FinTech Marketing and Sales Solutions

Fintech firms or services are known to 96% of the world’s population. This is because fintech is a key industry disruptor.

You’ll need to advertise yourself if you want to be heard above the clamor in today’s market. The age of fintech advertising is here.

Marketing may help fintech companies acquire new customers, increase client engagement, increase revenue, and ensure client loyalty.

To put it another way, being unique is challenging. Another concern is the complexities of fintech products.

Customers may have differing ideas about the value of the offer or find it difficult to grasp.

As a result, the goals of fintech advertising might be:

To exceed the competition, express your product or service’s message in a convincing and uncomplicated manner.

What are the Benefits of Having a Fintech Marketing Strategy


Financial technology firms provide ecosystems and algorithms to help ease financial transactions. Changes in fintech content marketing are thus a crucial element in business expansion.

Because of their great intuition, they aid businesses in discovering money, clients, and other opportunities. To make an online purchase or acquire a service, you must have a form of electronic payment. This is why a speedy payment application is the backbone of internet company.

The financial technology industry has less entrance barriers than traditional banking. This makes it easy for businesses of all sizes to prosper. Because of accessible banking APIs, companies who are not banks may simply connect with suppliers and make a sale.

Financial technology pioneers make every attempt to give each consumer with the services they demand. Simply defined, it is the driving force behind the  fintech content marketing sector’s tremendous expansion. According to data acquired by Kearney from “challenger banks,” one of the best qualities of FinTech systems is their ease of use.

Businesses that use both general and specialized fintech marketing strategy solutions to improve their customers’ purchasing experiences may be able to retain more customers. According to Global App Trends, 18% of fintech digital marketing users returned after 7 days and 12% after 30 days. The averages for all verticals are 15% and 8%, which is higher than the usual.

FinTech makes it easier to keep customers happy by utilizing cutting-edge technologies like as big data and artificial intelligence. This enables businesses to give services and goods to customers according on what they buy and how much they spend.

12 Best Fintech Marketing Strategies


If there are more consumers, the market may grow. It indicates how serious the competition for market share is. As of November 2024, there were 6,268 fintech startups in Asia-Pacific, 10,755 in the Americas, 9,323 in Europe, the Middle East, and Africa, and 9,325 in the Americas.

Banking and fintech digital marketing agency applications have gained in popularity due to their ease of use and users’ desire to use contactless payments in light of the coronavirus pandemic. However, many other categories have grown in size as well.

The problem is determining how to enhance customer demand. I’m not sure what keeps them there.

You may count on us to give you with the best financial marketing tactics for the rest of this decade and beyond (2024).

The effectiveness of your marketing strategy plan and marketing tactics will be determined by your ability to implement them.

1. Don’t market. Educate.

It is essential to have strong money management abilities. Despite the widespread usage of mobile payment methods, just 19% of millennials say they are extremely competent with money.

Promoting fintech marketing strategy plan should primarily focus on educating the general public about it.

2. If you support a cause, tell them.

Millennials and Generation Z contributed more money than any other generation combined. This shows the power and generosity of digital marketing plan fintech users.

Furthermore, this generation looks for companies that share its ideals.

Inform your customers about the problems that are important to you.

Lemonade’s clientele are mostly young individuals under the age of 35, and the firm is situated in New York. The website of the firm emphasizes its attempts to help others.

3. Explore opportunities with existing customers


However, only over 70% of smartphone users in the United States have downloaded a financial technology app. Only 19% of Americans, or one in every five, never make a payment using a mobile device. Users do not use software to its full potential. Weird.

They aren’t using it because they are unaware of the feature or prefer another application.

You may promote and extend your financial infrastructure in the following ways:

Send an email describing the advantages of utilizing your app.

Encourage the sale of related items.

The most popular elements of your application might form the basis of your proposal (more on this in a moment). As a consequence, you may sell more applications.

If you have a list of potential marketing strategy consumers, you can start getting to know them.

4. Explore the untapped market

The use of financial applications is expected to skyrocket by 2024.

