GITNUXREPORT 2025

Marketing In The Finance Industry Statistics

Financial marketing boosts personalization, digital spending, analytics, and engagement strategies.

Jannik Linder

Co-Founder of Gitnux, specialized in content and tech since 2016.

First published: April 29, 2025

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Statistic 1

70% of consumers prefer digital channels for initial contact with financial brands

Statistic 2

78% of consumers say they would like to receive tailored financial advice via digital channels

Statistic 3

52% of consumers want to receive financial updates via push notifications

Statistic 4

73% of financial services marketers prioritize personalized content to engage clients

Statistic 5

82% of consumers trust recommendations from family and friends over other forms of advertising in finance

Statistic 6

60% of financial institutions report that customer experience is a critical priority for their marketing strategies

Statistic 7

65% of financial advisors believe that content marketing influences client retention

Statistic 8

67% of finance companies believe that social proof influences purchasing decisions

Statistic 9

77% of financial firms prioritize mobile responsiveness in their website design

Statistic 10

54% of finance firms consider customer reviews as critical to their marketing strategy

Statistic 11

61% of finance marketers view customer education as a crucial marketing tactic

Statistic 12

41% of finance companies utilize predictive analytics to forecast customer behavior

Statistic 13

69% of financial service providers say that personalized marketing increases customer loyalty

Statistic 14

45% of finance marketers see customer analytics as key to competitive advantage

Statistic 15

89% of financial organizations see data privacy as a key concern in digital marketing

Statistic 16

74% of finance brands have increased investment in cybersecurity to protect customer data used in marketing

Statistic 17

48% of financial institutions have implemented chatbot technology to guide customer interactions

Statistic 18

69% of financial companies plan to use new content formats like AR/VR in marketing within the next two years

Statistic 19

33% of financial institutions have adopted blockchain for marketing-related transactions or record-keeping

Statistic 20

23% of financial marketing budgets are allocated to experimentation with emerging technologies

Statistic 21

49% of finance marketers report that automation has improved campaign efficiency

Statistic 22

Financial services marketing budgets are expected to grow by 10% in 2024

Statistic 23

65% of finance companies have increased their investment in digital marketing over the past year

Statistic 24

58% of financial advisors use social media platforms to attract new clients

Statistic 25

42% of finance marketers plan to increase their content marketing efforts in 2024

Statistic 26

54% of financial companies are leveraging AI to improve marketing effectiveness

Statistic 27

Mobile banking apps see a 35% higher engagement rate when integrated with personalized marketing messages

Statistic 28

68% of financial service providers believe that video marketing increases customer engagement

Statistic 29

55% of finance marketers use influencer marketing to reach younger demographics

Statistic 30

80% of financial marketers plan to enhance their SEO strategies for better visibility

Statistic 31

40% of finance brands utilize data-driven targeting for digital ads

Statistic 32

The average ROI for email marketing in finance is $42 for every $1 spent

Statistic 33

84% of finance firms plan to increase their investment in digital marketing tools in 2024

Statistic 34

59% of financial service companies use customer journey mapping to improve marketing

Statistic 35

36% of financial institutions have implemented voice search optimization

Statistic 36

45% of finance marketers plan to expand their use of programmatic advertising

Statistic 37

62% of financial marketers say that social media engagement directly impacts lead generation

Statistic 38

50% of financial firms plan to increase their use of interactive content, like quizzes and calculators, to improve engagement

Statistic 39

66% of finance marketers agree that video content improves conversion rates

Statistic 40

35% of financial firms are exploring cryptocurrency-based marketing strategies

Statistic 41

38% of financial institutions use native advertising as a key part of their digital marketing mix

Statistic 42

70% of finance companies have adopted omni-channel marketing strategies to unify customer experience

Statistic 43

67% of financial organizations plan to adopt more customer-centric marketing approaches within the next two years

Statistic 44

The average click-through rate (CTR) for finance-related email campaigns is 2.5%

Statistic 45

72% of finance marketers consider data analytics essential for campaign success

Statistic 46

Only 30% of financial marketers feel confident in their ability to analyze marketing data effectively

Statistic 47

54% of financial institutions track digital campaign performance with dedicated marketing analytics tools

Statistic 48

48% of finance marketing teams have dedicated data scientists or analysts to optimize campaigns

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Key Highlights

73% of financial services marketers prioritize personalized content to engage clients
Financial services marketing budgets are expected to grow by 10% in 2024
65% of finance companies have increased their investment in digital marketing over the past year
58% of financial advisors use social media platforms to attract new clients
82% of consumers trust recommendations from family and friends over other forms of advertising in finance
42% of finance marketers plan to increase their content marketing efforts in 2024
The average click-through rate (CTR) for finance-related email campaigns is 2.5%
60% of financial institutions report that customer experience is a critical priority for their marketing strategies
72% of finance marketers consider data analytics essential for campaign success
54% of financial companies are leveraging AI to improve marketing effectiveness
Mobile banking apps see a 35% higher engagement rate when integrated with personalized marketing messages
68% of financial service providers believe that video marketing increases customer engagement
55% of finance marketers use influencer marketing to reach younger demographics

In an era where 73% of financial services marketers are leveraging personalized content and digital strategies are booming—with marketing budgets set to grow by 10% in 2024—financial institutions are quickly transforming their approach to engage clients, build trust, and stay competitive in the digital age.

