Top 12 Best Outlook Add-ins for Fintech Analysts

Kapil Panchal - June 26, 2024

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Top 12 Best Outlook Add-ins for Fintech Analysts-icon

Fintech professionals deal with a lot of email communication in their day-to-day lives. Outlook remains a popular tool for this process, however it lacks some features critical for efficiency. This makes Fintech professionals rely on third-party solutions, which sometimes leads to performance issues.

To overcome such challenges, fintech professionals can rely on little assistance like add-ins. Outlook add-ins stand as productivity boosters for fintech analysts as it help with team collaboration, data analysis, and workflow automation.

However, while installing an add-in for Outlook be sure to check the privacy, security, and ease of use it offers. Also, make sure it easily integrates with your app or not to ensure easy access.

Let’s have a look at the best Outlook add-ins for fintech analysts that helps to improve productivity, security, and collaboration in the workplace.

Top 12 Best Outlook Add-ins FinTech Analysts Should Use

Here we have prepared a list of the top 12 add-ins in different categories to help you sort the add-ins based on your needs.

Best Outlook Add-ins for Data Visualization and Analysis

1. Saleshandy – Outlook plug-in for FinTech

It is an engagement solution provider offering multiple functionalities to help you boost sales productivity.

With this add-on, you can track emails, and sequences, and use templates to improve email outreach.

Features of this FinTech Add-in for Outlook:

  • Let you access unlimited email templates with the paid plan.
  • Get real-time desktop notification when your email is opened.
  • Track email metrics by getting actionable reports on open and click rates.
  • Receive desktop notifications in real-time whenever someone opens your email.
  • Allows to track team activity.

Benefits: The Saleshandy add-in for Outlook remains a beneficial tool to track email open rates and click-through rates and lets you improve email delivery rates.

Compatibility: The add-on works with Outlook and Gmail platforms and also supports Office 365 work accounts.

Pricing: Subscription-based pricing starts from $9 per user per month, you can start with a free trial.

Rating: 4.6/5 (as per the

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2. Mailbutler – Outlook Add in for Fintech

mailbutler-Google Sheet Add-on for Legal

Make your inbox smarter and improve your customer relationship with the Mailbutler plugin for Outlook.


  • Enables you to create email templates with personalized placeholders.
  • Allows adding notes to emails and contacts to remember important info.
  • Customize your unique signature using prebuilt email signatures to suit your preference.
  • Get help from the AI assistant to compose your email and messages.

Benefits: Mailbutler helps with email tracking, creating customized templates, and improving collaboration across team members.

Compatibility: The add-on works with Outlook, Gmail, and Apple Mail.

Pricing: Subscription-based pricing starts from $4.95 per user per month (14-day free trial available).

Rating: 4.5/5 as per the 54 ratings.

Best Outlook Add-ins for Email Tracking and Analytics

3. Boomerang – Add-in for Outlook

boomerang-Google Sheet Add-on for Legal

With Boomerang you can get the flexibility to write and send emails at your convenience.


  • Allows to track email responses easily.
  • Provides functionality for ultimate calendar scheduling.
  • Let you set follow-up emails automatically.
  • Ai-powered assistance helps you write effective emails.

Benefits: Focus on important projects without getting distracted by constant emails.

Compatibility: The add-on smoothly integrates with Outlook.

Pricing: Basic plan is available for free while the paid plan starts from $4.99 per month.

Rating: 3.5/5 as per the 1005 ratings.

4. Evernote Outlook plug-in for Fintech

evernote-Google Sheet Add-on for Legal

Evernote Outlook plug-in for fintech analysts remains useful tool to perform regular tasks. Get rid of creating a manual to-do list, try Evernote, and convert your emails into notes.


  • Provides enhanced bookmarking capabilities.
  • Allows to attach notes to outgoing emails.
  • Let you share email messages to the Evernote platform.
  • Search features help you track down emails and documents.

Benefits: The Evernote add-on helps you organize emails and notes easily within Outlook.

Compatibility: The extension works with Outlook and Microsoft Teams.

Pricing: Available in free and premium plans starting from £6.67 per month.

Rating: 4.4/5 counted based on 1672 ratings.

5. ContactMonkey plug-in for Outlook

contactmonkey-Google Sheet Add-on for Legal

Here is the best Outlook add-in for email tracking.

Create, track, and analyze your email communications using ContactMonkey.


  • Track open rate, click-through rate, most engaged recipients, and more.
  • Track email engagement over time and export your results into reports to analyze data.
  • Personalize your subject lines according to the recipients.
  • Build HTML email templates using drag-and-drop email builder.

Benefits: Export results into easy-to-analyze reports to track email engagement over time.

Compatibility: The plugin seamlessly integrates with Microsoft Outlook.

Pricing: Different pricing plans are available, for more pricing info contact ContactMonkey .

Rating: 4.6/5 based on 195 ratings.

Best Outlook Add-ins for Compliance and Security

6. Mailock Outlook Add in for Fintech

mailock-Google Sheet Add-on for Legal

Secure your emails with the Mailock add-in for Outlook. This add-on protects against cybercrime and provides a facility for secure and end-to-end email encryption.


  • Allows to revoke secure messages.
  • Get sensitive data alerts.
  • Allows you to send a one-time code to your recipient’s mobile devices.
  • Let you ask your recipients a question only they could get access to answer.

Benefits: This add-on helps you secure your email messages.

Compatibility: The add-on smoothly integrates with Outlook, also you can use it on the web.

