Email Marketing for Financial Services

Email marketing is still an extremely important part of how you communicate with your prospective and existing investors. Specially designed for financial services, ProFundCom offers a robust email marketing platform that not only ensures your emails are delivered but also provides advanced reporting mechanisms that cannot be provided by generic market players.

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Financial services email delivery is a science. Spam filters and firewalls are there to ensure your email doesn’t get through and generic platforms often don’t get the email to the right person or in a timely fashion. ProFundCom clients benefit from their own infrastructure and IP and we also have a specialised team to ensure your emails get to the intended recipient within a specified timeframe.

ProFundCom’s SPAM checker scans your emails before they are sent to ensure any words or phrases that could be deemed as SPAM can be changed prior to sending.


Unless you’re an HTML whizz, designing templates can be problematic. Time is precious and marketers need to be able to build templates that look professional but don’t take hours to build. With ProFundCom’s Drag & Drop Template Designer, you can easily design stand-out campaigns that will resonate with your prospects and investors. And you’ll save huge amounts of time as a result. But if HTML does happen to be your thing, we have an advanced template designer too.

ProFundCom’s advanced pre-flight checks mean that you can see how all your campaigns render before being sent. Ensure your email campaign looks how you want it to, across multiple devices.

The Customer Journey

Prospective and existing investors now have an expectation of a personalised approach. Ensure that your contacts benefit from the experience that they need. Whether that’s part of an automated workflow and delivering the content that matters or if it’s just to ensure that the email is addressed correctly, the ProFundCom solution enables you to build personalised journeys with targeted campaigns to connect with your investors.

Use our built-in A/B testing to ensure you know what content resonates with your contacts.

Dynamic Content

Given financial services regulation, ensuring you deliver the correct content to the right distribution group is imperative. We can connect to your CRM to pull distribution data or you can simply hold lists within ProFundCom. We do all the necessary coding to ensure this is a seamless process.


In a world dominated by financial services regulation, it’s imperative that your email marketing is compliant. We do the heavy lifting for you and ensure all emails are archived so if the FCA or SEC come knocking, you can produce an audit at the click of a button.

Use the Compliance Checker calibrated to your rules to ensure no email is sent that puts you and your organisation at risk.

Engagement Scoring

The ProFundCom LeadDeck ensures you know exactly how a contact is engaging with your emails. Easily report marketing intelligence to the sales team so they know who to engage with and on what topic, based on a contact’s interests.

If you’re interested in our services, please get in touch today.

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