Email Marketing Software for Investment Advisors
Send professional newsletters, grow your email list, build a trusted brand and close more prospects.
Keep clients and future prospects engaged with email.
Audienceful simplifies email marketing for financial advisors and RIAs seeking to nurture clients and prospects. Our platform pairs full-featured automation, segmentation, and reporting with a modern, document-style writing experience that makes it ridiculously easy to:
Keep clients happy
Educate with regular market newsletters and keep clients from jumping off the ledge in times of market turbulence. Reduce anxious calls and emails from clients by keeping everyone informed and on the same page at the same time.
Close more leads & prospects
Setup lead magnets on your website and automated email sequences. Then share market insights, financial tips, and insights into changing regulations, establishing your practice as a trusted source of expertise. The Audienceful AI Agent can plan and build these multi-step nurture sequences, write and edit each email in your firm's voice, and organize contacts into the right segments, all from a simple chat, previewed for your approval before anything sends.
Drive loyalty & referrals
Stay top of mind and encourage satisfied clients for testimonials, referrals and online reviews to attract new business. Offer referral rewards to turn clients into advocates of your firm.
How we're different.
Minimal, fast, and set up for best practices by default.
Branded, modern emails in one click.
Setup a simple email design system and never fight with templates again. Everything you send is accessible, mobile-first, deliverability-optimized, and dark-mode-friendly.
Feels like your favorite notes app.
Say goodbye to those clunky email builders from the early 2000s. Audienceful is a full-featured, collaborative email platform that works like Google Docs or Notion.
Juggle multiple audiences with ease.
Get the right message to the right group. Segment your subscribers into multiple audiences with tags, custom fields and powerful conditionals.
The easiest automation builder, ever.
Put marketing on autopilot so you can focus on other things. Build powerful, multi-step drip automations with branching and conditional logic for any use case...welcome sequences, lead magnets, email courses, loyalty programs, and much more. Or let the Audienceful AI Agent build an entire automation for you from a plain-language brief.
Integrate with the rest of your tools.
Sync data and contacts from your CRM, Payment Processor, POS system, and 4000+ tools via Zapier or API.
Join 10,000+ making the switch.
See why teams move all email to Audienceful.
“Holy sh*t this is fantastic… I'm really impressed so far. You all have built something special here.”
“I love products like Audienceful. It hints at a better future, connecting creatives with richer workflows.”
“So much easier to use… has already saved us hundreds of hours.”
