Campaign Email Templates

  • Updated

Campaign Email Template 1

Subject Line: See All Your Accounts in a Single Place

See All of Your Accounts in a Single Place

Tired of having to sign into a bunch of different apps, websites, and services to understand your finances? We have some good news for you!

With [INSTITUTION NAME], you can log in to a single place and see everything! Add any of your external accounts to see a complete picture of your finances in just a few simple steps.

Can I really add all of my accounts? Yes!

  • Add any accounts you have with other banks and credit unions
  • Checking, savings, cash, investments, property, loans, and more

Log into online banking to add external accounts today or visit [INSTITUTION WEB ADDRESS] to learn more.

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Campaign Email Template 2

Subject Line: Realign and Refocus on Your Spending

Realign and Refocus on Your Spending

Have you ever logged into your checking account to find that you visited your favorite coffee shop a few too many times last month? Don’t worry, we have all been there!

With [INSTITUTION NAME]’s Spending tool, you can quickly see where you’re spending your money without the need to manually sort or categorize transactions.

Why use our Spending tool?

  • A month-to-month comparison lets you see how your spending habits change
  • Automated categories mean there’s no need to manually add up expenses
  • Tags and memos give you flexibility to track what — and how — you’d like

Log into online banking or visit [INSTITUTION WEB ADDRESS] to learn more.

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Campaign Email Template 3

Subject Line: Budgeting Made Simple

Budgeting Made Simple

Almost everyone dreads the idea of making and maintaining a budget. But what if it could be easy, and put the things you value most first?

We’ll take the effort out of budgeting for you by recommending the best options based on how you currently spend your dollars.

How is this different from a typical budget?

  • Gain flexibility to set budget categories and adjust along the way based on your spending habits
  • Easily identify big spending areas and whether you are over or under budget in any category
  • Track your progress towards staying on budget with an easy-to-read progress bar

Log into online banking or visit [INSTITUTION WEB ADDRESS] to learn more.

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Campaign Email Template 4

Subject Line: Set and Track Goals Like Never Before

Set and Track Goals Like Never Before

Here at [INSTITUTION NAME], we want you to reach your financial goals — and we’re here to help. Whether you are saving for a big purchase in the short-term or planning for the long-term, our Goals tool will help you plan, prioritize, and visualize your goals.

Great goals to set:

  • Save for something big, like a vacation, a new car, or a home remodel
  • Set — and reach — your retirement savings goals
  • Pay off credit cards and loans

Log into online banking or visit [INSTITUTION WEB ADDRESS] to learn more.

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Campaign Email Template 5

Subject Line: Pay Off Debts Faster

Pay Off Debts Faster

Let us help you tackle one of the biggest sources of stress in anyone’s life — debt. With our debt reduction tool, you can add all of your debt accounts into a single view, set and track your progress, and see how much you can save by paying off debt early.

Why use the debt reduction tool?

  • Prioritize which debt to pay first based on how quickly you can pay them off
  • Calculate your earliest debt-free date
  • Easily see your progress and celebrate wins along the way

Log into online banking or visit [INSTITUTION WEB ADDRESS] to learn more.

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