June 16, 2025
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Top 2025 Marketing Trends in Financial Services

In financial services, trust isn't a bonus—it's the baseline.


With people’s money, homes, and futures at stake, brands can’t afford missteps.

But according to a recent survey of marketing execs, a number of barriers are holding financial brands back from maximizing retention and lifetime value.

The 2025 Financial Services Customer Engagement Review unpacks these trends and presents tactics for fostering lasting connections with your clients.
A look inside this year’s report
37 percent of leaders reported product adoption as their top measure of customer engagement

Top measures of customer engagement

37% of leaders reported  product adoption as their top measure of customer engagement.
9 above average versus other industries
Top marketing channels in financial services are messaging apps, targeted web or app content, and web push

Top marketing channels

40% of respondents are using messaging apps like WhatsApp to engage with their customers.
Learn how Wealthsimple drove acquisition and long-term value with their engagement approach, and how Stori brought delight to operational messages on WhatsApp

Success stories from leading financial brands

Learn how Wealthsimple drove acquisition and long-term value with their engagement approach, and how Stori brought delight to operational messages on WhatsApp.
   
 

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