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5 Reasons Why Financial Service Businesses Need to Use Email Marketing


For financial services, it’s especially important to find cost-effective ways of promoting what you have to offer. Thankfully, there are a variety of digital marketing tactics for you to choose from and execute.

Email is one of the most cost-effective options. And if you do it right, your email marketing strategy can be the most profitable marketing technique to have under your belt. 

As it stands right now, almost every single financial services business could benefit from email marketing and email automation. 

This appeal is because of the ease of use and the diversity of content you can send to your recipients. 

Customer preferences have changed, both in content and desire. Plus, it’s much easier to sell something if you have a long-term relationship with a customer. With email, you can establish this relationship much quicker, with less effort while still tailoring to their preferences.

If you need extra motivation, here are additional reasons why financial planners would benefit from email marketing:

1) To Consistently Communicate

When you are building a relationship with customers and prospects, consistency is key.

If people want to receive your content, they will be more inclined to return to your website and be loyal customers. You can build loyalty by sharing information, encouraging action and more.

2) To Securely Manage Customer Data

As a financial planning business, managing customer data and securing a client base is key.

With data breaches becoming an increasing problem and a top concern for customers, you must be vigilant in providing protection.  

The main reason why email marketing is so popular is that it is such a low-cost way of working and securing your customer data. Most email marketing platforms connect effortlessly and securely to your CRM – meaning you can bulk send out an email to all of your clients with the click of a button and be confident the data is secure. 

3) To Financially Educate 

It’s important for financial planners to keep track of market trends and financial information while distributing that information. With email marketing, you can send out market or legislative updates with ease and whenever you like. 

You can also send out news headlines and other important information to help educate and inform.  

By providing this information to your clients, you are continuously positioning yourself as an expert, and reinforcing your intangible value to the client.  

4) To Personalise Customer Experience

Businesses are trending towards creating a more personalised experience for every customer. 

Email marketing is a great tool to use when you want to deliver a personalised experience. While developing a personal connection, you can also be mindful that the communication contributes to your company’s branding as well.

5) To Offer Data Security

With data breaches becoming an increasing problem and a top concern for customers, you must be vigilant in providing protection. 

Email marketing is a low-cost option that helps you protect your customer data. And since it is one of the most popular marketing options, you can send out a simple call-to-action to customers to update their information.

Ready to Hone Your Email Marketing Strategy?

Email marketing is a great strategy to maintain communication and build marketing databases. When you combine email marketing with automation and regular schedules, you will see huge growth in your financial business. 

And while the above steps all seem relatively simple, they do take time and there are some key considerations that need to be executed correctly to ensure the overall success of your strategy. 

Just as your clients rely on you for your expertise, consider using a specialist marketing firm to take away the guess-work and ensure you are maximising your return on investment for your marketing efforts. 

Looking for more marketing solutions for financial advisers? MBS in Australia helps financial services and businesses grow and succeed via industry-leading and evidence-based digital marketing. Get in touch with us today!

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