Email Marketing for Accounting & Financial Services

Use email to stay connected to existing clients and expand your reach to new ones. Access content ideas, examples, tips and success stories from other financial service businesses that will show you how.

Ideas for Your Next Email Campaign

Share financial news, tips and trends with your commentary to stay connected to clients and drive email sharing.

Announce upcoming events to stay top of mind and drive participation.

Offer an incentive (e.g., entry into a raffle) for clients to provide a referral. Include an overview of your services and testimonials.

Announce a client appreciation event to build connections to clients and inspire referrals.

Provide answers to common questions from prospective and current clients to remind clients of your expertise, drive loyalty and referrals.

See how to put them to work

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Template Design Tips

Get visual inspiration & tips to help you create emails that get opened, read, and clicked.

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Template: News/Update

Organizations like yours love the results they see with Constant Contact

“Email marketing…has grown into one of our best drivers for brand awareness. We notice more people talking about our business and showing up at our events.”

Bahar Sadaat, Davidson & Company, LLC

Put your new tips and ideas to work.

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