7 Best Email Marketing Software for Financial Advisors (2023)

email marketing software for financial advisors

Our recommendation for the best email marketing software for financial advisors is GetResponse because it offers the most value to their business.

Email marketing remains one of the most effective digital marketing channels globally. Marketers love it because it helps builds relationships, generate sales faster, and deliver an unbeatable ROI on their campaigns.

Globally, email marketing revenue is currently about $8.49 billion, with 3.19 billion email exchanges per day. The simultaneous growth in email marketing and the financial advisory business signals the effectiveness and efficiency of email marketing software.

Our team has carefully researched and curated the best email marketing software on the planet that will help grow your business. Without further ado, let’s get in!

An email has an ability many channels don’t: creating valuable, personal touches – at scale.

David Newman

7 Best Email Marketing Platforms for Financial Advisors

1. GetReponse – Best Overall

Getresponse
GetResponse

GetResponse is an email marketing software offering a slew of features to help financial advisors create high-converting campaigns. It has an intuitive drag-and-drop editor, a landing page builder, and automated workflows.


The software also offers lead scoring and tagging to help you keep track of your customers. In addition, GetResponse also provides comprehensive analytics and reporting tools to help you accurately measure the performance of your campaigns.


Furthermore, GetResponse provides integrations with various third-party apps, such as Shopify, Salesforce, and more. With GetResponse, financial advisors can create highly targeted and personalized campaigns that will engage and convert more customers.

GetResponse Pricing

  • It starts with a Free Forever plan
  • $13.24/per month for the email marketing plan
  • $41.12/per month for the marketing automation plan
  • $82.94/per month for the e-commerce marketing plan

2. Moosend – Best for Flexibility and Affordability

Moosend
Moosend

Moosend is a flexible email marketing tool designed to help financial advisors deliver email marketing and automation experiences that drive substantial growth. It has some exciting features, such as AI Subject Line Optimizer, Content A/B Testing, List Segmentation, and more.

Moosend also offers integrations with third-party apps like WooCommerce, Zapier, and more. With Moosend, financial advisors can unlock the power of Artificial Intelligence for speed and efficiency.

Moreover, Moosend is highly affordable and provides flexible pricing plans. This makes it ideal for advisors who want to maximize their campaigns but have a limited budget.

Moosend Pricing

  • It starts with a 30-day free trial
  • $9/per month for the pro plan
  • Get a quote for the enterprise plan

3. Aweber – Best Value for Low Subscriber Count

Aweber
Aweber

Aweber is an all-in-one email platform built to help financial advisors grow, sell, and better engage with their audiences. It has a robust smart designer, autoresponders, and landing page templates for fast setup.

Aweber also offers integrations with third-party apps like Shopify, PayPal, and more. The best part is that Aweber offers free migrations from your existing email platforms with active customer support to assist anytime.

What makes Aweber stand out, however, is its pricing structure. It’s ideal for financial advisors with a small subscriber base, as Aweber offers plans that scale with the number of subscribers.

Aweber Pricing

4. Ominisend – Best Duo for Email and SMS Marketing

Omnisend
Ominisend

OminiSend is an eCommerce email marketing software that offers a unique combination of email and SMS marketing solutions. Trusted by over 80,000 brands, it is equipped with an intuitive drag-and-drop editor, automated workflows, and comprehensive analytics and reporting tools.

With OminiSend, financial advisors can drive onboard clients on autopilot with seamless automation tools. The software also allows them to send automated SMS messages that can be used to remind customers about upcoming events, new products, and more.

Also, OminiSend provides integrations with a range of third-party apps, such as Shopify, BigCommerce, WooCommerce, and more.

Omnisend Pricing

  • It starts with a Free Forever plan
  • $16/per month for the standard plan
  • $59/per month for the pro plan

5. MailerLite – Best for Automated Lead Generation

Mailerlite
MailerLite

MailerLite is the perfect email marketing software for financial advisors who want to automate their lead generation. It provides many features, including website builders, signup forms, and paid newsletter subscriptions.

MailerLite also provides integrations with various other popular software that makes your work easier. With MailerLite, advisors can explore a range of beautiful-designed newsletters, landing pages, websites, and pop-up templates.

What makes MailerLite stand out, however, is its automated lead generation capabilities. It is designed to help financial advisors quickly capture leads and nurtures them into sales with automated workflows.

MailerLite Pricing

  • It starts with a Free Forever plan
  • $9/per month for a growing business plan
  • $19/per month for the advanced plan
  • Get a quote for the enterprise plan

6. Campaigner – Best for Efficiency

Campaigner
Campaigner

Campaigner is an advanced email marketing software for financial advisors. It has conversion-centric automation features like conversion tracking and automation workflows. With Campaigner, financial advisors can easily create engaging customer journeys that convert prospects into paying customers.

It has an advanced personalization journey that personalizes messages based on geolocation, purchase history, past engagement, or even your own custom data.

Moreover, Campaigner offers flexible pricing plans that make it ideal for financial advisors who want to maximize their campaigns but have a limited budget.

Campaigner Pricing

  • $59/per month for the starter plan
  • $179/per month for the essential plan
  • $649/per month for the advanced plan
  • $79.95/per month for the eCommerce plan

7. tinyEmail – Best Deal for Starters

Tinyemail
tinyEmail

tinyEmail lets financial advisors launch interactive email marketing campaigns that capture more leads and boost revenue. It is GDPR-Compliant and has CNAME & AI capabilities.

tinyEmail uses AI to generate personalized emails that align with your brand and help your campaigns stand out in a crowded inbox. With tinyEmail, add dynamic content to your emails, like countdown timers, image sliders, and coupons, to take your conversion game to the next level.

Moreover, tinyEmail offers a lifetime deal, so financial advisors fully explore the platform for massive gains. This makes it the perfect choice for financial advisors who want to get started with email marketing.

tinyEmail Pricing

In Conclusion

One of the surest paths to advisory success is using the right technology. And the right email marketing software puts the icing on the cake.

The best part is that finance is not a barrier anymore. That’s the reason why we curated different price ranges for email marketing for your business’s success.

Every email marketing software captured in this article is amazing. However, based on our usage and analysis, we recommend GetResponse. It is affordable, feature-rich, and highly effective. It’ll let you compete globally and better delight your clients.

If you have questions, kindly share them in the comments box.

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