Email Marketing for Finance

Strengthen Customer Relationships with Upland Email Marketing

Upland Email Marketing helps financial organizations maximize customer lifetime value with targeted automation, personalized messaging, and informative campaigns.

Create automated email programs to deliver timely, triggered messaging when your customers need it most. Upsell customers by sending targeted promotions based on user history. Deliver beautiful, responsive emails to empower your customers with knowledge and enhance the customer experience.


Keep customers in the know with triggered alerts and dynamic content.


Get the insights you need with advanced reporting and data visualization.


Deliver your best email every time with A/B testing and render previews.

Learn how Upland Email Marketing can drive business outcomes for your financial organization.

Customer Relationships

Drive deeper customer engagement through relevant email messaging.

  • Convey the value of your services with targeted messaging
  • Nurture relationships with helpful alerts and educational content
  • Invite subscribers to provide feedback after completing actions

Account Alerts

Use our powerful automation tools to help customers manage their finances.

  • Deploy automated alerts to update your customers quickly
  • Personalize account update emails with dynamic content
  • Allow subscribers to choose the alerts they receive

Customer Upselling

Increase the lifetime value of your customers with optimized, data-driven messaging.

  • Cross-promote relevant financial products to current customers
  • Announce new products to your valued customers
  • Send targeted promotions based on user history

Customer Education

Empower your customers with financial knowledge through email.

  • Kick off the relationship with informative email onboarding programs
  • Deliver responsive, recurring newsletters to keep customers in the know
  • Automate newsletters to deliver new content to your subscribers directly

Take a Tour of Upland Email Marketing's Solutions for Financial Organizations