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Transforming Your Email Marketing Strategy

Is your financial email marketing far from compelling? Do you feel overwhelmed by complex marketing automation systems? You’re not alone in this congestion.

Managing an effective email marketing campaign in the finance sector can be incredibly time-consuming and complicated. Without proper automation, you can easily get bogged down in the details, leaving less time to focus on core financial services. But, what if you could automate and enhance your email marketing effortlessly?

That’s where Single Grain comes in. As your dedicated email marketing automation agency, we specialize in creating personalized, efficient email marketing strategies that deliver measurable ROI. We understand the pain points of managing complex email campaigns in the financial industry and are here to alleviate your stress.


Single Grain: Masters of Email Marketing Automation

At Single Grain, we work with you to understand your financial audience, align your messaging, and automate your efforts. Our goal? To help your financial institution drive more engagement and revenue through strategic email marketing.

We strengthen your relationships with your clients, by designing personalized email campaigns that resonate and engage: driving not just clicks, but conversions. With automation, we fine-tune every aspect of your campaigns, ensuring scalability and improved efficiency in the fast-paced world of finance.

As a hands-on partner, we leave no stone unturned in maximizing your email marketing performance. We stay updated with the latest tools and trends in the financial sector to deliver nothing but the best to your audience.

Single Grain’s email marketing automation services for the finance industry include:

  • Email Strategy Development
  • Marketing Automation Management
  • Personalized Email Design
  • Segmentation & Targeting
  • Automated Drip Campaigns
  • Performance Reporting & Analysis

Who is Eric Siu?

Eric Siu is the founder of digital marketing agency Single Grain. He also hosts two podcasts: Marketing School & Leveling Up, which get over 2.1M monthly downloads combined. Over the years, Eric has helped companies such as Amazon, Uber, Airbnb, and Salesforce acquire more customers.

Eric hosts a marketing mastermind where 100 of the best in media, marketing, and business get together twice a year in Miami and Beverly Hills. He is also the author of 'Leveling Up: How to Master the Game of Life'.

He also speaks around the world on marketing, SaaS, and SEO. Eric is also an investor in companies such as Eight Sleep, Levels, Fountain Health, Synthesis, and more. Finally, Eric is a member of communities such as YPO and TED.

Discover Featured Podcast Episode

Enriching Your Email List & Boosting YouTube CPM by 50%

Eric Siu and Neil Patel discuss marketing strategies like email list enrichment, YouTube tactics, and managing enterprise deals. They explore enriching email lists via LinkedIn, finding clients with a Mega Hit App, and YouTube thumbnail optimization with Mike Stack. The video detailed lead qualification, proposal creation, and follow-up in enterprise sales, and experimenting with sales strategies, RFP lead generation, and YouTube ad monetization. This episode is part of a series offering marketing advice from Siu and Patel's extensive experience.

Learn More About The Work We’ve Done

Frequently Asked Questions

And We Have The Answers

  • How does an email marketing automation agency enhance my business growth?

    A finance-focused email marketing automation agency refines your client interaction strategy, empowering you to connect with a broader client base through customized, pertinent content without the need for constant manual oversight. This approach not only conserves valuable time but also enhances the effectiveness of your client outreach initiatives. It amplifies your client engagement, cultivates more high-quality prospects, and ultimately propels an increase in conversions. Every campaign is meticulously crafted to align with your distinct financial business requirements, guaranteeing that you’re conveying the appropriate message to the appropriate individual at the most opportune moment.

  • How is email marketing automation different from traditional email marketing?

    In the finance sector, conventional email marketing often necessitates manual labor for crafting, planning, and distributing emails, a process that can be labor-intensive and less precise. However, as a leading email marketing automation agency, we leverage cutting-edge technology to automate these tasks and beyond. Our system enables the segmentation of your email list, tailoring messages to individual clients, and strategic timing based on client behavior or pre-set triggers. This results in more efficient campaigns, as your communications become more pertinent and timely, thereby enhancing client engagement and boosting conversions.

  • What are the essential features to look for in an email marketing automation agency?

    The ideal email marketing automation agency for the finance industry will provide a holistic suite of services, encompassing the formulation of strategies, generation of engaging content, implementation of campaigns, and insightful data interpretation. They’ll possess the expertise to segment your clientele for personalized campaigns, automate emails in response to specific triggers, and deliver in-depth analytics on campaign effectiveness. Additionally, they should have the capability to seamlessly integrate with your current CRM or other software systems, whilst adhering to email regulations and industry best practices. Above all, they should comprehend the unique nuances of your financial institution and be proficient in devising strategies that resonate with your objectives.

  • How much should I budget for an email marketing automation agency?

    The expense associated with this service can fluctuate significantly, contingent upon the extent of your requirements and the proficiency of the email marketing automation agency. Some agencies might propose structured plans, while others could deliver tailor-made strategies. The essential factor is to identify an agency that presents clear pricing and can demonstrate a tangible return on investment. Keep in mind, channeling resources into email marketing automation isn’t merely an expenditure—it’s a strategic investment towards the expansion of your financial business. It’s invariably prudent to converse about your financial plan and anticipations at the outset to guarantee a harmonious collaboration between your finance firm and the agency.

If you were unable to find the answer you’ve been looking for, do not hesitate to get in touch and ask us directly.

Our Growth Methodology

  • We’ll start by talking on the phone to get a sense of what your challenges are right now, what you’ve tried so far, and if we're the right full-service digital marketing agency for you. No hard selling. Promise.

  • If we think we can help you, we’ll put together Marketing Insights specifically for your company. Running your business through our experienced digital marketing agency analysis, we’ll create an execution plan which maximizes all the opportunities we see for growth and specific KPIs.

  • We’ll get you as many quick and early wins as possible, while setting up specific, long-term, scalable digital marketing goals.

  • We’ll roll out our full execution plan, focusing on timely, tactical implementation, and setting up scalable growth opportunities. This frees you up to work on other high impact areas of your business.

  • Our online marketing team continually monitors your results at every step of the process, then leverages that to get you even more wins.

Optimize Financial Emails

— Testimonials

Our Creds


— Our clients love us

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“Single Grain enables us to increase our impact without increasing our headcount”

“We really lean on Single Grain as an extension of our team, which enables us to increase our impact without increasing our headcount.”

— Kim Cooper
Director of Marketing, Amazon Alexa

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“Their expertise has helped Nextiva grow its brand and overall business”

“The Single Grain team has been instrumental in providing us with forward-thinking, growth-impacting marketing support. Their expertise has helped Nextiva grow its brand and overall business.”

— Yaniv Masjedi
CMO, Nextiva

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“They act like an extension of our team, proactively coming to us with ideas and fixing issues as they arise”

“Single Grain has been an important force for guiding our digital marketing. They act like an extension of our team, proactively coming to us with ideas and fixing issues as they arise. They're exactly what we look for in partners.”

— Samantha Goldman
Sr. Director of Marketing, CastLightHealth

Level Up Your Marketing Knowledge

Marketing School
A top business podcast with 90
million downloads
Eric Siu & Neil Patel
Leveling Up
A channel that will help you level up your business skills and master the game of life
Eric Siu & Leading

Level Up Your Marketing Without Increasing Your Headcount

Optimize Financial Emails