Email marketing is essential for any financial services business looking to increase customer engagement, acquire new customers, and maximize profits. When it comes to email marketing design and strategy, success is determined by the technology you have access to and the level of expertise behind it. That’s why we offer email marketing services specifically designed for financial services companies.
Ongoing Email Marketing Support
Our team of experts has years of professional experience and knowledge in today’s popular email marketing platforms, including MailChimp, Active Campaign, and Constant Contact. We understand the unique challenges of marketing in the financial services industry and know how to tailor our strategies to meet the specific needs of your business and ensure that your emails reach the right audience at the right time. Whether you want to promote new products or services or stay top-of-mind with your customers, we can help you achieve your goals through targeted email campaigns.
Our approach is focused on delivering measurable results that drive business growth. By leveraging our data analytics and customer segmentation expertise, we can help you optimize your email campaigns for maximum impact. Whether you need weekly newsletters, welcome emails, or a re-engagement campaign designed, we’ll work with you to develop a plan that fits your needs and budget.
Scalable Monthly Plans
Try out an email marketing specialist for 5 hours a month or get serious with a 50-hour plan. Need more hours? We can create a customized plan to fit your needs. With our flexible plans, you can increase or decrease as needed.
Check out our online portfolio to see some of the work we have done for our clients.
No Contracts. No Hassle.
Just experienced US-based support
the way you need it.
US-Based Specialized Expertise
Flexible Monthly Plans
Client Experience Managers
What people are saying About Equivity
Equivity knows how to create a business owner, sales person, CEO more time to do what they are good at. Or, simply focus on some much needed time off. I own a business and not one of our employees is a specialist in social media and blogging. So I hired an expert in the field. We are wowing my industry with content. I am very excited about my future with this company. I could not be more happy.
I originally hired Equivity to do SEO on my website. It was a big success and now my virtual assistant handles all my digital marketing activities including a complex e-commerce site, email marketing and my online Etsy store. Equivity’s been a real game changer for my marketing activities.
I own a boutique residential remodeling and construction company in San Francisco. Most of my clients are sophisticated and tech savvy and I wanted to have a website that matched that level of sophistication. My marketing VA designed an elegant website and AdWords campaign that exceeded my expectations. I couldn’t be happier with the results.
I’ve always wanted to start a business where my entire front office is subcontracted to third party professionals to keep overhead below average and professionalism above average. This includes bookkeeping, client communications, scheduling, marketing and anything else I need. I’ve tried dozens of firms and people trying to piece it together with no luck. Then I met Eric and Equivity. They are handling all of this for me and more. So I now have the time to focus on what I am good at; sales. My employees love working with them too. Since we are approaching one year together, we are thinking alike too which is a great sign for the team. Definitely recommended. A 5-Star operation.
Equivity is great to work with: affordable, reliable, courteous, and with an obvious sense of care. I can’t recommend them highly enough.
The Equivity Team have been a valued partner for my business. Kim has brought all the best of an essential team player – collaborative, creative, and kind. She’s helped build solid process and communication in an inherently chaotic part of business – marketing. The entire Equivity Team has been responsive and flexible to my needs. I couldn’t ask for anything more.
I’ve been using this service for months, and it’s helped me tremendously in growing and scaling my startup. Highly recommend!
Equivity has been a great partner for my small business in helping with marketing support. I’d recommend them to any small business considering adding virtual assistants to their team.
Wendi has been a joy to work with! I truly am happy I have signed up for Equivity services…best decision I have made for my small business.
I used Equivity because, as a small business, I don’t have the resources to employ a full-time marketing department, but needed significant help with online marketing and advertising (pay-per-click, social media, etc). I was extremely satisfied with how much my virtual assistant from Equivity was able to accomplish in just 5 to 10 hours a week. Our Google ads and Facebook ads have improved dramatically since working with Equivity‘s team and our placement costs have actually gone down. Can’t say enough good things! Will definitely use them again.
Equivity has been amazing. I wish I would have found this company and my Marketing Assistant years ago. I am so grateful for Erin, my Virtual Marketing Assistant’s, expertise and knowledge. She has my business running so smoothly. Thank you Erin!
How Does It Work?
Flexible and Fast.
Customized support & scalable
plans to fit your needs.
Talk to Us
During this 30-minute call, we will assess the skillsets and hours you need and answer any questions you have.
Placement & Interview
We will send you a detailed bio of the best assistant for your needs and, if you prefer, you can schedule a one-on-one interview with them.
Choose a plan that works for you. No long-term contracts and you can increase, decrease, or cancel your plan at any time!
Establish key objectives, discuss communication methods, and create a plan for success with your assistant and Client Experience Manager.