Fintech companies face a unique challenge in tracking and optimizing marketing effectiveness across diverse, multi-channel campaigns. Marketing attribution models provide a framework for CMOs to assess which channels contribute most to customer acquisition, offering data-driven insights to guide strategic decisions. Here’s a deep dive into how attribution modeling works, the...

Retention as a Growth Strategy Retention is rapidly becoming the top priority for CMOs and marketing leaders, as customer acquisition costs continue to rise—up to 5-7 times more expensive than retention.  With the use of Predictive analytics, most importantly when driven by AI, will enable marketing teams to anticipate churn and create personalized retention strategies,...

Before getting into activation metric and why it matters to fintechs, it’s essential to understand the nuanced difference between adoption and activation and their impact on fintech growth. Though related, these two metrics measure distinct phases in the user journey and affect how companies prioritise product strategy and user engagement efforts. Adoption Rate: Tracking...

Source Introduction to Acquisition Funnel Optimization An acquisition funnel maps the journey from awareness to customer action, guiding users through progressive touch points toward conversion. However, fintech companies often struggle with drop-offs due to ineffective targeting and generic messaging.  The Problem with Generic Messaging is that the messages are too...

Upselling and cross-selling go beyond acquiring new clients—they focus on maximizing the value of existing ones. These strategies are essential for creating deeper, more profitable client relationships while also improving retention rates. This guide will explore how marketing leaders can implement these strategies to drive revenue growth, focusing on upselling premium services...

Acquisition isn’t always the primary challenge for businesses—while it may pose difficulties for some, it’s not the case for most, especially in the asset management sector. With the right budget and skilled marketing professionals in place, acquiring clients is achievable. However, retention is a different ballgame that demands intentional and strategic efforts. This is...

Source Millennials and Gen Z investors are transforming the financial sector, and their influence keeps growing. Recent research shows that 82% of Gen Z investors in the U.S. started investing before they turned 21, driven by easy access to digital platforms and cryptocurrencies source. In Canada, 74% of Gen Z investors report owning at least one investment product, highlighting...

Source In asset management, one of the most effective, yet underutilized, acquisition strategies is leveraging your existing investors to bring in new clients. Referral programs can transform satisfied investors into powerful acquisition drivers, significantly reducing marketing costs while boosting credibility and trust. In this article, we will look at how referral programs...

To develop customer loyalty in banking and enhance the overall experience for traditional banks or credit unions, it’s essential to manage the various touch points customers have with your institution. A bank should focus on digital transformation, prioritizing technological advancements, improving customer experience (CX), and personalizing services. Effective multichannel...

The UK is notably home to HSBC, which is one of the largest banks globally, it has reported assets of over 2.3 trillion British pounds  according to statista, as of June 2023 which was after a significant decline in the former year. In recent years, there have been actual changes in the banking sectors with emphasis on the declines in traditional banking, or number of branches ,...