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Why financial advisors can't ignore email marketing in 2025?
Email marketing goes beyond transactions—it educates and supports clients on their financial journey. Leading advisors leverage it to build trust and share valuable insights. This positions them as trusted partners and key contributors to their clients' financial success.
Turn emails into two-way conversations with Mailmodo
Mailmodo lets you share educational content and send real-time account updates; and lets your clients respond to surveys and fill forms within in the email itself.
Send Interactive Emails
Send interactive calculators, live price tickers, and feedback forms within email.
Trigger Action-Based Email Alerts
Send triggered emails based on transactions, updates, and user actions on your app/website.
Target with Smart Segmentation
Target customers by engagement and interests for personalized investment updates and tips.
How financial advisors are using Mailmodo as a growth lever
Engage and educate your subscribers
Make learning interactive
Use Mailmodo's interactive email tools to provide bite-sized financial guides and tutorials, enhancing client understanding and fostering engagement.
Send personalized updates
Share market insights and investment tips that match each client's goals.
Start an educational newsletter
Schedule a series of automated emails with how-to guides and financial tips to educate clients.
Sell your financial products in email
Create product carousels
Design engaging emails to showcase new financial products within email.
Target specific clients
Use advanced segmentation to send tailored product updates to the right audience.
Send interactive calculators
Let your clients forecast and calculate with interactive calculators in email.
Retain users through engagement and rewards
Reward your loyal users
Send Mailmodo’s interactive emails to offer rewards and exclusive promotions directly in emails.
Boost referrals with incentives
Create gamified referral programs within emails to encourage users to refer friends and family.
Automate your user lifecycle
Utilize pre-built journeys to nurture users at every stage and enhance their experience.
Send real time alerts and market updates
Real-time account notifications
Use interactive emails to show updates about account changes, allowing users to view details right in their inbox.
Interactive transaction alerts
Let users access transaction details and take actions like reviewing or disputing directly in the email.
Instant investment notifications
Send real-time investment and stock alerts with interactive pickers to keep clients informed and engaged.
Anushka Rathod Increases Engagement by 2X with Interactive Emails
Learn how Anushka used in-email calculators and interactive widgets to double her engagement rates and build a thriving finance community.
That was just the tip of the ice berg
Mailmodo has more than just features that will awe you.
High Deliverability
Get high deliverability with well-managed & dedicated IPs and advice from our deliverability team.
Contact List Management
Segment readers based on attributes or past campaign activities like Open, Click & Form Submissions.
Transactional Emails
Send transactional emails using API & webhook triggers based on user behaviors.
Pre-Built Automation Templates
Simplify your marketing with pre-built automation templates—customize and launch in minutes.
Smart Template Suggestions
Easily create professional emails tailored for referrals and promotions.
Easy Integrations
Easily Integrate with CRMs and other marketing tools like HubSpot, Zapier, Calendly and Zoom
Trusted by brands in 6 continents
Hear it from our customers
HobSpot got 20% more signups with Mailmodo
"Mailmodo decreased the friction in the demo bookings and allowed us to integrate all the data with internal systems, making the experience smooth both for our customers and our internal teams."
- Priya Goel, Co-founder, HobSpace
Start your 21-day free trial today
No commitment and no credit card required
Easiest to use email marketing software in 2025
Get 3X email conversion
with Mailmodo
Create & send interactive emails without coding
Put revenue on auto-pilot with pre-built journeys
Save time with AI-powered email content creation
Experience world’s only interactive email marketing platform
Trusted by 10000+ brands
