Email Marketing for Financial Services

Tailored Marketing Solutions for Your Business.

Do you want to improve your ability to reach, engage, and build trust with your clients through email? Our email marketing experts excel in creating compelling email campaigns, informative newsletters, and engaging client communications that convey your financial expertise.

Our team has expertise in the financial industry, ensuring your email content educates and resonates with your audience. Whether explaining investment strategies, promoting financial services, or delivering regulatory updates, our email solutions cater to your unique needs.

Enhance client engagement and reinforce your reputation as a trusted financial authority. Contact us today!

Email Marketing Services We Offer

Our virtual email marketing specialists can help your business with:

  • Email Template Design
  • Content and Strategy
  • List Building and Segmentation
  • Email Automation and Flows
  • KPI Monitoring and Testing

Virtual Marketing Specialist Plans and Pricing

Monthly
Annual

Need A Customized Plan or a Virtual Assistant Team?

Why Equivity?

Your Vision, Our Mission

Let us make it a reality with
tailored solutions & flexible plans.

Your Business, Your Way

Choose us for a fully-customized experience – from services to plans, we've got you covered without fitting your business into a mold.

Client Experience Managers

Your dedicated go-to person for everything, from maximizing plan value to virtual work insights and virtual assistant management.

Build Your Dream Team

Create a team of diverse assistants tailored to your needs. We have the flexibility to assemble the perfect team for you, across any of our business units.

No Limits, Just Possibilities

Want something outside the norm? Challenge accepted. We adapt to your needs with customized solutions and scalable plans. Dream big, and we'll make it happen!

What people are saying About Equivity

How Do I Get Started?

Flexible and Fast.

Customized support & scalable
plans to fit your needs.

Choose Your Path

Talk to Us
Complete our contact form, and one of our specialists will reach out to discuss the skills and hours you need and answer any questions.

OR

Sign Up Now
If you already know what you need, visit our pricing page to choose the right plan and sign up immediately. No long-term contracts—adjust or cancel anytime!

Placement & Interview
We’ll match you with the ideal assistant and send you their detailed bio. If you'd like, you can schedule a one-on-one interview with them.

Start Working with Your Virtual Assistant

Your virtual assistant will reach out to schedule a call with you and your Client Experience Manager. Together, you'll set clear objectives, discuss communication preferences, and craft a tailored plan for success.