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Email

Email Marketing for Finance — Campaigns, Newsletters & Automation

Send statements, payment reminders, and product updates with the security and deliverability finance demands.

Email Marketing for Finance

The Challenge

Financial communications must be timely, trusted, and compliant. Reliable transactional and lifecycle email keeps customers informed and secure.

How It Works

Build & segment your list
Import or sync your contacts and segment them by behavior, purchase history, or lifecycle stage — so every campaign reaches the right audience.
Design your email
Use the drag-and-drop editor and branded templates to build beautiful, mobile-ready emails with personalized merge fields — no code needed.
Automate & schedule
Send one-off campaigns or trigger automated flows — welcome series, cart recovery, follow-ups — based on events in your other tools.
Measure & optimize
Track opens, clicks, and conversions in real time, A/B test subject lines, and refine every send.

Example Email

Email

Email

S

SecureBank

noreply@securebank.com

Your monthly statement is ready 📄

Hi Jamie,

Your statement for this month is now available in your secure dashboard. Review your transactions and manage upcoming payments anytime.

Your next payment of €320 is due on the 30th.

View my statement

Business Impact

4,200%
Average ROI of email marketing
1:1
Personalized at scale
Auto
Lifecycle flows on autopilot
100%
On-brand, mobile-ready templates

Customization Options

Adapt email marketing to how your finance business communicates:

  • Audience segments and dynamic merge fields
  • Branded drag-and-drop templates
  • Automated flows (welcome, cart recovery, follow-up)
  • Campaign types tailored to your campaigns
  • A/B testing and deliverability tools
  • Sync with your CRM, e-commerce, and 4,000+ tools

Discover the case study most relevant to your industry

See how real businesses in your sector grow with Spoki.

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Ready to turn email into your best-performing channel?

Start sending beautiful, automated email campaigns for your finance business with Spoki.

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Frequently Asked Questions

What is Spoki?

Spoki is a comprehensive WhatsApp Business API platform that enables businesses to transform WhatsApp into a powerful channel for marketing, sales, and customer support.

With Spoki, you can:

• Automate communications: Send automated messages, create chatbots, and set up intelligent workflows

• Manage customer support: Multi-operator team management with ticketing system and conversation routing

• Increase sales: Recover abandoned carts, send payment requests, and manage your product catalog directly on WhatsApp

• Marketing campaigns: Send bulk messages to thousands of contacts with personalized templates

• AI-powered features: Leverage artificial intelligence to automate responses and qualify leads 24/7

• Integrate with your tools: Connect with over 4,000 platforms including CRM, e-commerce, and marketing tools

Spoki is an official Meta Tech Partner, guaranteeing reliability, security, and access to all official WhatsApp Business API features.

How does the WhatsApp Business API work?

The WhatsApp Business App and the WhatsApp Business API (used by Spoki) are two completely different solutions designed for different business needs:

WhatsApp Business App: • Designed for small businesses and sole proprietors • Manual message management • Limited to 5 devices simultaneously • Maximum 256 contacts per broadcast • No automation capabilities • Free but with significant limitations • No CRM or integration support

WhatsApp Business API (Spoki): • Designed for medium to large businesses • Unlimited operators: Your entire team can manage conversations simultaneously • Unlimited broadcasts: Send messages to thousands of contacts • Advanced automation: Chatbots, automatic responses, intelligent workflows • CRM integration: Connect with your existing tools (HubSpot, Salesforce, etc.) • Analytics & reporting: Detailed statistics on your communications • No ban risk: Official API approved by Meta for bulk messaging • Cloud-based: No need to keep a phone connected • Multi-channel: Integrate WhatsApp with SMS, Voice, and other channels

How much does a Spoki subscription cost?

Spoki offers three pricing tiers: a Free plan at €0/month for basic WhatsApp support and live chat, a Service plan starting at €19/month with AI-powered customer support and unlimited automations, and a Marketing plan starting at €49/month with bulk campaigns and advanced analytics. All plans include unlimited operators at no extra cost. WhatsApp conversation fees are charged separately by Meta based on usage volume.

Is there a free trial?

Yes, Spoki offers a permanent Free plan at €0/month that includes live chat with unlimited operators, basic automations, and a ticketing system. This allows businesses to test core WhatsApp Business API features before upgrading. Paid plans start at €19/month for the Service tier and €49/month for the Marketing tier, with no long-term contracts required.

Can I integrate Spoki with other tools?

Spoki integrates with thousands of platforms through native integrations, Zapier, Make (Integromat), and Webhooks.

Native Integrations:

• E-commerce: Shopify, WooCommerce, PrestaShop, Magento

• CRM: HubSpot, Salesforce, Pipedrive, Zoho, ActiveCampaign

• Marketing: Mailchimp, Google Sheets

• Payment: Stripe, PayPal

• Support: Zendesk

Via Zapier/Make:

Connect to 4,000+ platforms including: • Google Workspace (Sheets, Calendar, Drive) • Microsoft Office 365 • Slack, Trello, Asana • WordPress, Webflow • Custom apps via API

Webhooks & API:

Full REST API for developers to build custom integrations.

View all FAQs