4.7 billion financial applications are expected to be downloaded in the first three months of 2019, and 4.7 billion in the first three months of 2024. There were more than 70% more app downloads in developing regions than in established ones.

In Colombia, the MOVii digital wallet supports contactless payments. Citizens may now get their share of government funds thanks to the software. Consumers and bill payers can both utilize the same mobile application.

Check out Current if you are a freelancer or work in the gig economy.

Concentrating on untapped markets may allow you to reach more people.

5. Be empathetic

Concerns about digital wallets are expected to rise in 2024, according to the US PIRG. The top three firms received 63% of all complaints.

Security issues will always exist in the systems we use today. You can’t ignore what customers are worried about while promoting fintech digital marketing. When traditional complaint channels fail, dissatisfied customers resort to social media.

Consider consumer concerns when developing your financial marketing approach. Make sure your customer service and social media teams are working together to resolve concerns as quickly as possible.

6. Build trust


The majority of banking systems currently employ computerized Know Your Customer (KYC) verification. Users may now submit and sign documents digitally.

Your clients should be notified about the security measures used by any third-party organizations with which you work.

Users have total control over their own private information’s privacy settings.

7. Find your USP and market that aggressively

Traditional banking procedures may take some time. Even for a small loan or the establishment of a bank account, extensive documentation is necessary. People normally have to go to the bank to do this.

The marketing strategies for fintech companies may make banking services more convenient. Promoting your company’s skills outside of standard banking services is a sure way to attract new consumers.

8. Incentivize your customers

Sales incentives are a powerful kind of motivation.

Financial institutions have a difficult time acquiring new customers, but incentives may be able to help.

PayPal initially struggled to attract consumers. They took the initiative and investigated any banking ties. True. However, nothing they tried appeared to work.

As a result, they created incentives for organic, viral expansion.

New clients received a $10 gift. For introducing another customer, a customer will receive $10. A new customer is valued at $20. This strategy resulted in a daily increase in organic growth of 7-10%.

Here is another example.

Square Cash App users gain immediate discounts and other perks at partner stores, restaurants, and other locations. Boost encourages users to use their platform for transactions by giving Starbucks discounts.

9. Use in-app marketing


Customers routinely leave fintech companies.

The program’s own ads may be beneficial. Customers will see advertising while using your app as a result of in-app marketing.

Through this sort of financial marketing, customers are urged to engage in the upselling or cross-selling process. Use this method to introduce a brand-new product or feature.

Chime, a California-based firm that provides access to financial services, tells customers in-app when new features are available.

10. Use social media

There are 4.5 billion active social media users. Nine out of ten people had internet connection.

Using social media to promote your work may be beneficial.

However, social media marketing presents some unique challenges.

Even if you have a large number of followers, just a tiny fraction of them will interact with your posts.

Maybe you’re just not interested. You must use method to persuade people to talk with one another.

Determine which media your target audience likes. Instagram users are lured to visually appealing content. Conversations nowadays take place on messaging apps like Telegram and WhatsApp.

After you’ve decided on a platform, you can begin developing content for it.

11. Understand your customer. Personalize communication.

Traditional banking processes do not take into account the needs of millennials and Generation Z. They are unable to provide better goods and services due to onerous limits and rules.

12. Be a smart marketer. Automate as much as you can.


Everything said above is contingent on a strategy being carried out successfully.

How can you determine whether something is improving? How effective, if at all, was your strategy?

It is critical to begin by establishing specific goals. The answer is that you can:

Increase the visibility of your product, encourage more people to join up, and encourage more users to download your app.

Reduce the number of deletions.

In order to enhance customer spending, improve website traffic and social media involvement.

Promote new releases, for example.

The next step in determining the efficacy of fitech mnarketing plan initiatives will be to develop key performance metrics. Track the sales, incremental sales, and other information from your email marketing campaigns.

Marketing automation and sales execution CRM allows you to track your advertising and sales analytics.

If reports are required, they can be generated automatically. People are also capable of taking creative, constructive action.

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