State of Financial Services Marketing Report:
Email 2019

Although there has been some discussion in the last decade that ‘social is killing email’, the truth is marketers still rely heavily on reaching people through their inboxes.

We analyzed over 149,000 B2B professional investor communications sent from 125 investment management companies from 2010 to 2018 – looking closely at open and click rates and focusing on what you can do to improve your results.


In this report we’ll cover:

How to optimise your sender information and subject lines to boost opens.

How send time and date and list size affects your engagement.

Improving conversions by strategically placing links and enhancing your calls to action.