Group your audience
Organize clients and prospects by relevant interests, source or contact details.
Email marketing for financial advisors
Email marketing for financial advisors.
Send general educational updates and meeting reminders from SendTic. Organize your audience, schedule messages and follow up through your own SMTP provider.
Bring your own SMTP. Sending-provider fees are separate.
What you can do
Write useful messages
Reuse a clear layout for general educational updates and meeting reminders.
Schedule follow-ups
Use reminders or available automations after checking the timing and stopping rules.
Review the response
Check delivery, clicks and replies before deciding what to send next.
How it works
How it works
Prepare your list
Import clients and prospects who have agreed to receive the relevant emails.
Create one message
Start with a useful update and one clear next step.
Test, then send
Check your SMTP connection and test email before scheduling the campaign.
Can I use data from my existing tools?
Use a supported import or connection and check which fields arrive. Booking, order or status-based messages depend on the data and integration you configure.
Do I need a separate sending service?
Yes. SendTic requires a compatible SMTP provider. Its fees, quotas and acceptable-use rules are separate.
Should I move my whole list at once?
Start with a small permission-based group. Verify the contact data, message and results before moving more records.
Can I include sensitive or regulated information?
Do not assume SendTic is suitable for regulated or confidential records. Confirm your privacy, security and legal requirements before using it for that purpose.
Next steps
Keep exploring
Ready for your first campaign?
Start free, connect your SMTP, and send a test.