Industries
Finance Email Marketing

Your Trusted Ally in Financial Email Excellence.

Expand your financial impact with emails that hit home.

Trusted by companies worldwide

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Excel in Finance with Email Mastery

Essential tools to amplify engagement and trust for financial marketers.

Automated Financial Newsletters

Keep clients informed with timely and insightful updates tailored to their interests.

Behavior-Based Follow-Ups

Track client interactions and send follow-ups that nurture relationships.

Dynamic Client Segmentation

Segment clients precisely to tailor services and offers.

Effortless Client Onboarding

  • Create intuitive sign-up processes that guide clients smoothly.
  • Automate welcome sequences to engage new clients.
  • Keep new clients engaged with tailored financial tips.

Cutting-Edge Compliance

  • Ensure emails meet financial regulatory guidelines easily.
  • Automate legal updates to client communications.
  • Craft documentation that meets compliance standards.

Visually Stunning Reports

  • Generate reports that simplify complex data.
  • Use visuals to make insights pop for clients.
  • Automate reports to clients with ease.

Proactive Relationship Management

  • Stay on top of client needs with automated check-ins.
  • Offer personalized advice with understanding and care.
  • Anticipate client questions and provide timely solutions.

Smart Tools for Financial Growth

Innovative solutions developed to tackle financial marketing challenges.

A/B Split Test Campaign

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Addon: Auto Warmup

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Addon: Blog Posts

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Addon: Bot Open/Click Tracker

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Addon: Campaign TTL

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Addon: Custom Reply

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Supercharge Your Financial Emails

Access expertly crafted templates to energize your financial marketing.

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Finance App Upgraded Plan

Stay ahead with our upgraded finance app plan, packed with enhanced features for smarter financial management. Our newsletter offers insightful finance tips, market trends, and investment strategies. Maximize savings and optimize investments with our latest advancements. Control your financial future today.

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Finance Webinar Invite

Join our exclusive online finance seminar for expert advice and innovative strategies. Whether you're a seasoned professional or novice investor, RSVP now for this enlightening journey into the world of finance. Learn, grow, and succeed with us.

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Trial Onboarding Sequence

FinanceApp - Year in Review

Boost your financial intelligence with our mobile app's annual review feature. Perfect for tech-savvy finance enthusiasts, it provides a comprehensive year in review, enabling you to track your financial progress. Embrace the New Year with a smarter financial perspective.

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Finance Experts Love Our Tools

Check out how finance pros use our solutions to up their email game.

"SendX has been amazing for my company. We exist in the personal finance space and do some work with crypto so it was a challenge to find an email system that would allow us to send this type of content while offering the suite of automation tools we needed."

Nate O.
Web Developer (Small-Business)

"SendX is a very powerful email campaign platform that allows network marketing for cryptocurrency. Najwa Syeda walked me through sending my first SendX email campaign with patience and ease over Google Meet."

Sunny W.
Owner

"SendX let me segment our campaign contacts by specific tags that we add so we drill down a specific target. But the best thing is theyr customer service, always ready to help you with personal assistance and understanding fo your needs. We'll start using it for our B2C e-commerce too and try the pop up tools."

Adrian A.
Brand and Ecommerce Head

"When all you need is a robust email platform SendX is the best solution on the market. With so many companies migrating to be a knock-off of HubSpot or Salesforce, its nice to find an email platform that focuses on emails."

Andrew
Director in US

"After comparing other email marketing platforms, SendX was the most optimal for service, features and price. Intuitive platform. Service is extremely helpful."

Vince
Consultant in US

Why thousands of businesses choose SendX

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Superior Deliverability

Get your emails into inboxes, not spam folders. Our advanced infrastructure ensures 99%+ delivery rates.

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Transparent Pricing

No hidden fees, no surprise charges. What you see is what you pay - simple, honest pricing that scales with you.

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24/7 Expert Support

Get help when you need it. Our dedicated support team responds in minutes, not days.

Try SendX free