B12 email marketing for financial planning

Everything your financial planning business needs to execute professional email marketing in minutes.

No credit card required
B12 email marketing for financial planning

Emails that seamlessly integrate with your financial planning website

With B12 email marketing, our AI saves you time so you can focus on your business.

It’s crucial to keep in touch with your audience! Regularly sending updates about your business keeps email subscribers engaged and encourages them to learn more about what you offer, to make a purchase, or to attend an event.

B12 email marketing makes it easy for you to create and send highly engaging emails about promotions, product launches, new blog posts, upcoming events, and more. Pre-written email copy, an intuitive contact management tool, and customizable templates that automatically match your website make it incredibly simple to reach loyal customers and new leads fast!

How to use B12 email marketing to reach more prospective customers

Our email message library helps you send emails with purpose. Even better, our AI automatically designs your emails to reflect the look and feel of your website for a cohesive experience that shows subscribers how professional you are.

Not sure where to start? We'll suggest popular emails for financial planning businesses to send. You can also start from scratch by selecting “Blank email.”

Once you choose what kind of email you want to send, click “Customize” to start personalizing it. You’ll notice that your website’s colors and fonts are added right away! After customizing your email and sent a test email, you’re ready to officially send it to subscribers.

Features that take your email marketing to the next level

Here’s a look at how B12 email marketing can help you drive traffic and engage visitors.

Pre-written messages
Pre-written messages

Choose from our collection of pre-written email messages for various occasions, make edits, or write your own from scratch

AI-built emails
AI-built emails

Your emails are automatically designed to match your website's branding, colors, and fonts

Contact manager
Contact manager

Centralizing all of your website's interactions and form submissions helps you stay organized

Mobile-friendly
Mobile-friendly

All emails are designed to look great on mobile, desktop, and tablet

Expert assistance
Expert assistance

B12 experts are available to help from the moment you start importing your contacts

Dedicated customer success
Dedicated customer success

Our customer success team members are experts in their own right and happy to help

Several customizations can be added in only a few clicks so you can build a high-quality website fast.
Pro tip: The B12 website editor includes expert mode, which gives you or your web expert the ability to add extra layers of customization.

What customers & experts say

Annabel
Annabel Customer / Evolv Ventures

“My B12 experience has been great! What I appreciate most is that I can edit the site personally whenever I want to, but I can also ask for support when there are changes that I'm not able to make myself. B12 is great blend of a DIY service and a full-service website agency.”

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Natalie
Natalie Customer / Natalie Elisha Gold

“The entire \[B12] process felt really quick and efficient. I was able to work with them and highlight certain areas that I wanted on my website. Everything that I didn’t like was changed in a matter of seconds and minutes. It was vastly different compared to the previous team that I had hired to do my website.”

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Jaiden
Jaiden Design expert at B12

“B12’s AI draft dramatically reduces my time traditionally spent working on content structure. As a B12 web expert, I can focus more time on creating a beautiful website and UX that fits the customer’s content and goals.”

Roberto
Roberto Customer / Emerald Gardens

“B12 was able to give us the flexibility we needed to play around with website elements while guiding us in our first attempt at building a website.”

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Anne
Anne Customer / Grit and Grace

“The value of the B12 website was there from the very start. I noticed more traffic coming in immediately, which is hugely important for me. Knowing that B12’s tools are constantly optimizing my website for search engines offers me peace of mind. It helps me focus on running my business instead of trying to figure out how to run a website.”

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Debra
Debra Customer / A New View of Food

“B12 has positively impacted my business with its wide variety of integrations, such as the bookings integration! I’ve been getting more emails from potential customers who are able to book online and schedule consultations with me easily. I’m not tech savvy, so if you’re like me, having a company like B12 to work with is incredibly helpful.”

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Megan
Megan Customer success at B12

“The website editor rocks! It makes it easy to add new items while keeping the same theme and structure I set when I created the site, no reformatting needed. It's fool proof and provides everything needed to create a seamless, gorgeous website. I actually use B12 for my own website!”

Rick
Rick Customer / Rick Finbow Enterprises, LLC

“I think it's great that B12 is watching out for me. I'm reminded to update my website and I get ideas. I like that I'm not in it alone.”

Karen
Karen Customer / The Lin Life

“B12 uses artificial intelligence to create websites quickly. The human team is friendly and accessible for those new to website development. I have a polished website in a shorter amount of time at an excellent value.”

Kelly
Kelly Customer success at B12

“We pride ourselves on excellent customer service. I love how customer-centric we are, and the technology we use to speed up the website creation process has helped us to deliver professional sites in a shorter span of time.”

Heidi
Heidi Customer / CD Roma

“Since the launch, we’ve gotten more form submissions to inquire about our catering service and menu options. On top of that, I’ve noticed more customers who found out about us through our website before coming down to dine! The traffic we’ve realized in the short time the site has been online is very impressive.”

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Daniel
Daniel Sales at B12

“I'm proud to work for B12 and deliver the product and service we do. Too often, individuals do not have the time or industry knowledge to build, manage, or maintain a website. In today's world, your website can be your best friend. We strive to make sure your best friend is working as best it can!”

Mandie
Mandie Design expert at B12

“I have thoroughly enjoyed working with the B12 website editor. It allows me to make pixel-perfect websites in a fraction of the time.”

Chuck
Chuck Customer / Crowdfluencer

“My B12 website looks great, I am truly satisfied with the outcome. I love the responsiveness of our new website, plus it's incredibly light and fast. The team did an incredible job with the styles and the designs really popped for me.”

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Andrew
Andrew Customer / Heroes Homestead

“I was always intimidated by my perceived difficulty of building a website but my experience with B12 was pretty smooth. I especially appreciate the quick response time to any requests I’ve sent the B12 team, and I also like the flexibility and ability to design the website ourselves. Since building my website, I’ve received a significant increase in the number of page views and email requests from the page.”

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Spread the word about your financial planning website!

Join the 96 financial planning professionals who’ve found success with B12 email marketing.

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