Pricing: Free to use up to 5 sends a month, afterwards you have to purchase a plan that costs around £9.30/user/month.

Rating: Not available.

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7. Encyro Outlook Add in for Fintech

encyro-Google Sheet Add-on for Legal

Here is secure email add-in for financial business helping to protect client communication. No more fear of data breaches, send and receive sensitive data using the Encyro add-in for Outlook.


  • Complies with HIPAA, GDPR, GLB Act, and other security and privacy regulations.
  • Let you forward email attachments security without any need to download or re-attach.
  • Set automated reminders and introductory text for your recipients.
  • Provides extra security with SMS-based access codes.

Benefits: This add-on ins for Outlook allows you to securely send and receive emails, allows you to create e-signature requests, and helps with branding by showcasing your business logo in email notifications.

Compatibility: You can access the plugin with web and mobile apps.

Pricing: The Encyro Essential plan is accessible for free while Encyro Pro costs around $9.99 per month.

Rating: Not available.

8. Mr. Post – Email Inspector Addin for Outlook

mr-Post-Google Sheet Add-on for Legal

Instal Mr. Post – Email Inspector and stay safe from scammers and phishing emails.


  • Artificial intelligence and advanced email analytics techniques to help you protect against inattentive clicks.
  • Let you visualize email with just one click.

Benefits: It lets you check whether reading a particular email is safe or a scam to protect you against phishing acts.

Compatibility: It works with Outlook web and desktop versions.

Pricing: Available for free.

Rating: 4.1/5 based on 83 ratings.

Best Outlook Add-ins for Workflow Automation

9. Meistertask Outlook Add in for Fintech

meistertask-Google Sheet Add-on for Legal

Organize and manage your tasks with ease using Meistertask for Outlook.


  • Allows to create streamlined and automated workflows to improve team productivity.
  • Let you turn your emails into new tasks.
  • Automatically insert your tasks into projects.

Benefits: With the Meistertask plugin you can manage your tasks and projects directly within Outlook which helps to enhance work efficiency across team members.

Compatibility: The plugin smoothly works with Outlook.

Pricing: Basic account available for free, paid plan starting from $9 per user/month.

Rating: 4.1/5 based on 46 ratings.

Best Outlook Add-ins for Collaboration and Team Productivity

writer-for-Outlook-Google Sheet Add-on for Legal

Writer is a productivity plugin that helps you write in your style and helps to solve grammar and spelling errors.

You can also consider using Grammer to improve your writing which is available for free.


  • Provides consistency across team members by allowing to write in the same brand voice and style.
  • Helps with grammar and spell checks.
  • With the Enterprise plan, you can check for plagiarism.
  • Get help from AI assistance for improved writing.

Benefits: Writer helps you write emails and business communications with your brand voice and style. Get rid of silly mistakes and compose engaging emails.

Compatibility: Writer is available for Outlook and Microsoft Word.

Pricing: Starting from $18 per month per user (includes 14-day free trial).

Rating: 5 stars counted based on the 1 rating only.

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11. Zoom Add-in for Outlook

zoom-Google Sheet Add-on for Legal

When it comes to improving team collaboration, Zoom remains everyone’s first choice for virtual meetings.


  • Access functionality to attend virtual meetings, which includes sharing your screen from both desktop and mobile devices.
  • Let you see up to 49 video streams at once.
  • Allows for global teleconferencing for free.

Benefits: Zoom for Outlook helps you schedule and arrange instant Zoom meetings.

Compatibility: Zoom is available for Microsoft Outlook and Teams.

Pricing: Basic plan is available for free, pro plan costs around $12.49 per user/month.

Rating: 3.6/5 based on 465 ratings.

docSend-Google Sheet Add-on for Legal

Here is a useful Outlook add-in for fintech analysts to improve team collaboration.

DocSend allows you to share your business documents easily and securely with web links.


  • Share large files up to 250MB quickly with a secure web link.
  • Gain real-time insights into how your shared files/documents are being used.
  • Allows you to update documents even after you have sent them, update your material once and the app will update it everywhere.

Benefits: Get rid of sharing large files through email attachments instead share your data with a secure web link and collaborate with team members easily.

Compatibility: The plugin works smoothly with Outlook web and desktop versions.

Pricing: Starting from $15 per user per month with a 14-day free trial.

Rating: 4.7/5 based on 487 ratings.

Outlook Add-ins for Fintech business – End note

Outlook add-ins remain a valuable tool for fintech professionals to improve their data analytical skills. So, this is it for the day. In this post, we have discussed the top 12 outlook add-ins for fintech analysts. Each of these add-ins have tremendous potential to simplify Financial processes. Choose the right Add-in that aligns with your work requirements. I hope this helps you.

Want to customize Outlook add-ins for your business? Get in touch with us. We are experts in tailor-made Outlook add-in development services for any business be it healthcare, banking, or legal.

FAQs - Best Outlook Add-ins for Fintech

1. Are Outlook add-ins safe?

Yes, Outlook add-ins are safe to use, however, it’s crucial to privacy and security concerns before installing a plugin.

2. Why should finance analysts use Outlook Add-in?

Outlook add-in remains a valuable tool for fintech analysts to simplify their workflow, improve accuracy, and enhance analytical capabilities.

3. How to choose the best Outlook Add-in for financial business?

Financial firms should consider certain factors while choosing the best Outlook add-in such as consider your needs first and look for your analysis and collaboration needs. Also consider security measures, pricing structure, and integration capabilities before choosing the plugin.

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