Email Marketing project for a Financial Planning business in London delivering 42% open rate
The Financial Planning business in London had a dormant email list of 4,200 subscribers they were sending monthly newsletters to — averaging 14% open rates, 0.8% CTR and zero automation sequences. Significant revenue was being left on the table.
We rebuilt the email marketing programme for this Financial Planning client from scratch — cleaning the list, setting up Klaviyo with proper segmentation, building 8 automation sequences and implementing a weekly editorial calendar with rigorous A/B testing.
The project was completed in 3 weeks from kickoff to delivery, with the client's team involved in weekly sprint reviews. All deliverables were tested against the agreed KPIs before final sign-off.
Re-engagement campaign recovered 22% of inactive list
Post-purchase flow: increased repeat purchase rate by 67%
CTR improvement: 2.1% to 7.2% after subject line testing
This Email Marketing project for the Financial Planning sector was delivered using the following platforms and technologies:
The success of this Financial Planning project in London came down to three fundamentals: clear KPI alignment before the first line of work was delivered, a disciplined methodology applied by our certified Email Marketing specialists, and a client team that understood the process and trusted the data.
CodeHub Soft has replicated this framework across 200+ projects in 7 countries. The result is consistent, documented growth — not one-off wins. Browse more Email Marketing case studies or contact us to discuss your project.