Announcement, Library

Download Tearsheet’s Guide to the Best in User Acquisition, Branding, and Marketing in Financial Services

  • Incumbent financial institutions and fintechs are competing for many of the same customers.
  • Tearsheet turned to top marketers, branders, and experts in user acquisition to see what techniques, strategies, and channels are working.
close

Email a Friend

Download Tearsheet’s Guide to the Best in User Acquisition, Branding, and Marketing in Financial Services

Financial services and fintech firms are fighting for new customers. The pandemic has accelerated the move to digital and that means more competition for brands to acquire new customers and to retain their existing ones.

Incumbents and new players are fighting for customers and growth is the name of the game for seasoned professionals, entrepreneurs, and investors. Marketing will only intensify in 2021.

Tearsheet’s Guide brings together what the top banks and challenger banks, payments firms, and fintech companies are doing to succeed in branding, marketing, product, and customer service in today’s market.

Learn best practices from executives at firms like SquarePayPalMarcus by Goldman SachsCurrentStepCharles SchwabZelleShopifyMoneyLionN26Varo MoneyStashKabbage, and Tally.

Tearsheet’s Guide to the Best in User Acquisition, Branding, and Marketing in Financial Services explores:

  • How the market for new B2B and B2C financial services customers is changing
  • The strategies and techniques top firms are using to bring in new prospects and work them through the funnel/pipeline
  • The marketing channels that are working for banks to identify new prospects and onboard them
  • The relationship between product and marketing and the feedback loop that powers innovation
  • How customer service and success teams are working their ways up the value chain to help top firms grow

Download the guide here

0 comments on “Download Tearsheet’s Guide to the Best in User Acquisition, Branding, and Marketing in Financial Services”

Library, Sponsored

WTF is BNPL for Business?

  • The BNPL market reached $226 billion in B2C transactions last year, and continues to soar in 2022. The promise of BNPL in B2B is no less great.
  • Download the guide to learn WTF is BNPL for Business, why it matters, the different solutions available, and how it all works.
Fundbox | May 25, 2022
Library, Podcasts, Sponsored

Case study: How Intuit’s newest upgrade of Mint helps consumers save on bills and subscriptions

  • In our latest case study, we spoke with Intuit Mint and ApexEdge about how they enable better money decisions and financial wellness.
  • Listen in or read through our conversation with Varun Krishna and Steven McKean about building and launching a partnership that takes PFM further.
Tearsheet Editors | May 16, 2022
Library, Sponsored

Brand value, user loyalty, and revenues through the lens of embedded finance

  • To gain and keep new consumers, embedded finance is a must-have.
  • Read the latest on why embedded finance is critical, choosing the right solutions, and what Gen Zers expect from financial services.
Netspend | April 13, 2022
Announcement, Library

The 2022 guide to financial marketing, branding, and user acquisition

  • Last month we wrapped up Acquire Conference 2022 – our guide recaps what the top fintech and financial services firms are doing to grow their businesses.
  • Download now to read about what’s next for branding and marketing from the industry’s decision-makers.
Tearsheet Editors | March 22, 2022
Library, Sponsored

The Identity Proofing Guide: A practical hands-on review of user experience in leading solutions

Ulysses Partners | February 28, 2022
More Articles