5 successful Digital Marketing case studies of fintech brands to become multiple $$$ companies

We all can agree accomplishing Digital Marketing for fintech brands can be tricky. But instead of reinvesting all by yourself. 

We’ll help you analyze some of the proven strategies from prominent fintech players and their plan of action that achieved remarkable results in their success.

It’s shocking: how clarity is still a confidential term in fintech brands. 

The prominent brands we will mention are getting transparent with their methodologies, as no one wants anything to be hidden! 

They are inventing new terms and innovations via their marketing tactics. Examples would be influencer marketing, referrals marketing, gamification marketing, etc. Moreover, rewarding their customer to let them share data with other companies – as we said, no more hiding and mysterious games.

The new definition of marketing – Share with them, let them know, and they’ll trust you! All conclude to: do the advertising but be transparent and clear as much as possible. 

Without further ado. Let’s jump on the blog!

5 case studies of successful brands- How they become multiple $$$ companies!

1. Venmo

Venmo is an integrated app for fast, safe, social payments between friends and colleagues – and claims to eliminate cash with their secured and easy-to-use Venmo Mastercard® or Debit Card, which you can carry everywhere – let’s break down their favorable strategies!

Marketing strategy – Venmo’s mission statement- change people’s relationships with money and each other. So, advertising strategy rests on the idea that they want people to share special moments, memories, and funny stories through the conduit of sending money over the cloud, said Kasia Leyden, senior group Marketing Director at Venmo & Braintree.

Things to learn from Venmo’s strategy- 

  1. Employing communities for friends and peers to spread Venmo as their friendly solution. 
  2. Embracing mobile-first marketing is topmost priority. 
  3. Bestow the product or service as a habit for the users.

USP– Unique from its competitors, Venmo doesn’t charge users to send or receive more money. Instead, it charges 3% on credit card-based payments.

Target market–  Most Venmo customers are under 34 years old (Millenials).

2. Stripe 

Stripe is a financial service and software as a service company. Their primary offering includes payment processing software and application programming interfaces (APIs) for e-commerce websites and mobile applications. 

Marketing strategy– Their strategy follows the concept that “customer is king.”

Combined with powerful word of mouth, they started making headlines in 2012.

Things to learn from Stripe’s strategy

  1. Super targeted solution for a specific group- developers. Thus, curating offers accordingly. 
  2. Delighted audience along with well-versed research- 
  • Developers’ pain points: less time, speedy integration of payment solutions, quick and, on top of that, secure payment processing.
  • Stripe’s solution: APIs and documentation allow developers to integrate payment processing into their websites and apps like nothing. 
  1. Solid referrals base- its target is developers, so while selling them payment solutions, it sells the dream of working at dream companies (clue: stripe). This way, stripe corners the best talent with itself and put its competitors behind.

USP– Stripe developed the “Stripe Connect” capabilities which enabled them to embed everything a platform needed in a Software as a Service API- curating itself as a “developer-first” brand. 

Target group– Stripe’s target market includes developers, small startups, and Fortune 500 giants looking for payment services.

3. Square 

After realising the pain points of sellers stymied by outmoded products and tools, they introduced their integrated, omnichannel solutions – so sellers and merchants can easily manage inventory, run busy operations, book appointments, and proactively engage with loyal users.

Marketing strategies– Its Cash App freebie model for subscribers is its core marketing strategy, along with referral via peer-to-peer transactions.

Things to learn from Square’s strategy:

  1. Customer-centric minimalistic design for the products.  
  2. Rely on Referrals as a marketing strategy- The company makes money based on transactions via its payment products and subscription services.
  3. Educates audience through aggressive content marketing, which many fintech brands take lightly.

USP– Challenging the status quo in finance and simplifying financial transactions is the core business strategy for Square. 

Moreover, with a two-sided network (businesses and consumers), Square has dynamic data that no other company has- which proves extremely valuable for them in marketing and gives them a competitive advantage.

Target group– Individuals in developed countries who engage in financial transactions with other individuals and businesses with an annualised gross payment volume of less than $125,000.

4. Klarna

Klarna is a leading global payment and shopping service, providing smarter and flexible shopping experiences to 150 million active consumers across more than 450,000 merchants in 45 countries. Klarna offers direct payments, pay after delivery options and instalment plans in a one-click purchase experience.

Marketing strategy– B2B Strategic Partnerships to reach the end customers.

