliable thing for business. When it comes to B2B email is the quickest and effective way of communication of transferring information. And therefore we could say that Email Marketing is profitable and effective.

Here are Some tips for B2B Email Marketing but first of all we will discuss the concept of B2B Marketing.

What is B2B Marketing?

Business to Business Marketing or B2B Marketing is the most commonly known concept. It involves the selling of product one company to other company by meeting their needs. To better understand this concept let’s explain with an example. Suppose you have a business of Supplying Raw Materials of Cotton. In order to reach out your customer you need to contact them and market your business in professional manner. Who will be clients for your business? The client for your business would be the manufacturer who needs your Raw Material To produce the finished goods of their product. If you want to sell more than you have to market your business to other business.

Strategy to Boost B2B Email Marketing


Tips for Successful B2B Email Marketing Strategy

There are Some tips of B2B Email Marketing which would be effective to drive B2B Sales and B2B Lead generation.

1. Know about your clients and understand the difference

In Business to Business marketing model or any other form of marketing model you need to understand your clients and customer. In B2C the customer we would deal is different from B2B because in B2C the customer are less informed what they are buying. But in B2B form of business we would find more rational customer so we should act differently than B2C customer. The B2C customer made their rational decision what they need and need quality of product at an affordable price.

2. Pay Attention to Email Header

If you want to boost your sales for your B2B Email Marketing business than your content must be suitable for your audience but to attract them you need to work on email headers. Most of the user get attracted towards the Heading of the Email which grabs their attention to read the content. So make the heading appropriate for your user

3. Keep your Email Short

We have seen most of the Businesses sending mail to us and that to the long Emails. So keep your mails simple as possible so that you will able to get better response for your campaign. The idea here is to aware the clients what offers you are giving to them. If they find it interesting than they would visit the website to know your plans.

4. Personalize your Email

In Email Marketing if you are sending the Email to your client or whether to your customer. The first and foremost thing is to personalize your emails. By creating the power of personalization you will make them feel special and exclusive which increases the chance for them doing business with you.

5. Selecting the Delivering Service

There are many service provider which provides you with the professional emails. So choose your email Service Provider wisely. And keep doing research about the Email Service provider wisely. So that you will able to increase the sells for your business

6. Keep Repeating the Successful Email Campaigns

Once you have made the Email Campaigns and it runs successfully so you can repeat your successful Email campaigns with new clients or to those who have not purchase your product or service. Sending repeated mail not only increase your sales but also it will give more room to understand your prospect.


Today Email has become the most important mode of communicating with people whether you are doing personal communication or professional communication. Every Business used to send mail for increasing the engagement of the customers. And also user have the habit of checking up each email so the Email Marketing proves to be the Effective Strategy. Email Marketing has proven out to be effective marketing strategy whether we address individual customer or business customer. You can rely on Email Marketing to build Business Relation with your client which in turn may increase your sale. I have mention the important points to keep in mind before you starting your marketing campaign.