Email Marketing Services For Financial Advisors & Institutions

Time is money, and the key to fostering long-term relationships and reaching new clients is through timely – and secure! – communication. When it comes to email marketing for financial institutions, the email experts at iContact ensure your finance-related messages reach the right customers, at the right time.

email marketing for finance

iContact introduces email marketing for financial advisors to build success

Whether you’re a bank, credit union, insurance broker, or independent financial advisor, iContact knows which platform features matter most for delivering financial advice and organizing events.

Segment clients by type, and automate message sending

Segment contacts by “type” and start sending the right message to the right people. Segment audiences by current client, prospective customer, budget limitations, age, geography, financial interests, and more. Then use our automated workflows to auto-send messages based on triggers – like signing up for your newsletter, opening certain emails, delivering transactional emails, and more!

Use sign-up forms to gather relevant info about your clients

Our newsletter opt-in forms are customizable and can be embedded on your website and social channels. Ask for more than just a client’s name and email address; you can customize our sign-up forms to include fields for age, gender, location, salary, marital status, financial interests, budget limitations, and more. Knowing more about your subscribers allows you to deliver relevant messages into their inboxes.

A/B test to optimize your CTR with email marketing for financial advisors

Our A/B testing feature allows you to easily create multiple versions of a message, and preview which performs best after sending to a small sample of your subscribers. Test which subject lines or email templates are more effective, and we’ll automatically send the “winning” version of your message. Many of our competitors don’t offer split testing for free!

Easy-to-edit financial services templates

Our drag-and-drop templates require no HTML experience, and as many different users as you’d like can have access to your account for free – so multiple departments can send messages while reflecting your company’s brand. Save your custom colors, fonts, and images in our feature-rich editor, and make copies of your favorite templates to re-use with ease.

Most financial institutions need help with...

Cleaning up their email list! With the help of our on-staff email experts, iContact can help you strategically cull your contacts, reduce SPAM reports, increase subscriber engagement and open rates, and ultimately improve your inbox placement. And with a deliverability rate of 98% on average, we outperform all of the others.

Financial organizations love iContact's email consultants

Banks and financial service professionals know that a poor email strategy leaves money on the table. That’s why they love using iContact’s easy and affordable products and consultant services. (You will, too!)

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Strategic Advisors
Get personalized, one-on-one advice from our strategic advisors that will help you reach your email marketing goals.
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Deliverability Services
Get guidance from our team on how you can improve your deliverability and ensure that your emails make it to the inbox.
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Email Design Services
Get custom, beautiful designs from our team that will catch your subscriber’s attention and help your emails stand out.

Banks. Credit unions. Insurance brokers. Independent financial advisors.

Sending messages to different client groups is easy with our segmentation tools. And with unlimited user profiles, members of different departments can easily use iContact to create, save, and send their emails independently of each other.

“I liked being able to send out regular communications with our followers and interested parties. I had never sent out an email newsletter and so I liked this software, especially the feature which allowed me to send myself a sample/draft version and review it. I reached out for customer support/service multiple times and was always happy with the outcome of my requests. ”

“iContact has been a valuable asset to my team and I could not have asked for an easier integration. This software has been an amazing service to my team. My contact was very helpful and informative in my current and future needs with iContact.”


SUPPORT

Need additional support with email marketing for financial advisors? No problem.

Learn more about our team of dedicated email consultants and the services they can provide your organization.

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Start your iContact journey today

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