Financial services

Email signature management for finance

Whether you're an accountant, banker or financial advisor, elevate your email signatures for more than just compliance. Build customer trust, expand your marketing reach, and maintain security with every business email sent.

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Trusted by financial service organizations around the world

Automate to accelerate

  • Easily control email signatures organization-wide, ensuring consistency and professionalism.

  • Streamline signature design and management from a single hub – no IT skills needed.

  • Save time by automatically populating contact details from your user directory.

  • Tailor signature templates for different individuals, teams, and locations.

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Supercharge your customer and prospect experience

  • Build trust by adding consistent branding, reviews, and accreditations to your email signatures.

  • Give your customers a connected experience by including links to helpful articles, a QR code for your latest app, or communicating important financial news.

  • Check how customers feel about your service with one-click surveys.

  • Empower your sales teams to nurture prospects with personalized content.

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Stay secure and compliant

  • Ensure legal compliance by incorporating disclaimers and privacy statements.

  • Safeguard customer privacy by keeping emails encrypted.

  • Choose a trusted partner supporting standards such as SOC 2 Type II, ISO 27001, ISO 27018, and Cyber Essentials.

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Built for every business

Exclaimer is used by companies of all shapes, sizes and sectors. So we've created three pricing plans to match.

See what other financial service organizations think about us

Every day we securely process emails for our customers using a system built on data-protection, reliability, and trust.

See customer stories

“Using Exclaimer has removed the inconsistencies in email signatures across our organization. It has also allowed us to tailor signatures to reflect campaigns and target customers, internal and external.”

Shane Hetherington

Nymeo Federal Credit Union

“If you're looking for a signature manager, then really consider this as an option. We have easily and quite reliably implemented a unified signature with no issues and quite fast as well.”

Muhammad Zare'a

Saudi Industrial Development Fund - SIDF

“Creating a signature in their template designer is very easy and pretty much builds itself. We were able to create signatures for our separate departments and have them up and running in no time.”

Kyle Wellcome

Land Home Financial Services, Inc.

“I highly recommend Exclaimer to any company that wants to take their communications to a more professional level. I know when I make an update to an individual's information it automatically populates in their signature.”

Heather Clemons

CPAmerica Inc.

“Exclaimer makes the process of automating Outlook signatures across the agency easy. It integrates with AD/Office 365 and can pull from the fields there. It also allows for easy customization and assignment of signatures based on group.”

Ryan M Kimbrel

Keller Leopold Insurance

“Once set up, everything simply works. Many pre-designed templates are available, so even if you aren't a graphic designer, you can still produce a clean, professional-looking email footer.”

Martin Andel

Y3S Loans

“Exclaimer has been a great resource to easily add signatures to our emails. It has worked great with all our Google accounts. Exclaimer has taken care of all my issues.”

Jordan Brewer


Plans to power up your emails

Choose a plan to meet your needs and prepare to launch better company email signatures.

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FAQ - Email signature mastery in financial services

When it comes to safeguarding your email communication within the fast-paced financial industry, knowledge is power. Our FAQ section offers clear, articulate, and comprehensive responses to your concerns about email signature management with Exclaimer. Whether you seek assurance about boosting your brand or ensuring round-the-clock compliance, these FAQs are your gateway to confident and streamlined email signature solutions.

Does Exclaimer have a template for accountant/accounting email signatures?

Indeed, we do. Our suite includes a range of templates expertly designed to meet the specific demands of finance professionals. This includes accountant/accounting email signatures, and financial advisor email signatures. These templates provide not only aesthetic appeal but also the functional elements necessary to convey trust and meticulousness, attributes that are integral to the financial industry.