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...

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...

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...

Increasing customer lifetime value (CLV) is crucial for sustaining long-term revenue growth with numerous data to back it up, and this significantly rests on upselling and cross-selling your offers to enhance customer relationships but also drive significant financial benefits.  Understanding how to effectively implement these techniques can set a bank apart in a crowded...

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In the dynamic landscape of the insurance industry, nurturing customer relationships beyond the initial acquisition is paramount for sustainable growth and success. This chapter explores strategies and techniques for insurance companies to move beyond lead generation and develop long-term, loyal relationships with their customers. We’ll delve into customer journey mapping and...