Finance Emails: 10 Great Examples (& Other Tips)

In this article, you'll find 10 email examples for Finance that have been sent to customers by various companies. Reviewing these examples can help you 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 visually appealing, ensuring that complex financial information is easily digestible. It should also build trust by using professional language and providing actionable insights or updates.

• Subject Line: Capture attention with phrases like "Your Monthly Statement is Ready" or "Important Update on Your Account."
• Greeting: Use a personalized greeting such as "Dear [Customer Name]," to make the email feel more personal and engaging.
• Introduction: Start with a brief overview of the email's purpose, like "We are excited to share your latest financial summary" or "Here's an important update regarding your account."
• Main Content: Clearly present the key information, using bullet points or short paragraphs. For example, "Your account balance is $5,000" or "Your recent transactions include...".
• Call to Action: Encourage the recipient to take action with phrases like "Review your statement now" or "Contact us for more details."
• Closing: End with a professional yet friendly closing, such as "Thank you for choosing [Company Name]" or "We appreciate your business."

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

10 Finance Email Examples

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 is effective for finance because it delivers comprehensive updates on product features, introduces new payment options like stablecoin, and offers solutions for global tax filing, ensuring businesses stay informed on essential financial tools and compliance.

2) Going

Going's email titled "The best cards to use during the holidays" is a good Finance email because it provides timely and relevant financial advice, helping customers make informed decisions about their holiday spending. By recommending the best credit cards, the email offers practical solutions that can lead to better financial management during a high-expenditure period.

3) Ramp

Ramp's email with the subject "$250 for 10 minutes of your time" is a compelling example of effective financial communication. It grabs the recipient's attention with a clear and enticing incentive, making it easy for customers to understand the value of engaging with the email.

4) Sofi

Sofi is a financial services company. The email stands out due to its engaging subject line "💸 Facing the toughest talk yet..." which likely addresses a common financial concern or challenge, making it relatable and attention-grabbing for the audience.

5) Coinbase

Coinbase is a popular 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 captured their attention and prompted them to take action, such as checking their Coinbase account or making a trade.

6) TurboTax

TurboTax is a service that assists users with tax preparation and filing. The email titled "📎 Set your tax reminders now" is a good Finance email because it provides timely reminders for tax obligations, helping users stay organized and compliant with their financial responsibilities.

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 summary of the user's account, helping them stay informed about their financial status and fostering customer engagement and trust by offering valuable information in a straightforward manner.

8) Lima One

Lima One is a company that provides financial services specifically tailored for rental projects. The email is a good example of a Finance email because it features a clear and informative subject line, "Finance your next rental project with confidence," and offers targeted content that is highly relevant to its audience, making it easy for recipients to understand the email's purpose and take action.

9) Arrived

Arrived's email titled "📣 Last hours to invest for the next expected dividends! 📣" effectively captures attention with its urgent and engaging subject line. The email's clean design, clear font, and structured layout make it easy to read and navigate, enhancing the overall user experience and encouraging prompt action from recipients.

10) Wells Fargo

Wells Fargo is a financial services company that offers a comprehensive 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 and useful feature, enhancing the customer experience by providing relevant and actionable information.

Why you should use Flodesk to help create your emails

With Flodesk, you can effortlessly create stunning Finance emails that captivate your audience with their aesthetic appeal and simplicity. Empower yourself to design professional, visually engaging emails that clearly communicate financial updates and insights, ensuring your message stands out and resonates with your recipients.

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.