Email marketing for financial services: disclosures that belong in the template

Fibvo editorial · 12 June 2025 · 4 min read

A required disclosure that depends on someone remembering to add it to each individual campaign will eventually be missed under a deadline. Building it into the base email template, so it appears automatically, removes that risk entirely.

What belongs in the template by default

• Required regulatory disclosures for your product category and regulator.
• A clear, working unsubscribe mechanism, both a legal requirement and good practice for deliverability.
• Accurate sender identification, avoiding any impression of being an unaffiliated third party.

What content earns engagement

Practical, timely content — a reminder about a tax-saving deadline, an explanation of a new RBI or SEBI rule affecting customers — performs better than generic promotional emails, and creates a genuine reason for the customer to open and read.

A compliance disclosure baked into the template protects you even on the day someone forgets to think about it.

Segmentation by product holding

Send content relevant to what a customer actually holds — a loan customer does not need investment product emails, and vice versa — both for relevance and because cross-selling emails may carry different compliance requirements than servicing communication.

---

Written by Fibvo — Bengaluru and Erode, India — working with clients in other time zones. Questions, or think we have it wrong? Tell us.