Mastering Email Settings for Better Engagement | Finpace

In this video, we dive into the essential email settings within the Finpace Engagement Hub and how they can boost your client engagement.
Here’s what you’ll learn:
Email Types & Subject Lines: Choosing the right email type and crafting compelling subject lines with the {{firstName}} merge tag for higher open rates.
Why Personalization Works: Research-backed insights on how personalized emails improve engagement and build stronger client relationships.
Disclosures Made Easy: Include compliance disclosures seamlessly for clean, professional, and thorough communication.
Finpace makes it easy to create emails that are not only compliant but also drive meaningful engagement.
👉 Watch the next video in the series here: • Build Beautiful Emails...
Don’t forget to like, comment, and subscribe for more ways to simplify and scale your financial practice with Finpace!