Ready-to-Use Templates
Copy these templates and customize them for your needs. Each includes HTML and plain text versions.
Welcome to {{productName}} — let's verify your identity
One quick step to unlock your account. Takes about 2 minutes.
{{transactionType}}: {{amount}} — {{merchantName}}
{{transactionType}} of {{amount}} at {{merchantName}} on {{date}}.
Security alert: New login to your {{productName}} account
A new device just signed in to your account. Was this you?
Your {{productName}} statement — {{month}} {{year}}
Your monthly account summary is ready.
Best Practices
Send security alerts instantly — never batch or delay them
Include enough transaction detail that users can identify the purchase without logging in
Always include a 'not you?' link in security and transaction emails
Keep compliance language clear and jargon-free
Use a consistent, professional tone — fintech emails aren't the place for casual copy
Common Mistakes
Delaying security alerts — even a few minutes can erode trust
Missing transaction details like merchant name, date, or remaining balance
Using alarming subject lines for routine security notifications
Sending compliance updates in dense legalese nobody reads
Not including dispute or support links in transaction emails
Subject Line Examples
Timing & Performance
Personalization Tips
Fintech emails are held to a higher standard
When your product handles money, users read every email carefully. A confusing transaction notification creates support tickets. A delayed security alert creates anxiety. Your emails need to be clearer, faster, and more reliable than any other type of SaaS communication.
This means no cute subject lines on security alerts. No vague descriptions on transaction emails. Every detail — merchant name, amount, date, remaining balance — should be visible without clicking through.
Security alerts build trust when done right
Security notifications are a trust signal. When users see that you're watching for suspicious activity and alerting them immediately, they feel safer using your product. The key is tone: informative, not alarming. Include a "was this you?" option so legitimate users can dismiss the alert quickly.
Monthly statements keep users engaged
Regular account statements aren't just compliance — they're engagement tools. A well-formatted monthly summary that shows money in, money out, and spending patterns gives users a reason to open your emails and stay connected to your product.
Build Beautiful Email Sequences for Your SaaS
Sequenzy helps SaaS founders create automated email sequences that convert. From onboarding to retention - all in one platform.
Frequently Asked Questions
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