Fintech Customer Engagement

Bad Messaging Leaves Money on the Table

Guide customers through key moments in your FinTech funnel, converting interested sign-ups into loyal spenders, lenders, and investors.

fintech notification

Trusted by:

Coinbase
Lemonade
FairMoney

Secure & Compliant Engagement

Your customer’s personal and financial data require the utmost care and protection. Customer.io is SOC 2 Type II and GDPR compliant. Utilize your customer data to build your best campaigns, all while keeping your messaging compliant.

Fintech Data

KYC, as easy as 1-2-3

Know-your-customer (KYC) steps like ID verification and linking a bank account are common spots where leads drop off. Customer.io allows you to build campaigns that react in real-time to drop-off behaviors, and get your future customers back on track.

FinTech-communication

Nurture Long-Term Adoption

Increase monthly active users by reminding your customers of their progress towards their individual financial goals. Ensure greater lifetime value by guiding them towards other relevant products.

FinTech_notification

Ensure ROI with Testing & Analysis

Show ROI to leadership with the ability to test and report on how individual messages or entire customer journeys lead to engagement and revenue. Plus, automatically sync results to your data warehouse and analytics tools for in-depth analysis.

FinTech-metrics-animation
Heloisa Assis, Olivia.ai, Marketing

“Recently, I created a segment for people who had asked for a feature we were launching. Those emails perform really well because people know that we’re paying attention to what they’ve asked for. With Customer.io, it’s really easy and saves me a lot of time.”

—Heloisa Assis, Marketing Manager, Olivia

FinTech Resources

handwave

5 Keys to Better FinTech KYC and Onboarding Campaigns

This guide will discuss 5 tried-and-true best practices for converting more customers through your registration, KYC, and onboarding funnel.

transfer funds

Webinar: Would You Give Your Wallet To A Stranger?

Special guest Chris Craver (Valley Bank) highlights approaches for onboarding FinTech customers more effectively by reducing friction during KYC and guiding customers to key milestones with behavior-based campaigns.

Olivia Image

How Olivia Doubled their Onboarding Activation Rate

Read how Olivia used Customer.io’s segmenation, testing, and campaign functions to drastically improve how their customers were taking important activation steps.