Finance Lead-Gen Email Campaign

I’m putting together a focused email marketing initiative for our financial services firm and need a specialist who can turn potential clients into qualified leads. The list is warm but has not been nurtured, so the first phase will revolve around building trust through valuable, well-crafted content.

Here’s what I’m after:
• A short welcome sequence that educates prospects with concise articles explaining key financial concepts and our approach.
• Regular broadcast emails spotlighting limited-time promotional offers to drive enquiries.
• Occasional case-study spotlights that showcase real results and social proof.

Copy must be clear, compliant with industry regulations, and written in a tone that reassures readers while prompting action. If you can also handle template design inside tools such as Mailchimp or HubSpot and set up basic automation, that’s a plus.

I’ll supply brand guidelines, existing collateral, and audience segments. You’ll plan the cadence, write the emails, load them into the platform, and suggest simple A/B tests so we can measure opens, clicks, and, most importantly, lead conversions.

When you respond, please share two recent finance-related email campaigns you’ve executed and briefly outline the results you achieved.