Klarna’s list of partners has been growing exponentially and involves over 200,000 merchants worldwide. Prominent names like Zara, Nike, ASOS, Missguided, and Sephora chose Klarna for its customer-centric and extraordinary approach to engaging users and scale.

Things to learn from Klarna’s strategy:

  1. Ditching serious nazi vibes from a financial aspect and making it approachable. 
  2. Robust influencer marketing. 
  3. More competent and more flexible shopping and purchase experiences.

USP– Klarna has been famous worldwide due to its ‘no interest’ feature. Unlike most buy now pay later services, Klarna is unique in that no interest or late payment fees are applied to purchases – again embodying their mission to create financial wellness.

Target audience– with its why-so-boring!? vibes. Klarna’s target is the Genz population with bold-vibrant branding, especially young-edgy women and shoppers.

 5. Robinhood 

The main objective Robinhood always strives for is building a financial system for everyone. They believe in creating products that let customers start investing at their own pace and on their own terms. Facilitates commission-free trades of stocks, exchange-traded funds and cryptocurrencies via a mobile app.

Marketing strategy– In order to widen its funnel in the market, Robinhood set itself up to make investing friendly, approachable, and understandable for newcomers and experts alike. 

Things to learn from Robinhood’s strategy: 

  1. Immersive Illustration & Video makes engaging and learning easy for the audience. 
  2. Creating the illusion of exclusivity by gamification and leveraging waiting lists to nudge customers to be a community-driven approach.
  3. Furthermore, incentivise retainers with referral programs. 

USP–  “Democratize finance for all” is its vision. Robinhood’s uniqueness lies in transparent messaging and offers throughout its website, copies, and landing pages. 

Target group–  Young investors who want to get skin in the game.


  1. What is the best marketing strategy for payment Apps?

Combining two or more strategies will always yield greater results—such as collaborations with stabilised brands for broader services to offer your customers.

  1. Should Fintech companies utilise paid media?

Yes, absolutely! After some organic growth, PPC or paid media, with a variety of text, image, and video-based advertising, ranks top on the SERP— it can also be utilized on various platforms to ensure you reach the most relevant audience.

  1. How to know if your current marketing strategy for FinTech needs help?

If you are receiving low web traffic, no new leads or poor quality leads, have limited or zero data to analyse, and are facing diminishing returns on ROI. Your current digital marketing strategy for fintech needs help. 

How we can help!

The above fintechs leverage digital marketing according to their users’ changing tastes and, thus, become what they are today. Robust marketing should never be rigid, yet must hop on trends with wide open eyes!

Need help with the same? We help early-revenue startups in the overall digital marketing along with funding. Our CMO team closely works with the startup as a founding team so we can craft a best-in-class strategy for customer acquisition– brand story, designing, streamlined campaigns, and execution along with PR, Web, and SEO.

With iHQ studio, audience connection is a no-brainer!

Send us an email today- at


7 game-changing digital marketing strategies for Fintech brands


You’re done with your product. Making small sales here and there might have few referrals or word-of-mouth.

Now, what next?

The question arises: how will you sell your unique yet sophisticated idea to the masses? At this juncture, only you can understand. 

Lets’ accept that you are the master of your product and not a jack of all trades. While the antic Fintechs used to be all about lending, insurance, and wealth management, the latter includes groundbreaking technologies, digital marketing, user experience, and marketing automation.

So partner with likeminded who is master of marketing. In this ever-competitive era, the only way you can present your product to the right audience and outdo your competitors is through super-targeted marketing! 

It helps to educate your customers about your product, thus nudging it as a viable solution—finally, more sales and money, which we are all doing for. 

Without further ado. Let’s dive in!

Seven game-changing digital marketing strategies 

Here we’ve outlined seven digital marketing strategies- You can devise them per your business requirement and churn maximum benefits. Let’s start.

1. Mobile first marketing

46% of Americans spend five to six hours on their phones daily.”

It makes clear that even if you make great content and info to share- it doesn’t make sense if you don’t have a frictionless experience for mobile users!

It is crucial that your app is well optimised for mobile devices, thus igniting user engagement. Collaborate with your design team and gauge audience preferences. Implement seamless integration and navigation at users’ utmost ease – that’s how you can easily furnish mobile cum customer-focused user experience and marketing.

2. Bespoke individualised customer needs

Right offer to the right person at the right time – this summarises all the marketing. 

