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Email Marketing for Financial Advisors

Create email campaigns on the fly to the audiences that matter most to you.

Email marketing preview

Craft branded emails without relying on a designer

With Lead Pilot, email campaigns are a cinch to create. Tailor the content for your audience and modify styling to uniquely match your brand.

Craft branded e-mails
  • Forget clunky drag-and-drop email builders or one size fits all templates, Lead Pilot’s WIZIWIG (what you see is what you get) makes customizing colors, images and more a breeze.
  • Mobile opens account for 46% of all email opens,[1] which is why every email deployed through Lead Pilot is fully responsive across all devices.
  • Automatic archiving satisfies all regulatory requirements for every email you send.

Boost open and clickthrough rates with highly personalized emails

Ensure your emails are not only seen but clicked.

Personalized e-mail creation
  • Tailor subject lines, sender names and preview text to keep your audience engaged.
  • Send immediately or schedule emails at the optimal time.
  • Cater to your contacts’ interests and their unique life stage with segmentation.

Start sending emails today to grow and nurture your client base

Schedule a 1:1 Demo