Finance & Payments Solutions

Embed Content Creation in Your Finance & Payments Platform

Seamlessly integrate email, landing page, and document builders to enhance payment notifications, invoices, customer engagement, and compliance communication.

Financial expenses template
Financial email template
Invoice email notification
Target Audience

Who This Solution is Built For

Powerful content creation tools designed specifically for platforms in the finance and payments space

Payment Processors & Digital Banks

Enable branded payment confirmations and secure transaction emails

Subscription & Billing Platforms

Create subscription reminders, branded invoices, and payment recovery pages

WealthTech & Investment Platforms

Generate portfolio updates and compliance-friendly statements

Lending & Insurance Platforms

Create loan approvals, policy docs, and renewal notifications

Trusted By Leading Platforms

Chargebee
Zuora
Fidelity
InvestorHub
Mastercard
Lightspeed
Finnovate
Made Market
Primerica
Kurtosys
Credit Clear
Trade Bank
Chargebee
Zuora
Fidelity
InvestorHub
Mastercard
Lightspeed
Finnovate
Made Market
Primerica
Kurtosys
Credit Clear
Trade Bank
Common Challenges

The Challenges Finance & Payment Platforms Face

Without embedded content creation tools, platforms struggle to provide a seamless experience for their users

Before Unlayer

Users struggle with creating professional-looking transaction emails, invoices & statements

Lack of customization in default banking & billing templates

Manually generating invoices, statements & financial reports is inefficient

Regulatory compliance emails lack branding & personalization

Developing a built-in document editor is expensive & time-consuming

With Unlayer

Create professional transaction emails & statements with ease

Fully customizable banking & billing templates

Automate invoice, statement & financial report generation

Brand-consistent regulatory compliance communications

Quick implementation with ready-to-use document editor

Solution Overview

How Unlayer Helps Finance & Payment Platforms

Embed powerful content creation tools that enhance customer communication and streamline financial document generation

Customizable Transactional Email Builder

Create beautiful, branded payment confirmation & banking emails

Invoice & Statement Generator

Auto-generate invoices, monthly statements & compliance reports

Landing Pages for Subscription & Payments

Recover lost revenue with high-converting pages for upgrades & payment failures

Personalized Loan & Insurance Documents

Offer auto-generated loan agreements, policy documents & financial contracts

Popups for Payment Reminders & Offers

Notify users about payment due dates, promotions & investment opportunities

Invoice template in Unlayer editor
WHY CHOOSE UNLAYER

Skip Years of Development & Launch Instantly

Eliminate the complexity of building and maintaining a content creation tools. Focus on your core product while we handle the content creation experience.

Save 12+ months

Eliminate Development Costs

Skip the years of R&D and launch content creation tools with minimal engineering effort.

5-min setup

Seamless API Integration

Add advanced default design functionality with just a few lines of code using our robust API.

100% customizable

White-Label Customization

Make it look and feel native to your product with complete control over branding and UI.

99.9% uptime

Scalable & Secure

SOC 2 compliant, enterprise-grade reliability with 99.9% uptime SLA guarantee.

Always up-to-date

Future-Proof

Automatic updates and feature enhancements without added development effort.

24/7 support

Enterprise Support

Dedicated support team with enterprise SLAs and priority incident response.

GET STARTED

Ready to Transform Your Content Creation?

Join thousands of innovative companies who've integrated Unlayer to empower their users with powerful design and content creation tools.