Simple automation
Automate an entire customer journey with basic triggers for automated campaigns: confirmation emails with loan terms, installment reminders, limited-time offers, and special loan rate notifications.
AI-powered email marketing for financial advisors
Launch secure, personalized email campaigns in minutes — without complex tools or enterprise prices. All plans include a personal account manager and 24/7 support.
Tailored care for financial advisors
We provide a personal manager focused on tracking your campaign’s performance and boosting metrics. You get help with: email authentication, IP warming for a smooth start, product training for your team, monitoring and boosting metrics.
Your dedicated manager is with you from day one — setting everything up to comply with anti-spam rules, avoid deliverability issues, and improve open and conversion rates. Book more first appointments, reduce unsubscribes, and grow your assets under management.
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Why choose Selzy
No extra staff? No problem. You do not need to be an email marketing specialist or HTML coder to send your first financial email campaign in just minutes. From sign-up forms to automated follow-ups — get everything you need, nothing you don’t.
Create clean and catchy email designs using pre-built blocks. Choose from financial advisor email templates ready to go — performance reports, market updates, investment portfolio updates, quarterly market outlooks, and more.
Customize your campaigns for different recipients with dynamic placeholders and merge tags. Show recommended money loan size, outstanding balance, and more — backed by automated compliance support, including unsubscribe links and content checks.
There are no annoying chatbots — only real people with world-class expertise in email marketing. They’ll respond within minutes via email or chat, even at 3 AM on a Sunday morning. Plus, you get a personal account manager with any plan.
Selzy is perfect for small teams that want to launch email campaigns quickly without dealing with endless approvals or technical issues. Enjoy effective, simple email marketing that doesn’t eat into your client fees.
All the tools financial institutions need
Smart email marketing for financial advisors and loan officers who don’t have time to waste.
Smart segmentation
Customize email content for different client types. Show recommended personal loan size, outstanding balance, insurance options, investment recommendations, market recaps, and interactive infographics.
Top-level protection of customer data
All information is hosted on servers in certified data centers in Western Europe, the US, and Canada, with all transmitted data encrypted using a 128-bit key, just like in major banks and payment systems.
Email quality checker and list verifier
Catch issues before you hit “Send.” Selzy automatically checks for broken links, code problems, and other errors that could affect deliverability or performance — so every email looks great and lands where it should.
Customizable email templates for financial services companies
Save hours with our pre-designed email and automation templates. Choose from the most common layouts or more specific types sorted by category.
We're here to help you solve your industry-specific problems
Selzy is here to help mortgage loan officers and FinTech companies overcome the challenges common to the financial services industry.
Pain Points
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Complicated software
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Paying thousands for marketing agency service
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Emails end up in the spam folder and remain unnoticed
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No support when you need it
Solutions
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Native integrations, easy drag-and-drop builder and automation — create polished financial emails in minutes, no designer or coder needed
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Affordable for financial companies of any size — plans start at just $7/month
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Selzy’s built-in anti-spam tool checks every email before you send it
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Dedicated personal manager and 24/7 support team that responds in under 5 minutes — free on any plan
We're not the first email tool on the market, but we're the one that really cares about your financial advisor business. From day one, you'll have a dedicated personal account manager who understands your industry's needs and helps you grow.
Evgenia
> 99% delivery rate
50,000+ clients, 1,000,000,000+ emails delivered every month.
Data protection
We are strictly up-to-date with the highest data protection standards.
GDPR compliance
Selzy complies with GDPR, CAN-SPAM Act, and Consumer Protection Laws.
Ready to send your first campaigns?
Get started for free. Scale up when you’re ready.
Try Selzy for free
Free
Free
Try our service and send up to 1,000 emails a month for free to 100 contacts
$0
/ month
Lite
A complete toolkit to jumpstart your email marketing
from
$0
/ month
0
0
/ year
Start with Lite
Standard
Best deal
All core features, a deliverability boost, and lifetime access to the Email Marketing 101 course
from
$0
/ month
0
0
/ year
Start with Standard
Enterprise
For 500k+ contacts:
dedicated manager, performance boost and more
dedicated manager, performance boost and more
Custom
Let's discuss your case!
Discover your price
50,000+ customers can't be wrong...
Selzy is the easiest way to start selling with email — but don’t just take our word for it.
Read our customers’ success stories and see what they have to say 👉
Galyna M.
This email marketing platform surprised us
“A true gem we discovered in a huge pile of email marketing software. Way more affordable than those big known brands, and it outperforms them! All we need for full blown email marketing campaigns.”
Anthony I.
Analytics break down is super
“The overview dashboard is something I really love, because of how easy it is to understand and the summary statistics of my overall opens, clicks and unsubscribe. The support desk is really great and quick to respond.”
Maroš
Selzy won me over in 3 minutes
“I sent the first (test) campaign in less than 5 minutes. How did Selzy get me? Pleasant dashboard, clear statistics, including the deliverability of emails from the campaign, send an email to contacts who haven't opened the message (with one click), simple import of contacts”
Ecclesia
Very Impressive! Absolute gem.
“Great buy! The builder covers everything, I was looking at the large array of design templates. The UX/UI is just smooth. Selzy makes Mailchimp look pale in comparison.”
