GITNUXREPORT 2025

Marketing In The Financial Industry Statistics

Content marketing dominates financial industry, boosting engagement via digital, personal strategies.

Jannik Linder

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

First published: April 29, 2025

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Rigorous fact-checking • Reputable sources • Regular updatesLearn more

Statistic 1

78% of consumers trust financial institutions that provide personalized content

Statistic 2

84% of banking customers prefer digital banking over traditional banking

Statistic 3

70% of consumers do not trust traditional advertising, making inbound marketing more effective

Statistic 4

88% of millennials in the finance sector prefer online banking

Statistic 5

64% of consumers prefer to use a mobile app for financial transactions

Statistic 6

41% of banking customers are influenced by online reviews and ratings

Statistic 7

60% of consumers trust financial advice from social media platforms

Statistic 8

88% of financial advisors believe content marketing helps build client trust

Statistic 9

71% of millennials trust their financial advisor more when they receive frequent updates via digital channels

Statistic 10

69% of bank customers want personalized offers and content

Statistic 11

47% of consumers prefer 24/7 customer support via digital channels

Statistic 12

49% of financial marketers say that user-generated content influences purchasing decisions

Statistic 13

82% of banking customers use online reviews for their financial service decisions

Statistic 14

43% of millennials prefer communicating with financial brands via social messaging apps

Statistic 15

55% of financial service companies measure success primarily by customer acquisition and retention

Statistic 16

48% of financial advisors say that data privacy concerns restrict their marketing efforts

Statistic 17

45% of financial institutions believe data breaches have affected their marketing initiatives

Statistic 18

55% of financial firms increased their digital advertising budget in 2023

Statistic 19

62% of banking customers use mobile apps for their banking needs

Statistic 20

60% of financial firms plan to adopt AI-driven marketing tools in the next year

Statistic 21

73% of banking customers access their accounts via smartphones daily

Statistic 22

66% of consumers have switched financial service providers due to poor digital experiences

Statistic 23

29% of financial institutions plan to adopt blockchain technology for marketing applications within five years

Statistic 24

71% of banking customers find financial mobile apps user-friendly

Statistic 25

78% of financial services companies plan to enhance their digital marketing capabilities in the next year

Statistic 26

89% of financial services marketers believe content marketing is critical to their overall marketing strategy

Statistic 27

72% of consumers said they would prefer to learn about financial services through articles rather than ads

Statistic 28

Financial advisors using social media saw a 33% boost in client engagement

Statistic 29

Email marketing has an average ROI of 4200% in the financial industry

Statistic 30

45% of financial services firms utilize personalized email campaigns

Statistic 31

63% of financial marketers plan to increase investment in video marketing in 2024

Statistic 32

65% of financial firms perceive social media as essential for brand awareness

Statistic 33

69% of digital content strategies in finance include thought leadership articles

Statistic 34

41% of financial services marketers report increased lead generation via digital channels

Statistic 35

47% of financial companies report measuring ROI from social media efforts

Statistic 36

58% of financial marketers see analytics as key to their strategy

Statistic 37

54% of financial marketers say their content marketing efforts have directly increased sales

Statistic 38

82% of financial firms plan to increase investment in digital marketing platforms in 2024

Statistic 39

49% of financial institutions incorporate influencer marketing into their strategies

Statistic 40

38% of financial marketers say their biggest challenge is generating quality leads

Statistic 41

55% of financial firms are investing in SEO to improve online visibility

Statistic 42

77% of financial marketers prioritize creating customer-centric content

Statistic 43

48% of banking executives agree that social media positively impacts their brand reputation

Statistic 44

25% of financial firms do not currently utilize any form of video in their marketing

Statistic 45

90% of financial services prospects are influenced by online content before making decisions

Statistic 46

43% of financial firms leverage customer data platforms for targeted marketing

Statistic 47

54% of financial marketers consider content marketing as their most effective tactic

Statistic 48

65% of financial firms are planning to increase budget for digital marketing in the next fiscal year

Statistic 49

76% of financial firms believe social media increases brand loyalty

Statistic 50

54% of financial companies are employing programmatic advertising to target specific customer segments

Statistic 51

67% of financial marketers rank content marketing as a top priority for 2024

Statistic 52

89% of financial marketers use data analytics to inform marketing strategies

Statistic 53

61% of consumers have increased their digital banking usage after personalized marketing campaigns

Statistic 54

50% of financial firms incorporate video testimonials into their marketing

Statistic 55

42% of financial marketers see a direct link between content marketing and increased lead quality

Statistic 56

52% of financial institutions use chatbot technology to enhance customer experience

Statistic 57

59% of financial institutions plan to implement machine learning for marketing automation

Statistic 58

52% of financial marketers report a significant increase in customer engagement after adopting new marketing tech

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Sources

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Trust Badges - Publications that have cited our reports

Key Highlights

89% of financial services marketers believe content marketing is critical to their overall marketing strategy
72% of consumers said they would prefer to learn about financial services through articles rather than ads
55% of financial firms increased their digital advertising budget in 2023
62% of banking customers use mobile apps for their banking needs
Financial advisors using social media saw a 33% boost in client engagement
Email marketing has an average ROI of 4200% in the financial industry
45% of financial services firms utilize personalized email campaigns
78% of consumers trust financial institutions that provide personalized content
63% of financial marketers plan to increase investment in video marketing in 2024
84% of banking customers prefer digital banking over traditional banking
60% of financial firms plan to adopt AI-driven marketing tools in the next year
48% of financial advisors say that data privacy concerns restrict their marketing efforts
65% of financial firms perceive social media as essential for brand awareness

In an era where 89% of financial marketers believe content marketing is vital and 88% of consumers prioritize digital channels for financial decisions, mastering innovative marketing strategies is more crucial than ever for financial institutions aiming to build trust, boost engagement, and stay ahead in a rapidly digitalizing industry.

