Financial Services Email Marketing

Manage marketing across advisors, all from one place

Constant Contact Teams lets your financial advisors reach their clients with compliant, on-brand email and SMS campaigns, all from one secure platform.

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G2 and Trustpilot ratings
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CONSTANT CONTACT TEAMS

Stay compliant, consistent & efficient

Simple marketing tools, locked templates, automatic record keeping, and centralized control allow every advisor and branch to put their best foot forward.

Diagram showing Full account ADMIN linked to a Main account, which branches into three sub-accounts, each with lock and email icons.

Keep contact lists separate & your firm together

Every advisor or branch only has access to their own contact lists to prevent audiences from crossing where they shouldn’t. But your firm stays unified under one hub and invoice.

  • Multi-level account structure

  • Global unsubscribe & compliance

  • Simplified contact management

Personalize communications while staying on brand

Let advisors own their client relationships with tools to create and personalize marketing assets within safe boundaries.

  • Branded templates with locked elements like logos & legalese

  • Ability to clone high-performing campaigns

  • Built-in approval workflows

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Maintain compliance the simple way

Keep everything together, secure, and easily accessible, so you’re always ready to show your work before regulators ask.

  • Automatic financial archiving, which saves copies of every sent message & approval

  • Security & compliance levers

  • One connected platform where you can manage everything

The Teams advantage for financial services

Simplified account structure
Connect multiple accounts under a single parent account and dial in on the right level of control for each user.
Easy record-keeping
Save time and anticipate requests by automatically routing a copy of every message to your firm’s compliance department.
Centralized control
Let advisors work independently and securely, while leadership stays in the loop.
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INTEGRATIONS

Connect to all the tools you already use

Financial marketing resources

Frequently asked questions