Reports and Guides

Digital-first challengers reshaping the market. Traditional institutions racing to modernize. Tighter regulations. Easier switching. Growing choice. Financial services marketing has never been so complex—or crucial. Add in balancing customer privacy with data-based personalization, creating trust that builds long-term loyalty, and meeting omni-channel customer expectations, and it’s clear generic, cookie-cutter campaigns won’t work. The Braze Financial Services Inspiration Guide is designed to help. We’ve taken high-performing customer engagement campaigns and tailored them to the finserv context. Packed with 35+ customizable campaigns—from improving onboarding and app adoption, to strengthening trust and retention—this guide gives you actionable ideas for the entire customer lifecycle (not to mention a bit of an unfair advantage). Get the guide for: Campaign examples relevant to financial services use cases – across activation, monetization, and retention Inspiration tailored to the time and effort you have available – so you can select between quicker wins and bigger projects Ready-to-customize ideas that can be applied directly to your strategy – whether that’s onboarding new customers, or building trust with existing ones