Finance Emails: 10 Great Examples (& Other Tips)

In this article, we'll show you 10 email examples for Finance 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 effective and visually appealing emails for your own financial communications.

What should go into Finance emails?

A good Finance email is clear, concise, and tailored to the recipient's financial needs, ensuring that the information is both relevant and actionable. It should also include personalized elements and a strong call to action to guide the recipient towards the next steps.

• Subject Line: The subject line should be direct and informative, such as "Your Monthly Account Summary" or "Important Update on Your Investment Portfolio."
• Personalization: Use the recipient's name and specific financial details to make the email feel more personal and relevant. For example, "Hi [Name], here’s your latest account update."
• Clear and Concise Content: Keep the email brief and to the point, focusing on the most important information. Use phrases like "Your current balance is..." or "We recommend the following actions..."
• Visual Appeal: Incorporate charts, graphs, or icons to make the data easier to understand and more engaging. For instance, a pie chart showing the breakdown of expenses.
• Call to Action: Include a clear and compelling call to action, such as "Review Your Statement" or "Contact Your Advisor." This guides the recipient on what to do next.
• Compliance and Security: Ensure the email complies with financial regulations and includes security reminders. Phrases like "For your security, do not share your account details via email" are essential.

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

10 Finance Email Examples

1) Stripe

Stripe's email effectively communicates product updates, including stablecoin payments and global tax filing, making it a valuable resource for financial professionals. Its clean design, straightforward content, and clear call to action empower users to stay informed and take necessary actions with ease.

2) Going

Going's email stands out with its clean design and straightforward content, making it easy for users to understand and act on the information provided. The email's visual appeal and clear call to action empower recipients to make informed financial decisions effortlessly.

3) Ramp

Ramp's email captures attention with its clean design and straightforward content, making it an excellent choice for financial communications. The clear call to action and organized layout empower recipients to engage quickly and effectively, ensuring they can easily understand and act on the financial information provided.

4) Sofi

Sofi's email, titled "💸 Facing the toughest talk yet...", stands out as a finance email by addressing challenging financial conversations in a relatable and modern way. Its clean design, engaging subject line, and user empowerment features like social sharing and device comparison make it both visually appealing and highly functional for recipients.

5) Coinbase

Coinbase is a leading cryptocurrency exchange platform that allows users to buy, sell, and manage various digital currencies. The company did a good job with this email by providing a clear and concise price alert for Bitcoin, using a clean design and straightforward content to ensure users can quickly grasp the information and take action if needed.

6) TurboTax

TurboTax's email, titled "📎 Set your tax reminders now," exemplifies simplicity and user empowerment by prompting users to stay on top of important tax deadlines. Its clean design and engaging subject line make it visually appealing and easy for recipients to manage their tax responsibilities confidently.

7) American Express

American Express is a global financial services company known for its credit card, charge card, and travel-related services. The email titled "Here's your weekly account snapshot" is effective due to its clean design and straightforward content, empowering users to quickly understand their account status and take necessary actions with ease.

8) Lima One

Lima One offers financing solutions for rental projects, targeting real estate investors and property managers. The email titled "Finance your next rental project with confidence" stands out due to its clear subject line, user-friendly design, and focus on empowering recipients to take actionable steps in their financial endeavors.

9) Arrived

Arrived's email, titled "Last hours to invest for the next expected dividends," features a clean design and straightforward content, making it easy for recipients to understand and act quickly. The email's clear call to action and organized layout empower users to make informed investment decisions with confidence.

10) Wells Fargo

Wells Fargo is a leading financial services company that provides a wide range of banking, investment, and mortgage products and services. The email titled "Your cards can now be used with Paze at online checkout" stands out due to its clean design and straightforward content, making it easy for users to understand and act on the information provided, thereby empowering them to make seamless online transactions.

Why you should use Flodesk to help create your emails

With Flodesk, you can effortlessly create visually stunning finance emails that are both clear and actionable. Our intuitive design tools and customizable templates empower you to craft personalized, engaging content that resonates with your audience, ensuring your financial communications are both effective and aesthetically appealing.

Wrapping Up

Flodesk's intuitive design tools and customizable templates make it easy to create visually stunning finance emails that are both clear and actionable. 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.

In conclusion, using Flodesk can transform your financial communications, making them more effective and visually appealing. Sign up for Flodesk today and elevate your email marketing strategy.