Financial Services Archives

6 Real Life Examples of Financial Services Emails That Don’t Use a “One Size Fits All” Approach

Oct. 16, 2019 / By Casey Martin

Read about 6 different examples of financial services emails that do a good job of speaking to specific customer personas.

What Traditional Financial Services Firms Can Learn About Email from FinTech

Sep. 25, 2019 / By Casey Martin

Discover what traditional financial services firms like banks and brokerages can learn from FinTech companies when it comes to email marketing.

5 Ways to Optimize Your Financial Services Emails for Mobile Devices

Aug. 14, 2019 / By Casey Martin

Discover 5 ways to ensure that your financial services emails are opened, read, and acted on by customers receiving them on mobile devices.

5 Ways to Personalize Your Next Financial Services Email Campaign

Jul. 1, 2019 / By Casey Martin

Here are 5 powerful ways you can personalize your next financial services email campaign beyond simply inserting someone’s first name in the subject line.

5 Email Missteps That FinTech Companies Need to Avoid

Jun. 17, 2019 / By Casey Martin

Study up on five all-too-common mistakes that many FinTech companies make when it comes to email but which you should be able to easily avoid.

FinTech Email Onboarding: Are You Doing All You Can With Your Campaigns?

Jun. 3, 2019 / By Casey Martin

Take a look at some of the biggest challenges of building a FinTech email onboarding program and best practices to address those challenges.

5 Email Tips Insurance Providers Should Keep in Mind

May. 31, 2019 / By Casey Martin

Read up on five email best practices insurance providers should keep in mind when building an email strategy to communicate with customers.

7 Types of Fintech Email Notifications

May. 29, 2019 / By Casey Martin

Discover the 7 types of Fintech email notifications companies use to communicate and build relationships with their customers.

4 Ways FinTech Unicorns Drive User Growth With Triggered and Transactional Emails

May. 24, 2019 / By Casey Martin

Explore 4 examples of the ways current FinTech unicorns are using triggered and transactional emails to help drive their growth.

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Financial Services