By juthompson@hubspot.com (Justina Thompson)

Running a financial-services business is about far more than moving money in and out of accounts — it’s about managing client trust, regulatory complexity, personalized advice, ongoing service relationships, and layered compliance. The challenge? CRM needs in the financial services industry are uniquely demanding. Firms must track high-value clients, nurture relationships over long horizons, monitor referrals and regulatory touches, segment based on asset classes or risk profiles, deliver timely compliance-safe email communication, and do all of this while maintaining a polished, secure, and scalable marketing system.

That’s where a thoughtful email marketing tool (or CRM with strong email capabilities) becomes a solution. When properly configured, a CRM becomes your operational backbone, enabling you to centralize client data, automate compliant email follow-ups, segment clients by product or asset class, trigger campaigns when life events or portfolio thresholds change, and maintain the audit trail and data governance necessary for financial services.

In this article, you’ll get:

• A comparison table of the top 10 email marketing tools (or CRM-email hybrids) suited to financial service businesses in 2025
• Feature breakdowns (for each tool, what it offers for automation, segmentation, compliance/record-keeping, reporting, integrations with financial systems, and mobile access)
• Real-world pros and cons, especially for companies in financial services (what works, what doesn’t, and what to watch out for)
• A step-by-step how-to guide for setting up email automations tailored to financial services (i.e., how to map workflows, design compliant templates, segment by client type and asset class, and measure performance)
• Tips for migration, measurement, and scaling (how financial services firms can move from spreadsheets or generic tools to a best-in-class email/CRM setup, how to measure ROI, and how to scale the system for growth or acquisitions)

It’s also worth noting that real financial services companies already use HubSpot. In the following sections, we’ll examine how other tools compare to HubSpot (and each other) and identify which ones offer the best fit for financial services marketers and operations teams in 2025.

Table of Contents

• What is email marketing for financial service businesses?
• Best Email Marketing Tools for Financial Service Businesses at a Glance
• Best Email Marketing Software for Financial Service Businesses
• Benefits of Email Marketing Software for Financial Service Businesses
• How to Choose an Email Marketing Tool for Financial Service Businesses (Step-by-Step)
• How to Create Email Marketing Campaigns for Financial Service Businesses
• Frequently Asked Questions (FAQ)
• Meet HubSpot, the Top Email Marketing Choice for Financial Service Companies

What is email marketing for financial service businesses?

Email marketing for financial service businesses is the practice of using targeted, permission-based email communication to build trust, educate clients, and nurture long-term relationships in a regulated industry. Unlike retail or eCommerce campaigns that focus on quick conversions, email marketing in financial services emphasizes credibility, compliance, and consistency.

Advisors, lenders, and …read more

Source:: HubSpot Blog

Author: Aaron