Email Marketing Solutions for Financial Services

Custom email flows for onboarding, retention & upsell
High-converting copy written for traders & investors
Compliance-friendly templates that drive results

Top 3 Email Challenges we hear from marketing teams

You send every email to the full list, no targeting
Emails go out too often and performance drops
No structure—just last-minute, ad-hoc sends

Our Email Marketing Services

We craft timely, daily market updates and volatility alerts that keep your traders informed, engaged, and ready to act.

Push alerts tied to economic events, breakouts, and sentiment shifts
Daily briefings via email, app, or WhatsApp broadcasts
Localization options for global trader audiences
Designed to boost logins, engagement, and trading volume

We build automated onboarding flows that educate, activate, and retain new traders.

Segment by experience level: beginner, intermediate, pro
Deliver platform tips, demo trades, and tool explainers in sequence
Boost time-to-first-deposit and first trade conversion
Trigger re-engagement nudges if users stall or churn

We build comms strategies rooted in clarity and regulatory awareness.

Define brand voice and tone across all trader touchpoints
Balance education, news, and product messaging
Ensure compliance with risk disclaimers and jurisdictional nuances
Adapt messaging per asset class or campaign goal

We help you run cross-channel campaigns that connect with traders across inboxes, platforms, and apps.

Coordinate email, in-app, push, SMS, and social touchpoints
Trigger messages by behavior: deposits, trades, inactivity
Unify offers and themes across time zones and teams
Test and iterate for conversion, CTR, and engagement

We design and document automated workflows that scale.

Map full communication journeys across lifecycle stages
Build reports on open rates, funnel drop-off, and engagement
Hand off fully documented flows with team training

Improve Your Email Marketing Strategy

Let’s uncover what’s holding your Email Marketing efforts back.

Schedule Discovery Call

How to get started with Email Marketing efficiently

Start by implementing an email marketing solution that goes beyond vanity metrics like open rates and clicks. You need a platform that supports automated customer journeys, tracks post-click behavior, and integrates with your CRM or trading platform. This sets the foundation for performance-driven communication at scale.

Once the system is in place, focus on the basics. Set up automated workflows such as:

Welcome Series after signup
Verification Reminders to reduce drop-offs
Re-engagement Emails for inactive users
Deposit Nudges after browsing or hesitation

These flows help you stay relevant without overwhelming your users.

Sending too many emails is a fast track to the spam folder. Be mindful of frequency and content. Combine updates where possible, and keep transactional emails short, clear, and compliant. Always offer users control over their communication preferences—this increases trust and reduces unsubscribes.

Emails are just one piece of the puzzle. In fast-paced markets, real-time channels like WhatsApp, SMS, and Mobile Push often deliver better results. Define a clear communication schedule across all touchpoints—deciding when and what type of messages to send via each channel to avoid overlap or fatigue.

Timing matters. Monitor trending market topics, major events, or community buzz—and incorporate them into your messaging in real time. Whether it’s a major market move, regulatory change, or meme-driven asset spike, fast execution shows you’re in tune with your audience and adds serious value to your messaging.

Struggling with low open rates, deliverability, or content that doesn’t convert? Book a free discovery call with FYI and let’s tackle your email marketing challenges together.