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FOR FINANCIAL SERVICES

Email marketing
your clients actually
want to read

We’ve reimagined email marketing from the ground up—for financial professionals who want to build trust, stay top-of-mind, and grow their practice with zero wasted time.

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Made for
financial pros

No more clunky tools or hours spent writing. Create polished emails and client updates in minutes—with AI that understands your brand, your niche, and your clients’ biggest concerns.

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Accountants & Bookkeepers

Turn tax tips and regulatory changes into content clients actually read. Send monthly newsletters, deadline reminders, and value-packed updates with just a few clicks.

Financial Advisors

Position yourself as a thought leader—without lifting a finger. Generate trust-building content that simplifies investing, markets, and money strategy.

Tax Consultants

Stay top-of-mind all year, not just during tax season. Automate client reminders, IRS updates, and insights that reinforce your expertise.

CPAs & Compliance Professionals

Keep clients informed and confident. Deliver timely updates and complex guidance in plain English—with AI that keeps you on-brand and on-message.

“Absolutely love Hoppy Copy—
my go-to starting point for all my email content”

- Haylee Gaffin, Owner, Gaffin Creative

✰✰✰✰✰

Client-ready content,
on auto-pilot

Proven email campaigns that convert

Launch faster with 100+ templates for newsletters, onboarding flows, promos, and client check-ins—ready to customize to your niche.

Weekly updates, automated

Turn your insights, blog posts, and articles into branded, professional newsletters that write themselves.

Multi-day email funnels, done in minutes

Create nurture flows, upsell sequences, and onboarding journeys without writing from scratch.

50+ tools built to grow your practice. From welcome emails to market updates and deadline alerts, everything you send builds trust and drives referrals.

Brand Memory

A central AI-nervous system learns your entire brand strategy

A smart AI system that learns your tone, niche, and key talking points—so your content is always aligned and always compliant.

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AI Writer

AI writing templates for real business results

Turn blank pages into branded updates, lead-gen emails, and strategy explainers—without sounding like a robot.

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Spam Checker

Make sure you land in inboxes

Avoid the junk folder. Automatically identify and fix issues hurting deliverability.

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Design Templates

Apply beautiful design themes with 1-click

Beautiful, mobile-friendly designs that look professional—and only take minutes to use.

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Automate your newsletter—without losing the human touch

Client-friendly reports & reminders

Generate monthly or quarterly updates using your existing reports, blog posts, or financial data.

Repurpose your expertise

Turn webinars, social posts, or tax-time checklists into timely newsletters and sequences.

Trending market insights, auto-summarized

AI curates and rewrites financial headlines so you can stay relevant without scrambling for content.

Highlight wins and testimonials

Showcase happy clients and success stories—automatically.

Financial pros using Hoppy Copy see20% higher
open rates than the industry average

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✔ Join 100,000+

Take a peek at what top coaches are sending

Browse thousands of email campaigns from other coaches, then use AI to create even better-performing content for your list.

Everything you need
in one modern platform

Forms

Forms & link-in-bios

Capture leads and segment them effortlessly with stylish, brand-friendly opt-ins.

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Publishing

Send, export, or schedule your emails

Send directly with Hoppy Copy or export to your ESP. Built-in flexibility for wherever you are in your business.

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Automation

Smart automations

Create automated journeys for onboarding, upsells, and follow-ups that run while you coach.

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Integrations

Seamlessly integrate with your existing CRM

Connect seamlessly to your CRM with Zapier and other tools.

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Analytics

See what’s working. Double down with AI.

Track who’s opening, clicking, and engaging—then instantly generate more high-performing content based on what your audience loves.

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Designed for humans.
From solo creators to massive teams.

“Cut my content
production time in half”

- Diana Jakubcova, Founder

✰✰✰✰✰

“My work has never
been easier!”

Monica Nazli, Product Marketing

✰✰✰✰✰

Create your first email today

GET STARTED—FOR FREE

Join 100,000+ marketers