Email Builder
Finpace’s new Email Builder is designed to give advisors full control over their client communications while maintaining a professional, on-brand image.
With features similar to platforms like Mailchimp and SendGrid, the Finpace Email Builder is located in the Engagement Hub to automate client outreach and workflows, making it easier to manage essential tasks such as client reviews, annual meetings, and KYC requirements.
Overview
Finpace's Email Builder empowers advisors to create customizable, branded emails to engage clients at every stage of their journey. Whether you’re sending forms for onboarding, setting up annual reviews, or reminding clients of KYC updates, this tool provides a streamlined way to manage your communications with ease.
Email Builder
Key features include:
- Drag-and-drop editor: Easily design email templates with customizable layouts.
- Brand customization: Add your firm’s logo, colors, and branding elements for consistency.
- Form integration: Embed secure forms directly within emails for quick client data collection.
- Client portal access: Include links for clients to securely log into their personal portals.
- Automation capabilities: Automate regular tasks such as client reviews, annual meetings, and compliance reminders (KYC, etc.).
Email Builder Functionality
Creating a branded email in Finpace is simple. Here’s how to get started:
- Access the Email Builder: Navigate to the Engagement Hub in Finpace and click on "Create New Email."
- Choose a Template: Select from pre-designed templates or create your own from scratch using the drag-and-drop editor.
- Add Custom Content: Personalize the email by adding text, images, client-specific forms, and links to client portals.
- Automate Your Workflow: Set triggers for automatic email dispatch, such as sending out KYC reminders at the beginning of each client’s review cycle or automating the invitation for an annual meeting.
- Preview and Send: Use the preview tool to see how the email will look on various devices. Once satisfied, schedule the email or send it immediately.
Email Builder Previews
Builder View
Web Browser View
Mobile View
Engagement Hub Integration
The Engagement Hub is the control center for all client interactions, and it’s what powers the functionality of the Finpace Email Builder. Here’s how the Engagement Hub and Email Builder work together:
- Client Segmentation: Use tags and filters in the Engagement Hub to segment your audience and send targeted emails. Whether it's clients due for an annual meeting or those needing a KYC update, you can easily create email lists for tailored outreach.
- Automated Campaigns: The Engagement Hub allows you to automate your email campaigns based on client activity. For example, you can set up an email sequence for clients who complete onboarding, automatically sending them the next steps or forms for further data collection.
- Track Email Performance: The Engagement Hub provides insights into email open rates, clicks, and responses, allowing you to measure the success of your campaigns and make data-driven adjustments.
Use Cases for the Finpace Email Builder
The Finpace Email Builder is versatile and designed to streamline client communication across a variety of scenarios. Some common use cases include:
- Client Reviews: Automate the process of sending annual or quarterly review reminders, including a link to schedule a meeting or complete pre-meeting questionnaires (PMQs).
- KYC Requirements: Send automated reminders to clients needing to update their KYC information, with embedded forms and autopopulated information for the fastest possible completion.
- Onboarding: Welcome new clients with personalized emails that include links to their client portals and forms for further data collection.
- Client Portal Invitations: Allow clients easy access to their secure portal with one-click links embedded in branded emails.
- Event Invitations: Invite clients to upcoming events, webinars, or meetings directly through personalized emails.
Best Practices for Using the Email Builder
To get the most out of the Finpace Email Builder, consider the following best practices:
- Keep Emails Concise: Clients appreciate brief, clear emails that get straight to the point. Use bold headlines, bullet points, and short paragraphs to convey your message.
- Maintain Consistent Branding: Ensure your emails reflect your firm’s branding by using the logo, colors, and fonts that clients associate with you.
- Leverage Automation: Automate recurring tasks like annual reviews or KYC updates to ensure no client slips through the cracks.
- Monitor Engagement Metrics: Regularly review email performance metrics in the Engagement Hub to refine your communication strategy.
FAQs
Yes, you can easily embed secure forms in your emails using the Finpace Email Builder. Clients can fill out forms directly through the email, streamlining data collection.
You can automate email campaigns to trigger based on specific events, such as a client's review date, completion of onboarding, or need for a KYC update. This ensures timely and relevant communications without manual effort.
Yes, through the Engagement Hub, you can segment clients using tags and filters to send highly targeted emails based on client needs or status.
Absolutely. The Engagement Hub tracks key metrics like open rates, clicks, and responses, allowing you to measure and optimize the success of your email campaigns.
Yes, through the Engagement Hub, you can segment clients using tags and filters to send highly targeted emails based on client needs or status.
