BANKS & INSURANCE

Secure communication for sensitive financial data

Discretion, data protection, and targeted communication are essential in email marketing for banks and insurance companies. With Inxmail, you can send contracts, policies, and service information automatically, personalized, and in compliance with GDPR—tailored to the different needs of your customer groups.

Discover the platform

Personalization tailored to financial life stages

Highest deliverability for confidential content

Targeted offers based on customer data

These banks and insurance companies trust Inxmail

Smart. Secure. Scalable.

Banks and insurance companies need a solution that meets regulatory requirements, works across systems, and enables individualized communication. That's exactly what Inxmail is designed to do:

  • Regulatory security: GDPR & DORA compliant and ISO 27001 certified.
  • Reliable delivery: Certified delivery technology for maximum delivery rates.
  • Personalization: Tailored content – created from your customer data in real time.
  • Efficiency: Automated routes to reduce the workload of customer service.
  • Integration: Connection to CRM or banking systems – for smooth processes.
“Providing our fund prices free of charge is an important service for our investors. With Inxmail, we master this daily challenge reliably, professionally, and tailored to individual investor requirements.”  
Christian Scholz
Digital Business Consultant, MEAG
Application examples

Possible applications for banks and insurance companies

Individual content for different target groups

Create target group-specific newsletters tailored to the interests of your target group, such as construction financing, retirement planning, or insurance coverage. Inxmail analyzes click behavior so that you can place content in a targeted manner – ensuring that communication remains relevant for each target group.

Accompanying routes for important life events

Accompany your customers through important life phases such as starting a family or planning for retirement: automated mailings strengthen trust and deliver real added value. Explain new features, accompany updates, or remind customers about digital self-service offerings.

Deliver trust-relevant content in compliance with GDPR

With Inxmail, you can send fraud warnings, system information, or terms and conditions updates automatically and in compliance with GDPR. This allows you to provide information quickly and in a legally compliant manner – even across multiple branches.

Individual fund and product updates via email

Send current price information and contract updates fully automatically. Use the knowledge about your customers from your system data to deliver exactly the information that matches their interests and products.

“Inxmail's flexibility, expertise, and implementation skills are always impressive and characterize our collaboration.”  
Christian Scholz
Digital Business Consultant, MEAG
Case Study

Daily fund prices via email

Investors receive their personal price updates from MEAG for exactly the products they are interested in. The entire mailing process is automated – including data reconciliation, personalization, and delivery.

Read case study

Case Study

New leads with digital Advent calendar

PSD Bank relies on a seasonal email format with attractive content and clear interaction. The result: high open rates, lots of new addresses, and measurable impact for sales and the brand.

Read case study

How does your newsletter compare to others in your industry?

The email marketing benchmark shows that the financial sector achieves high average open rates – even with a comparatively low sending frequency. At the same time, there is still potential for improvement in the click rate. Find out how well your email marketing is performing in comparison.

Emails from the financial world enjoy a high level of trust

Relevance and timing are key to getting more clicks

Successful delivery and outdated distribution lists are obstacles

FAQ

Frequently asked questions about email marketing for banks and insurance companies

Here you will find practical answers to typical requirements in a regulated environment – from integration to legally compliant customer communication.

How does Inxmail support the legally compliant delivery of sensitive information?

Inxmail is GDPR and DORA compliant, ISO 27001 certified, and hosts exclusively in the EU. You can send contract information, policies, account or investment data securely and in compliance with audit requirements—even across multiple locations. Flexible permission processes and technical safeguards ensure data protection and deliverability.

Which mailings can be automated in this industry?

Whether contract confirmations, policy updates, premium adjustments, or reminders of deadlines – all of this can be automated with Inxmail. Welcome sequences after account opening, consultation, or application, reactivation campaigns, and product information throughout your customers' life cycles can also be implemented – controlled directly from CRM, customer portals, or specialist systems.

Can Inxmail be integrated into existing systems?

Yes, Inxmail can be connected to all common systems via interfaces or the developer API – whether CRM, banking software, customer portal or insurance platform. This allows you to control mailings without system breaks, benefit from a holistic database and incorporate your data into your communications in a targeted manner.

How does email marketing help with customer loyalty and lead generation in the financial sector?

With Inxmail, you can automatically guide customers through the entire lifecycle: from product interest (e.g., credit card, car insurance) to conclusion and reactivation. You can follow up on canceled applications with reminder emails, offer alternatives in good time when contracts are due to expire, and targeted campaigns ensure recurring touchpoints with high relevance.

Is Inxmail suitable for organizations with multiple locations?

Yes, you can organize your email marketing with the Inmxail platform according to different accounts and spaces – ideal for banks with a branch network, insurance companies with an agency structure, or law firms with multiple offices. Data areas remain clearly separated, and campaigns and templates can be shared.

Curious about the Inxmail platform?

We understand the requirements of your industry. Inxmail supports you in delivering scalable, personalized, and data-driven newsletters. Let's talk!

Call us directly: +49 761 296979-800
Write to us: sales@inxmail.de

Request a free demo