Customer Preferences and Trust

78% of consumers trust financial institutions that provide personalized content
84% of banking customers prefer digital banking over traditional banking
70% of consumers do not trust traditional advertising, making inbound marketing more effective
88% of millennials in the finance sector prefer online banking
64% of consumers prefer to use a mobile app for financial transactions
41% of banking customers are influenced by online reviews and ratings
60% of consumers trust financial advice from social media platforms
88% of financial advisors believe content marketing helps build client trust
71% of millennials trust their financial advisor more when they receive frequent updates via digital channels
69% of bank customers want personalized offers and content
47% of consumers prefer 24/7 customer support via digital channels
49% of financial marketers say that user-generated content influences purchasing decisions
82% of banking customers use online reviews for their financial service decisions
43% of millennials prefer communicating with financial brands via social messaging apps
55% of financial service companies measure success primarily by customer acquisition and retention

Customer Preferences and Trust Interpretation

In an era where trust hinges on personalized, digital experiences, financial institutions must embrace inbound content marketing and multi-channel engagement—especially social, mobile, and review platforms—to turn skeptical consumers into loyal clients craving both convenience and authenticity.

Data Privacy and Security

48% of financial advisors say that data privacy concerns restrict their marketing efforts
45% of financial institutions believe data breaches have affected their marketing initiatives

Data Privacy and Security Interpretation

With nearly half of financial advisors citing data privacy fears and almost as many financial institutions acknowledging breaches that stifle marketing efforts, it's clear that safeguarding data is not just a compliance issue but a competitive stealth weapon in financial marketing.

Digital Transformation and Adoption

55% of financial firms increased their digital advertising budget in 2023
62% of banking customers use mobile apps for their banking needs
60% of financial firms plan to adopt AI-driven marketing tools in the next year
73% of banking customers access their accounts via smartphones daily
66% of consumers have switched financial service providers due to poor digital experiences
29% of financial institutions plan to adopt blockchain technology for marketing applications within five years
71% of banking customers find financial mobile apps user-friendly
78% of financial services companies plan to enhance their digital marketing capabilities in the next year

Digital Transformation and Adoption Interpretation

With nearly three-quarters of banking customers favoring mobile apps and over half of financial firms ramping up digital marketing and AI tools, it's clear that in the rapidly evolving financial landscape, digital excellence isn't just a luxury—it's the new standard for customer retention and industry success.

Marketing Strategies and Content

89% of financial services marketers believe content marketing is critical to their overall marketing strategy
72% of consumers said they would prefer to learn about financial services through articles rather than ads
Financial advisors using social media saw a 33% boost in client engagement
Email marketing has an average ROI of 4200% in the financial industry
45% of financial services firms utilize personalized email campaigns
63% of financial marketers plan to increase investment in video marketing in 2024
65% of financial firms perceive social media as essential for brand awareness
69% of digital content strategies in finance include thought leadership articles
41% of financial services marketers report increased lead generation via digital channels
47% of financial companies report measuring ROI from social media efforts
58% of financial marketers see analytics as key to their strategy
54% of financial marketers say their content marketing efforts have directly increased sales
82% of financial firms plan to increase investment in digital marketing platforms in 2024
49% of financial institutions incorporate influencer marketing into their strategies
38% of financial marketers say their biggest challenge is generating quality leads
55% of financial firms are investing in SEO to improve online visibility
77% of financial marketers prioritize creating customer-centric content
48% of banking executives agree that social media positively impacts their brand reputation
25% of financial firms do not currently utilize any form of video in their marketing
90% of financial services prospects are influenced by online content before making decisions
43% of financial firms leverage customer data platforms for targeted marketing
54% of financial marketers consider content marketing as their most effective tactic
65% of financial firms are planning to increase budget for digital marketing in the next fiscal year
76% of financial firms believe social media increases brand loyalty
54% of financial companies are employing programmatic advertising to target specific customer segments
67% of financial marketers rank content marketing as a top priority for 2024
89% of financial marketers use data analytics to inform marketing strategies
61% of consumers have increased their digital banking usage after personalized marketing campaigns
50% of financial firms incorporate video testimonials into their marketing
42% of financial marketers see a direct link between content marketing and increased lead quality

Marketing Strategies and Content Interpretation

In an industry where trust is currency, over 89% of financial marketers recognize content marketing as essential, as consumers prefer articles over ads and social media efforts boost engagement by 33%, illustrating that data-driven, personalized, and multimedia strategies are not just buzzwords but vital to turning financial prospects into loyal clients.

Technology and Innovation in Finance

52% of financial institutions use chatbot technology to enhance customer experience
59% of financial institutions plan to implement machine learning for marketing automation
52% of financial marketers report a significant increase in customer engagement after adopting new marketing tech

Technology and Innovation in Finance Interpretation

With over half of financial institutions embracing chatbots and machine learning, the industry is clearly investing in smarter tech to turn customer engagement from a mere numbers game into a financial symphony.