Blog

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...

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...

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...

Source Introduction to Acquisition Funnel Optimization An acquisition funnel maps the journey from awareness to customer action, guiding users through progressive touch points toward...

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...

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...

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...

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...