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Fintech marketing guides

Practical guides to fintech activation and retention, with real campaign examples and the psychology behind useful incentives.

24 fintech incentive campaign ideas

From first-purchase bonuses to savings challenges. Find a campaign for the customer action you want to encourage.

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A visual guide

The psychology of fintech incentives

Why people start, what helps them continue, and what brings them back after the reward.

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20 Fintech Personalization Examples—and What Makes Each Relevant

Learn how fintechs personalize rewards, alerts and product guidance. Explore 20 examples, with side-by-side messages and practical campaign rules.

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How 13 Fintechs Make Money—and Which Customer Actions Drive It

Explore how 13 fintechs earn revenue, which customer actions drive it, and how costs shape campaign budgets. Examples from Chime, Wise, Coinbase and more.

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32 Fintech Customer Profiles and How to Activate Them

Understand 32 fintech customer profiles, from overseas freelancers to new parents. Find their financial needs and see a personalized activation push for each.

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12 Card Spending Campaign Ideas for Fintechs

Increase card usage with 12 campaign ideas from Revolut, N26, bunq and more. Compare cashback, spending challenges, recurring payments and prize rewards.

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4 Direct Deposit Incentive Ideas for Fintechs

Compare four direct deposit incentive ideas from SoFi, Revolut and Acorns. Learn when to use cash bonuses, prize draws and subscription benefits.

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8 Fintech Referral Program Examples and How to Design Yours

Explore eight fintech referral programs. Compare rewards, qualifying actions and payment timing to design a program that brings active customers.

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5 Savings Campaign Ideas for Fintech Apps

Build a savings campaign with ideas from Monzo, Up, Chip and Acorns. Compare daily challenges, rest weeks, prize draws, round-up matches and charity goals.

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Fintech Gamification: 5 Examples of Product Adoption Campaigns

Explore five fintech gamification examples from Coinbase, Crypto.com, Google Pay and Optimism. Learn how to design tasks that introduce useful features.

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5 Deposit and Investment Incentive Examples for Fintechs

Compare five deposit and investment incentive examples. Learn how cash matches, rate boosts and device rewards attract funds and encourage customers to stay.

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Fintech Reward Program Design: 7 Examples and Practical Rules

Design a fintech reward program from the first qualifying action to payout. Learn how to handle claims, expiry, cashback, points and physical rewards.

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4 Fintech Prize Campaign Ideas, With Real Examples

Explore four fintech prize campaign ideas from bunq, Bilt, Revolut and Wealthsimple. Compare personal rewards, prize costs and the actions they encourage.

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