Elevate Your FinTech Service with Automated Marketing

Your messaging strategy should match your services: speedy, convenient, and efficient. 

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Trusted Platform

FinTech businesses make it easier to borrow, invest, and monitor savings on apps and web browsers. No matter who your customers are or what they do, Customer.io will keep your company’s data secure.

Invest in Communication

Harness automated messaging to increase awareness of your services. Utilizing multichannel campaigns (email, push, SMS, and webhooks) and time delays (timezone match, time window, and wait until..), you can reach your customers when they are most likely to be engaged. 

Match Rapid Online Financing With Rapid Sending

Keep your customers well-informed round the clock. Use Customer.io to segment your audiences based on real-time events and attributes, and trigger campaigns when specific conditions are met, or an event is performed.

Bank on Metrics

Drive adoption and reduce churn by defining custom conversion goals to track the success of your campaigns. Once a campaign is live, find your strengths and areas of improvement by analyzing Journey Metrics and Workflow Metrics within the platform.


Popular Campaigns Amongst Our FinTech Customers

Account Info Needed

Remind users to link to a bank account or a credit/debit card. 


Transfer Funds

Send transaction details to keep users aware of their account activity.

Email SMS Push

Authorize New Device

Ask users to confirm it’s them before they can access the account.

Email SMS

Withdrawal Notification

Let your users know when a withdrawal has been initiated.

Email SMS Push

Important Tax Info

Help your users navigate through the complex filings of tax documentation.

Email SMS

Configure 2FA

Remind your users of the importance of web security.