If you cant offer customers what they want, you cannot convert leads. 

The benefits of personalised and customer-centric marketing can be reaped with bespoke content and campaigns- pertaining toward robust segmentation per customer journey. 

Eventually, it benefits to package your services and features according to existing customers’ pain points. Again, it’s all about higher retention and lesser acquisition cost.

3. First, earn some organic eyes, then go paid. 

Let’s commit; no one is perfect. 

And organic traffic is the best way to testify and nullify the limitation of your product—  according to a recent study, 47% of customers use ad block technology. It means that paid ads are meaningless unless you’re not backed by social proof from your organic spectators.

There are many organic strategies like podcasts, newsletters, and blogs, but a recent one gaining momentum and heat in fintech marketing is Gamification. 

In case a company runs contests, puzzles, quizzes, and prices through broad points for completing transactions or purchases- it can be widely used in pre-launch campaigns and go-to-market strategies. 

4. Collaborate with influencer marketing

Fintech brands have been relatively slow to leverage social media influence. 

However, it’s booming, and even c-suite fintech leaders are finally getting the hang of it. 

Influencer marketing includes- Collaborating with third parties or influencers to promote your product in exchange for a bonus or commission. Influencers can be marketers, professionals, and media providers. 

Klarna adopted influencer marketing in style with one of the pioneers of Hip Hop, Snoop Dogg. So Klarna rebranded its marketing campaign— and its campaign ‘Get Smoooth’ got featured in many places, and video ads climbed the charts.

Furthermore, Influencer marketing can be a crucial ploy to gain market share with Gen Z and Millennials.

5. Videos are not buzz but a boon. 

Engaging and animated Videos explaining your fintech solution most simply- what else your website visitors could ask for?!

Here’s another study: Video marketers achieved a 54% increment in product awareness.

It can be a powerful marketing strategy to empower engagement and grow your target base.  And on top of that, videos are imparting a crucial role in UX.  Soothing visuals and immersing user experience are no longer optional, even at prominent fintech brands. 

A perfect example would be Venmo in-app’s bit-size engaging video to make investments and money-related transactions a fun and less daunting experience for all users.

6. Omnipresence across different social channels

Leveraging optimal presence on different platforms can skyrocket brand awareness and build solid rapport against authority and reliability. 

To maintain a constant flow of branding and tonality while conversing with your target group- You can take help from AI and Automations.

Yet another study states that  30% of large fintech are investing in AI, and It will grow at a 16.1% calculated annual growth rate from 2022 to 2028. AI delivers various fintech solutions, including chatbots, virtual assistants, and interfaces to engage with customers. 

Thus, it prevents reinventing the wheel whenever you want to show your product on social platforms. 

7. Leverage existing customers base 

In 2020, fintech app marketers invested $3 billion in new customer acquisitions.

The problem is- most digital payment start-ups offer huge discounts, cash backs, etc., to acquire new customers. However, as soon as the offer expires or a competitor offers better deals, customers take no time to switch to another product and ditch yours. 

So it’s better to use referral marketing through your loyal customers and prevent your leaking in your lead generation pipeline.

Referral marketing involves asking your existing clients to promote your services to their networks. Like Coinbase did, they offered a 10$ (defers on time to time basis and country too) reward when they successfully convert a client or referral initiates the transaction. 


  1. Where’s the gap in digital marketing for fintech brands?

The major gaps are lacking fintech-related reliable content, and Fintech technology comes with a steep learning curve. The term “clarity” is still due in the fintech realm. Brands need to understand the importance of marketing and educating the audience about their product- cause an unaware mind never buys

  1. What are the benefits of digital marketing?

Benefits of digital marketing – 

  1. Reliable authority with advanced brand awareness
  2. Helps with necessary data acquisition around the brand’s TA.
  3. Solid brand positioning motivates investors and LPs to invest in your startup and business.
  1. How much does FinTech marketing cost?

It depends on the number of services your organization requires. iHQ Studio is your co-founding extended team that performs digital marketing for one year for our portfolio companies at no extra cost. 

How we can help!

Along with funding, which every VC does, we help early-revenue startups in the overall digital marketing.  

Our CMO team closely works with the startup as a founding team so we can craft a best-in-class strategy for customer acquisition– brand story, designing, streamlined campaigns, and execution along with PR, Web, and SEO.

With iHQ studio, audience connection is a no-brainer!

Send us an email at!