Daily

Daily Tearsheet: Behind Ocrolus’ ‘try and buy’ campaign and the 2022 guide to financial marketing, branding, and user acquisition

  • On the Acquire Podcast, we look behind fintech automation player Ocrolus' recent marketing campaign to see its mechanics and performance.
  • Also, check out Tearsheet's Guide to financial marketing, branding, and user acquisition
close

Email a Friend

Daily Tearsheet: Behind Ocrolus’ ‘try and buy’ campaign and the 2022 guide to financial marketing, branding, and user acquisition

Tearsheet provides daily summaries of the top news stories and events, like this piece, in a nifty, neat, nicely-packaged daily email. Stay informed. Subscribe here.

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.

We brought together the top banks and payment companies to discuss the attributes of successful branding, marketing, product, and customer service in today’s market. We heard from executives at Mastercard, Affirm, Betterment, Acorns, Stash, Strawberry Frog, and more. 

Closing the conference with Acquire Awards, we awarded and celebrated Yotta, Current, Zelle, Lili, Publicis Sapient, Novo, Wachsman, and recognized a dozen other honorable mentions. 

Download the guide

The Acquire Podcast Ep. 3: Give a little, get a lot – Ocrolus’ try and buy campaign

On episode 3 of Acquire, Tearsheet’s Marketing Podcast — Rebecca Alma Cohen, Head of Tearsheet Studios speaks with John Forrester, SVP of Product at Ocrolus.

Ocrolus is a document automation platform that powers the digital lending ecosystem. John talks about Ocrolus’ “try and buy” offering launched last year, allowing any size lender – and non-lenders – to upload their financial documents for free.

Read/listen more

Just look at the charts

1. Airline B2B payments vendor landscape 

SourcePaul van Alfen

2. What makes a company “future ready” ?

SourceHarvard Business Review

Today’s stories

The first of its kind by a major U.S. bank
Goldman Sachs has teamed up with Galaxy Digital Holdings to execute its first over-the-counter crypto options transaction (Finextra)

“Ramp for Travel” is now operating
After $750 million funding, corporate card and expense platform Ramp is doubling down on its shift towards helping companies manage their travel, not just receipts (Skift)

Tomo aims to be a “PayPal for the mortgage industry”
Tomo, the company which speeds up the mortgage approval process, raised a $40 million Series A round at a $640 million valuation, doubling the company’s value after it raised a $70 million seed round last year (GeekWire)

Finally, the SMB accounting startup raises $95 million
Finally, a fintech startup with a mission to help small businesses automate their accounting and finance functions, announced a $95 million Series A, including both equity and debt (TechCrunch)

How the end of the zero-rate era will affect banks?
Banks funded with deposits may have an advantage over market-funded competitors as rates rise, but it isn’t insurmountable (The Wall Street Journal)

FreedomPay bags mobile POS deal with Sephora
FreedomPay, a leading commerce platform, partners with Sephora USA, to integrate FreedomPay’s data-driven commerce technology platform in Sephora’s 500 plus stores across America (Finextra)

FTX invests $100 million in banking app, Dave
Dave, a publicly-traded banking app, has made a strategic partnership with FTX US, the stateside arm of cryptocurrency exchange giant FTX (CoinDesk)

Stay ahead of the game with Outlier — Tearsheet’s exclusive members-only content program and join the leading financial services and fintech innovators reading us every day.

0 comments on “Daily Tearsheet: Behind Ocrolus’ ‘try and buy’ campaign and the 2022 guide to financial marketing, branding, and user acquisition”

Daily

Daily Tearsheet: Product-first and the SEO burst, and how fintech brands pick the right suppliers

Sara Khairi | May 23, 2022
Daily

Daily Tearsheet: Adyen’s Brian Dammeir on the shifting payments landscape, and is Affirm morphing into a traditional credit provider?

Sara Khairi | May 20, 2022
Daily

Daily Tearsheet: The banking needs of SMBs, a day in the life of GM of Credit Services at Credit Sesame, and CMO’s role in banking

  • We speak to the co-founder of SMB lender Kabbage about SMBs' needs regarding capital.
  • Also, we look at the evolving role of marketing and marketing leaders within banks.
Sara Khairi | May 19, 2022
Daily

Daily Tearsheet: The fintech gender gap and US banks’ growth rates are down in Q1 2022

  • Women are still woefully absent from fintech senior management.
  • Also, banks are generally seeing less deposit and loan book growth.
Sara Khairi | May 18, 2022
Daily

Daily Tearsheet: Robinhood’s UX experiment backfired, Oxygen’s new debit loyalty campaign, and the launch of Tearsheet’s 10-Q newsletter

  • In a good market, Robinhood's slick UX made it fun to trade. Now, people are losing money and leaving the online broker.
  • Also, there's new creativity around loyalty programs for banking, including Oxygen's four-tiered new product, Elements.
Sara Khairi | May 17, 2022
More Articles