Digital Marketing For BFSI and FINTECHs
Over a decade of experience spread across 1200+ brands
A good product is not enough. In this cutthroat competition and ever-changing digital landscape; you need a strategic approach to the right audience with the right positioning. Being ROI-positive needs a good understanding of e-commerce market dynamics like CACs, LTVs, Operational Costs, Pricing, Technical expertise and much more.
Are you facing these challenges too ?
Distinct Brand Identity
With increasing competition & new digital first brands rapidly occupying space; landscape has become increasingly competitive. Banks, Insurance & Other financial institutions are struggling to create distinct brand identity & recall.
Increasing Cost of Acquisition
Due to increasing competition the customer acquisition costs have been skyrocketing. Traditional advertising is no longer an affordable option. Shift towards digital first in marketing is the key.
Customer Loyalty Retention
New age customers are convenience & features seekers. They often switch financial service providers for such reasons. Having a well thought retention strategy is the key.
Digital experience across assets
The new age customers i.e. Digital Natives prefer to be given central attention. The BFSI Industry of the future is destined to be driven by technology and personalisation. We offer hyper-personalisation services alongside marketing automation solutions.
Brands we have worked with.
How we make it Happen.
Objective Alignment
It’s crucially important that we get to the core of current organisation challenges. Objective alignment helps us identify the northstar matrix to work towards.
Alignment of Sales & Marketing
The holy grail of BFSI success lies in the alignment of sales &marketing teams. We offer a well coordinated strategy that is driven by sales’ teams insights and the marketing teams’ planning. This is achieved through right tech & process implementation.
Sales Process Streamlining
BFSI has witnessed highest growth in customer acquisition costs across the industry. Hence it’s crucial that we have a robust sales process to make sure that there are NO leakages. Leads are handled within time and database is segregated in a fashion that it can be used to the full extent. We bring our expertise of Tech Stack recommendations to streamline the real estate sales process
Marketing Automation & Personalisation
Active Customer engagement, Brand recall & Active transactions are key areas for success. With our marketing automation & personalisation service, we help our customers achieve desired outcomes.
Enriching the customer journey experience
We work towards offering a uniform experience across every touch point including Website, Social Media, Advertisements, SMS & more. We enrich the user experience with responsive web-layouts, retina-ready visuals etc.
Digital Media Buying & Planning
We develop a Multi-Channel Media Strategy for PR & Leads Generation . We develop Advertising Campaigns Over Facebook, Google, Yahoo, Bing, Native Ads like Taboola, Outbrain, Columbia etc. We parallely offer best in class advertising automation tools and data analytics-driven planning
Defining KPIs, Measurement Matrix & Management Dashboards
Strategizing is impossible if measuring the impact of campaigns is not taken as a priority. Defining the KPIs and having a measurement matrix in place ensures that we are moving in the right direction.
Digital Infrastructure
Webpage development: We incorporate the latest UX and UI design to make your project landing pages stand out as dynamic, imprinting and bursting with life.
RBI/SEBI Compliant Channel Advertising
BFSI regulations has gone stringent & as well as digital adverising regulatIons. our
team of digital experts bring along years of experience to make your marketing
campaigns compliant to such regulations.
Why Partner
with Us ?
What you get when you partner with us
Our marketing strategies for banking and finance, employ systematic and logical frameworks to create campaigns that perform incredibly well within the sales market. We then track key performance indicators using data capture and audience tracking tools that ensure your marketing spends are delivering on ROI.
- Social Media marketing and brand management to boost your online presence and transform you into a market leader.
- Intuitive targeting and buyer journey mapping for streamlining your sales process and pinpointed communications.
- Growth marketing with a comprehensive sale funnel that extracts more value and referrals from clients.
- We offer a tactical strategy to get the best result from your overall digital strategy.
- PPC and SEM campaigns to tap into google search traffic and increase website visits.
- SEO and Website Development to improve the ranking of your business on search pages.
- Content Marketing, Email marketing, etc to keep your audience up-to-date with the latest updates
Frequently Asked Questions
Below are common questions from our clients. If you don’t find your answers here, please reach out to us.
Why is digital marketing essential for banking, financial services, and fintech companies?
Digital marketing builds trust, captures high-intent users, and drives qualified leads online. It’s essential for brand awareness, customer acquisition, and delivering seamless digital experiences. Today’s financial decisions start with a Google search—your brand must be there.
Does SocialChamps offer different strategies for banks, NBFCs, and fintech startups?
Yes! We customize strategies based on your business type. Banks focus on trust and services, NBFCs on customer acquisition, and fintech startups on growth hacking and digital presence—all while ensuring compliance and security.
How does SocialChamps ensure compliance with financial industry regulations in marketing?
We align campaigns with RBI, SEBI, and IRDAI guidelines depending on your segment. All content is reviewed for legal clarity, disclaimer requirements, and platform compliance. You stay visible and compliant without legal risks.
What security measures does SocialChamps follow when handling sensitive financial marketing data?
We use secured systems, encrypted access, and role-based permissions for data handling. No client data is shared or stored without consent, and access is limited to authorized teams. Data integrity and confidentiality are top priorities.
What makes SocialChamps a trusted digital marketing agency for BFSI & FinTech?
SocialChamps combines deep digital expertise with regulatory awareness in finance. We’ve worked with traditional banks, NBFCs, and fintech disruptors to scale outreach and ROI. Our strategies are compliant, performance-driven, and customized for your goals.
Will I need to approve each campaign, or can SocialChamps manage it independently?
We offer flexible approval processes. Clients can choose full approval control over each campaign or allow us to manage campaigns independently while ensuring transparency and compliance.
Why Seo is important for banking, financial services, and fintech companies?
SEO helps BFSI brands appear in high-intent searches like “best credit card” or “low-interest loan.” It improves trust, organic reach, and reduces dependency on paid ads. It’s critical for long-term online visibility and cost-effective lead generation.
How do I get started with SocialChamps for BFSI and fintech marketing?
Getting started is simple! Contact us through our website or request a callback. We’ll schedule a discovery session to understand your goals, challenges, and target audience. Based on this, we’ll customize marketing strategy. Our streamlined onboarding process ensures a quick and hassle-free launch, so you can start seeing results with minimal effort.