Email is still one of the most effective channels for client engagement. Whether you’re onboarding new traders, nurturing leads, or reactivating dormant accounts, the right email at the right time can drive serious results.
The good news? You don’t have to reinvent the wheel. By learning from what already works across the industry, you can launch high-impact email campaigns that convert.
In this article, we’ll walk you through 10 essential email templates every broker or trading platform should have in their arsenal. Each one is designed for automation and optimised to move your prospects and clients forward.
Let’s dive in.
Welcome Email
This one’s a no-brainer. The moment a prospect signs up, they should receive a clear, friendly, and well-crafted welcome email. This is your first impression—don’t waste it with a bland, generic template.
Use this email to show them how to get started and what to expect. Offer a concise guide to help them explore your platform and highlight key features that bring value quickly. Keep it light, easy to digest, and personalised.
Audience: New Leads
When to send: Immediately after sign-up
Goal: Encourage first login and drive activation
If you need inspiration, have a look at eToro’s onboarding emails
Verification Reminder
The KYC process is one of the biggest friction points in your funnel. While top-of-funnel users might hesitate, a well-written reminder email can move them one step closer to becoming active, verified clients.
Don’t just nudge them to “complete verification.” Use this email to explain why it matters. Reassure them about security, highlight your commitment to compliance, and show how easy the process is. Let them know what documents they’ll need, how long it takes, and where to turn for help. Make the experience feel smooth, not bureaucratic.
Audience: New Leads stuck at verification
When to send: 2–3 days after registration if not verified
Goal: Move users from lead to verified client
Demo Traders
Demo accounts are an essential onboarding tool, but many users get stuck in “demo mode” forever. Even profitable demo traders may hesitate to take the leap.
This is your chance to engage them with targeted messaging. Use email automation to highlight the benefits of live trading, offer limited-time incentives, or share success stories of traders who made the switch. Be encouraging, not pushy—and make it clear that real results only come with real risk.
Audience: Profitable Demo Traders
When to send: 2–4 weeks after demo signup
Goal: Convert demo users to live traders
Daily Market Updates
Day traders live and breathe the markets. But with the flood of information out there, they don’t need more noise—they need clarity.
If you can provide daily insights that cut through the clutter and highlight what really matters, you’ll become a go-to source. Leverage your internal research and analyst team to deliver short, actionable updates your clients can actually use. Keep it focused on trading opportunities, risk factors, and major market moves.
Make this an opt-in feature: traders who want it will love it. Those who don’t, shouldn’t be flooded with daily emails.
Audience: Active Day Traders
When to send: Daily, early in the trading day
Goal: Boost platform activity and long-term retention
Volatility Alerts
Some market events require immediate attention, e.g. surprise earnings results, central bank decisions, or major geopolitical shifts.
Segment your audience—crypto traders, equity swing traders, indices scalpers—and deliver tailored alerts that actually matter to them. These should be short, urgent, and relevant. Don’t just automate every 5% price move; use a hybrid system where AI tools help detect potential alerts, and your team approves what’s truly impactful.
Bonus tip: Don’t limit these to email. Combine with mobile push, in-platform notifications, or even social media posts for real-time engagement.
Audience: Segmented based on asset preferences
When to send: Ad-hoc, based on significant events
Goal: Increase trading frequency and brand relevance
Dormant Clients
Every broker has them: clients who went inactive and never came back. But with the right message, you can win a portion of them back.
Send a friendly “Here’s what you missed” email after a few months of inactivity. Show major updates in your platform, new features, or highlight movements in their previously traded assets. If they used to trade Gold, show what happened to Gold. If they were into crypto, point out recent market trends they might care about.
Make it personal. Make it easy for them to jump back in.
Audience: Clients inactive for 90+ days
When to send: After 3 months of no activity
Goal: Reactivation and renewed engagement
“Sad to See You Go”
You won’t retain every client and that’s okay. But how you handle an exit speaks volumes about your brand.
Send a polite and personal email a week after the account is closed. Ask for feedback. Was it a bad experience? Lack of time? A better offer from a competitor? You’ll gain valuable insights and show former clients that you care without trying to hard-sell them on coming back.
Use this feedback to identify friction points, improve your service, and win a few back, occasionally.
Audience: Clients who closed their accounts
When to send: 1 week after termination
Goal: Gather feedback, maintain a positive brand impression
Online Reputation
Most people don’t leave reviews unless they’re angry. If you want a fair and balanced picture of your customer experience online, you need to be proactive.
Ask happy, active clients to leave a review. Especially after a positive interaction or when they’ve achieved a trading milestone. Make it easy. Include direct links to your review profiles and offer a “thank you” for their time.
This simple step helps boost your online credibility and supports acquisition efforts.
Audience: Satisfied, active clients
When to send: After positive interactions or milestones
Goal: Improve online reputation and review score
Refer a Friend
Referral marketing still works, especially in niche communities like online trading.
Encourage loyal users to refer friends and colleagues to your platform. If regulations allow, offer incentives such as bonuses, trading credits, or tiered rewards. Make sure the process is simple, trackable, and transparent. Celebrate your top referrers and show appreciation for their trust.
Audience: Active clients with solid trading history
When to send: Ongoing, or after strong engagement
Goal: Drive new client acquisition through referrals
Happy Birthday
It might sound trivial but it works. Borrowed from eCommerce playbooks, birthday emails create a personal touch that strengthens client relationships.
If you’re able to offer a small promotion, bonus, or even just a kind message—it helps build goodwill. Even without a financial incentive, it’s a nice gesture that humanizes your brand.
Audience: All verified clients
When to send: On the client’s birthday
Goal: Build loyalty and human connection
Next Steps
These 10 emails are quick wins. They don’t take weeks to implement, and they can have an immediate impact on your key metrics: more activations, higher retention, better re-engagement.
If you’re serious about turning email into a proper growth channel, it’s worth going beyond the basics. A well-thought-out email journey, a clear content schedule, and smart automation can make a big difference.
Need help? That’s what we do.
Check out our Email Marketing Consulting services and book a free intro call to see if it makes sense to work together.