Banking Emails: 10 Great Examples (& Other Tips)

In this article, you'll find 10 email examples for Banking that have been sent to customers in the past from different companies. Seeing these examples can help you understand effective strategies and design choices before creating your own emails.

What should go into Banking emails?

A good Banking email is clear, concise, and personalized, ensuring that the customer feels valued and informed. It should include essential information, such as account updates or new offers, while maintaining a professional yet approachable tone.

• Subject Line: Capture attention with phrases like "Exclusive Offer Just for You" or "Important Account Update".
• Personalized Greeting: Use the customer's name to create a personal connection, e.g., "Dear John,".
• Clear Purpose: State the email's intent upfront, such as "We are excited to inform you about our new savings plan".
• Relevant Content: Include information that is directly useful to the customer, like "Your new credit card has been shipped" or "Earn more with our new interest rates".
• Call to Action: Encourage the customer to take the next step with phrases like "Sign up now" or "Learn more about your benefits".
• Professional Sign-off: End with a courteous closing, such as "Best regards, Your Bank Team".

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

10 Banking Email Examples

1) Lyft

Lyft's email, titled "You're In! Earn a Monthly $5 Credit," effectively captures the recipient's attention with a clear and enticing subject line. This email is a good example of a Banking email because it combines a personalized offer with a straightforward call to action, encouraging the customer to engage with the service and feel valued.

2) Butter & Crust

Butter & Crust's email, titled "Baking Your Days Brighter," stands out as a good Banking email due to its engaging subject line and personalized content. The email effectively combines a warm, inviting tone with clear, actionable information, making the recipient feel valued and informed about relevant offers and updates.

3) Greenlight

Greenlight's email, titled "Smiles Davis, score a $30 bonus," is a great example of a Banking email because it offers a clear and enticing reward that encourages customer engagement. The personalized subject line and direct mention of the bonus make the email appealing and effective in fostering a positive relationship with the brand.

4) Venmo

Venmo is a service that allows users to make and share payments with friends. The email stands out as a Banking email because it is a personalized communication from Venmo, offering a credit card to a user based on their account history, which effectively engages the customer and promotes financial products.

5) Capital One

Capital One is a financial institution that offers a range of banking and credit products, including credit cards, savings accounts, and loans. The email was effective because it directly addresses the recipient by name ("Smiles Davis"), creating a personalized experience. The subject line is clear and enticing, informing the recipient that their virtual card is ready, which can prompt immediate action.

6) Credit Karma

Credit Karma is a company that provides free credit scores, reports, and insights to help users understand and improve their credit health. The email from Credit Karma is a good Banking email because it engages the recipient by highlighting their proximity to a significant credit score milestone (800), encouraging users to take actions that improve their credit, thereby fostering a sense of achievement and loyalty towards the service.

7) ClearScore

ClearScore's email, titled "Your 2022 timeline is ready – take a look," effectively engages recipients by offering a personalized summary of their financial activities over the past year. This approach not only provides valuable insights but also encourages users to interact with the content, making it a highly relevant and effective Banking email.

8) Kiwi Wealth

Kiwi Wealth is a financial services company specializing in wealth management and investment services. The email titled "A little bit often, can go a long way, Smiles Davis" is a good example of a Banking email due to its engaging and personalized subject line, which suggests a tailored approach to financial advice, encouraging consistent, small investments or savings.

9) Tarla

Tarla's email, titled "It's Black Friday at Tarla," stands out with its bold and eye-catching design, featuring a striking use of color and typography that immediately grabs attention. The clear and concise layout, combined with a compelling call to action, makes it an effective and engaging email that encourages recipients to take advantage of the Black Friday deals.

10) Ando

Ando's email, titled "Be Green About Your Taxes," effectively captures the recipient's attention with its environmentally conscious message, promoting sustainable financial practices. This email stands out as a great Banking email due to its clear and relevant subject line, which not only informs but also engages the recipient by aligning with their values and encouraging eco-friendly actions.

Why you should use Flodesk to help create your emails

With Flodesk, you can effortlessly create stunning Banking emails that captivate your audience with their aesthetic appeal and simplicity. Empower yourself to design personalized, professional emails that not only inform but also engage your customers, making every interaction a memorable experience.

What is Flodesk?

Flodesk is the most intuitive email marketing platform for small businesses, designed to help you grow, nurture, and monetize your email list beautifully. Easily create, send, and automate emails that increase your reach and drive sales—no coding or design experience needed. Trusted by over 100,000 businesses globally, Flodesk offers powerful features without the hassle of complicated tools. Plus, with flat-rate pricing, your costs stay the same no matter how big your list grows.