Consumer Behavior

70% of consumers prefer digital channels for initial contact with financial brands
78% of consumers say they would like to receive tailored financial advice via digital channels
52% of consumers want to receive financial updates via push notifications

Consumer Behavior Interpretation

With a clear digital preference—70% for initial contact, 78% craving tailored advice, and 52% eager for timely updates—financial brands must pivot swiftly or risk becoming mere echoes in the virtual void.

Customer Trust and Consumer Behavior

73% of financial services marketers prioritize personalized content to engage clients
82% of consumers trust recommendations from family and friends over other forms of advertising in finance
60% of financial institutions report that customer experience is a critical priority for their marketing strategies
65% of financial advisors believe that content marketing influences client retention
67% of finance companies believe that social proof influences purchasing decisions
77% of financial firms prioritize mobile responsiveness in their website design
54% of finance firms consider customer reviews as critical to their marketing strategy
61% of finance marketers view customer education as a crucial marketing tactic
41% of finance companies utilize predictive analytics to forecast customer behavior
69% of financial service providers say that personalized marketing increases customer loyalty
45% of finance marketers see customer analytics as key to competitive advantage

Customer Trust and Consumer Behavior Interpretation

In an industry where trust is currency, financial firms are increasingly banking on personalized, social, and mobile-driven strategies—highlighting that in finance, understanding and engaging the customer remains the ultimate asset.

Data Privacy and Regulatory Concerns

89% of financial organizations see data privacy as a key concern in digital marketing
74% of finance brands have increased investment in cybersecurity to protect customer data used in marketing

Data Privacy and Regulatory Concerns Interpretation

With 89% of financial organizations prioritizing data privacy and 74% ramping up cybersecurity investments, it's clear that in finance, digital marketing success hinges on not just reaching customers but safeguarding their trust.

Digital Transformation and Technology Adoption

48% of financial institutions have implemented chatbot technology to guide customer interactions
69% of financial companies plan to use new content formats like AR/VR in marketing within the next two years
33% of financial institutions have adopted blockchain for marketing-related transactions or record-keeping
23% of financial marketing budgets are allocated to experimentation with emerging technologies
49% of finance marketers report that automation has improved campaign efficiency

Digital Transformation and Technology Adoption Interpretation

With nearly half of financial institutions embracing chatbots and blockchain while nearly 70% eye immersive AR/VR content, the industry is boldly blending tradition with innovation—proving that even finance's most serious players understand that staying ahead requires both smart automation and a dash of futuristic flair.

Marketing Strategies and Campaigns

Financial services marketing budgets are expected to grow by 10% in 2024
65% of finance companies have increased their investment in digital marketing over the past year
58% of financial advisors use social media platforms to attract new clients
42% of finance marketers plan to increase their content marketing efforts in 2024
54% of financial companies are leveraging AI to improve marketing effectiveness
Mobile banking apps see a 35% higher engagement rate when integrated with personalized marketing messages
68% of financial service providers believe that video marketing increases customer engagement
55% of finance marketers use influencer marketing to reach younger demographics
80% of financial marketers plan to enhance their SEO strategies for better visibility
40% of finance brands utilize data-driven targeting for digital ads
The average ROI for email marketing in finance is $42 for every $1 spent
84% of finance firms plan to increase their investment in digital marketing tools in 2024
59% of financial service companies use customer journey mapping to improve marketing
36% of financial institutions have implemented voice search optimization
45% of finance marketers plan to expand their use of programmatic advertising
62% of financial marketers say that social media engagement directly impacts lead generation
50% of financial firms plan to increase their use of interactive content, like quizzes and calculators, to improve engagement
66% of finance marketers agree that video content improves conversion rates
35% of financial firms are exploring cryptocurrency-based marketing strategies
38% of financial institutions use native advertising as a key part of their digital marketing mix
70% of finance companies have adopted omni-channel marketing strategies to unify customer experience
67% of financial organizations plan to adopt more customer-centric marketing approaches within the next two years

Marketing Strategies and Campaigns Interpretation

As financial institutions aggressively boost their digital marketing budgets—rising over 80%, integrating AI, influencer campaigns, and interactive content—they're clearly investing more in targeted, multimedia, and customer-centric strategies to turn engagement into conversions in an increasingly mobile and virtual world.

Performance Metrics and Investment Trends

The average click-through rate (CTR) for finance-related email campaigns is 2.5%
72% of finance marketers consider data analytics essential for campaign success
Only 30% of financial marketers feel confident in their ability to analyze marketing data effectively
54% of financial institutions track digital campaign performance with dedicated marketing analytics tools
48% of finance marketing teams have dedicated data scientists or analysts to optimize campaigns

Performance Metrics and Investment Trends Interpretation

While finance email campaigns hover around a modest 2.5% click-through rate, it's clear that nearly three-quarters of marketers recognize data analytics as crucial, yet less than a third feel confident in their analytical prowess—suggesting that leveraging dedicated data scientists and analytics tools might just be the financial industry's secret to turning those clicks into conversions.