Santosh K.
Simplify email handling and enhance marketing
“The best thing about Selzy is its ability to manage marketing emails with fantastic templates, simplifying the process.”
Alexander van Aken
Best email marketing tool I've seen
“Not kidding. Selzy is really good. their support is beyond excellent. Response time is less than 5 minutes. They staff is skilled. The ux/ui is amazing. I highly recommend everyone to use it. This company really knows what they are doing! In fact, this is one of the best LTD's I've bought in a while.”
Oliver D.
One of the best email services I've used
“Selzy is cost effective to the max and it makes it clear how my list health is going. Also top of the line support. We are talking minutes no matter what time I pinged the chat.”
Anand A.
Value for money
“I have been extremely satisfied with Selzy and would highly recommend it to anyone looking for a reliable and user-friendly email campaign management tool. The analytics and reporting tools are top-notch, providing detailed insights into the performance of my campaigns.”
Sam B.
A no brainer, great piece of software
“Great UI, super easy to use and navigate around. I really love the ease of use and the amazing and attractive templates it has that makes it so simple.”
Yomar M.
Super easy to use and super fast to built your emails
“Create email campaigns super fast, and having my email list on different categories is awesome. Been using Selzy a lot, no complaints at all.”
Valerie S.
Easy email marketing management
“Instead of opting for larger platforms like Mailchimp or Constant Contact, which offer an abundance of unnecessary features and complex interfaces, I desired a more straightforward solution focused on email sending. After comparing various email marketing platforms like Sender, Sendpulse, and Mailerlite, I ultimately chose Selzy.”
Jaimar F.
Amazing support and easy to use software
“I can run a campaign easily. It’s an alternative solution to the CRM+Email marketing tool I use on a daily basis.”
4.8/5
Get round-the-clock support via chat, email, and phone
5 mins
average response time
95%
of cases solved in 5 minutes
97%
👍️️️️️️ satisfaction rate
Boost campaign performance with email tools and services for financial advisors
Tailored care for your financial business
Services included: domain authentication, IP warming for bulk sendings, product training for your team, everyday monitoring and refining campaign metrics.
FREE $2,500
Email template design service
Get customized email templates that match your brand guidelines, including static or animated infographics to deliver market insights to your clients and build up your reputation.
From $500 $2,000
Campaign audit and management
Get an audit of your current email campaigns, spotlighting areas for growth, new content strategies to bring in — or sit back while we send, analyze, fine-tune email campaigns of any size.
From $600 $5,000
Chatbot builder and messenger sendings
Don't pull clients out of their comfort zone — keep connected where they are at ease. Stay available 24/7 by setting up automation, sending notifications, broadcasting.
From $7 / month $2,000
Integrations
Connect a CRM or any other tool of your choice: website builders, Google Sheets, online surveys, social media, and many more.
From $1 / month $2,000
FAQ
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How do you market financial services?
Use pop-ups on your website to offer a free educational resource and grow your newsletter list. Share educational materials with subscribers to promote your services and raise brand awareness. Send articles, infographics, and e-books on popular financial topics to help your audience learn about finance — and discover your business in the process.
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How to do email marketing for financial services?
Here’s a step-by-step guide to sending the first email campaigns for financial advisors:
- Choose email software for the finance industry: Look at pricing, customer support, and compliance with industry regulations
- Get inspired: Read our blog post → An Ultimate Guide to Email Marketing and Customer Journey
- Create: Pick a ready-to-go finance-themed email template or design your own
- Send: Get up to 10,000 emails and 2,000 contacts for free — sign up for Selzy today
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How do financial advisors stay compliant with email regulations?
Follow these 3 simple rules to make sure you comply with most regulations, including GDPR, CAN-SPAM Act, HIPAA, CCPA, Canada’s Anti-Spam Legislation (CASL):
- Use double opt-in and provide a clearly visible one-click unsubscribe link in your email
- Include your physical address (for example, by placing it in the footer)
- Be transparent about data usage and follow the basic email list hygiene rules by performing email list checks on a regular basis
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What’s the best email template for financial advisors?
Whether you’re a bank, financial institution, or financial planner, the perfect email template meets a few simple criteria: it’s customizable, mobile-responsive, and on-brand — just like pre-designed templates from Selzy.
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How can I increase engagement, conversion, deliverability for financial emails using Selzy?
You can have a dedicated personal account manager to help you with everything from technical details like authenticating your domain to performance tracking, consulting, and improving your metrics.
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How can I integrate Selzy with my CRM or specific financial software?
You can easily connect Selzy to your CRM, CMS, or other email software for the finance industry with built-in integrations or API.
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How do I import my existing contact list into Selzy?
Easy! See our tutorial on how to import your client base into Selzy. Grow your financial business with a reliable email tool that guarantees your customer data security.
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How do I set up personalized emails based on a client's profile?
Selzy is an intuitive no-code email solution that offers all the functionality money loan officers need like segmentation and automation with no overwhelming extras. Learn more about the personalization options available in our Help Center.
Learn more about email marketing for financial advisors
Explore our curated resources to help you get started quickly and easily.