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10 Finance Email Examples Examples and Tips

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In this article, you'll find 10 email examples for finance that have been sent to customers by various companies. Seeing these examples can help you create effective and visually appealing finance emails for your own audience.

What should go into finance emails?

A good finance email is clear, concise, and visually appealing, ensuring that complex financial information is easily digestible. It should also include personalized elements to build trust and engagement with the recipient.

  • Clear Subject Line: Use straightforward language like "Your Monthly Statement" or "Investment Portfolio Update" to immediately convey the email's purpose.
  • Personalized Greeting: Address the recipient by name to create a personal connection, such as "Dear John," or "Hi Sarah,".
  • Concise Content: Keep the message brief and to the point, using phrases like "Here's a quick update on your account" or "Your recent transactions at a glance."
  • Visual Elements: Incorporate charts, graphs, and icons to make financial data more engaging and easier to understand.
  • Call to Action: Include a clear and compelling call to action, such as "Review Your Statement" or "Contact Your Advisor."
  • Security Assurance: Reassure the recipient with phrases like "Your information is secure" or "We prioritize your privacy."

Let's jump into it!

1. Stripe

Stripe is a technology company that builds economic infrastructure for the internet, enabling businesses of all sizes to accept payments and manage their operations online. The email from Stripe is a good finance email because it effectively communicates important updates and new features, such as stablecoin payments and global tax filing, in a clear and concise manner, making it easy for recipients to understand and benefit from the new offerings.

2. Going

Going's email titled "The best cards to use during the holidays" is a good finance email because it provides clear and actionable advice on selecting the most beneficial credit cards for holiday spending. The email's concise and informative content helps recipients make informed financial decisions, enhancing their holiday shopping experience.

3. Ramp

Ramp's email titled "$250 for 10 minutes of your time" is a good finance email because it offers a clear and attractive incentive, capturing the recipient's attention and encouraging participation. This approach promotes customer interaction and builds a positive association with the brand by offering tangible value.

4. Sofi

Sofi is a financial services company that provides a range of products including loans, investment options, and banking services. The email titled "đź’¸ Facing the toughest talk yet..." stands out as a finance email because it addresses a significant financial topic in an engaging and impactful manner, capturing the audience's attention with its relevant content.

5. Coinbase

Coinbase is a cryptocurrency exchange platform that allows users to buy, sell, and manage various cryptocurrencies, including Bitcoin. The email was effective because it provided timely and relevant information to the recipient, alerting them to a significant price increase in Bitcoin, which likely prompted immediate engagement and kept users informed about market movements.

6. TurboTax

TurboTax is a service that assists users with tax preparation and filing. The email titled "đź“Ž Set your tax reminders now" is a good finance email because it prompts users to take immediate action with a clear call to action, leveraging TurboTax's brand recognition to build trust and encourage timely tax management.

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 because it provides a concise and clear overview of the user's account, including key information such as account balance and recent transactions, helping users stay informed and in control of their finances.

8. Lima One

Lima One is a company that offers financial services, specifically aimed at helping clients finance their rental projects with confidence. The email is a good example of a finance email because it features a clear subject line that immediately conveys its purpose and includes a professional presentation that builds trust, along with a call-to-action that encourages recipients to take the next step.

9. Arrived

Arrived's email titled "đź“Ł Last hours to invest for the next expected dividends! đź“Ł" effectively captures attention with its urgent and clear subject line. The email's clean design, featuring a standard sans-serif font and well-organized layout, ensures that the message is easily readable and visually appealing, making it a good example of effective email communication.

10. Wells Fargo

Wells Fargo is a 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" is a great finance email because it clearly communicates a new feature in a concise manner, ensuring that recipients immediately understand the benefit and how to use it.

Why you should use Flodesk to help create your emails

With Flodesk, you can effortlessly design stunning finance emails that captivate your audience and simplify complex information. Its intuitive interface empowers you to create visually appealing, personalized emails that build trust and engagement, ensuring your financial updates are both beautiful and effective.

What is Flodesk

Flodesk is the world’s most intuitive email marketing platform, designed to help small businesses grow, nurture and monetize their list—beautifully. Create, send and automate emails that expand your reach and boost sales, with no coding or design skills required. Trusted by over 100,000 businesses worldwide, Flodesk is the top choice for creatives who want powerful features without the hassle of clunky tools. Plus, with flat-rate pricing, you’ll never be penalized for growing your list.

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Stunning email marketing and automation tools to bring your brand to life and scale your small business.

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Flodesk Team
ABOUT THE AUTHOR
Flodesk Team

Flodesk Team is passionate about empowering entrepreneurs and businesses to create stunning, effective emails. With expertise in email marketing, automation, and design, we’re here to share insights, tips, and strategies to help you grow your brand.

Discover what you can do with Flodesk

Stunning email marketing and automation tools to bring your brand to life and scale your small business.

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