GITNUXREPORT 2025

Marketing In The Financial Service Industry Statistics

Financial sector leverages digital marketing to boost engagement, trust, and growth.

Jannik Linder

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

First published: April 29, 2025

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Statistic 1

62% of consumers prefer online interactions with financial institutions

Statistic 2

48% of consumers use social media to research financial products and services

Statistic 3

58% of consumers prefer receiving financial updates via app notifications over emails

Statistic 4

78% of financial services firms use social media for marketing purposes

Statistic 5

65% of financial advisors believe personalized marketing improves client engagement

Statistic 6

52% of consumers trust brands that provide tailored financial advice

Statistic 7

88% of financial institutions utilize customer reviews and testimonials in their marketing

Statistic 8

Despite digital shift, 60% of clients still prefer speaking directly with their financial advisor

Statistic 9

44% of consumers trust financial institutions that actively communicate via social media

Statistic 10

65% of financial firms report that website usability directly impacts their conversion rates

Statistic 11

85% of millennials in finance seek digital-first engagement from their financial providers

Statistic 12

54% of financial companies use chatbots to enhance customer engagement

Statistic 13

73% of successful financial marketers believe video marketing is effective in client education

Statistic 14

69% of financial institutions invest in customer experience enhancements as part of marketing

Statistic 15

61% of consumers would switch to a competitor after a poor digital experience

Statistic 16

80% of marketers in finance believe that mobile optimization boosts engagement

Statistic 17

59% of clients prefer digital onboarding processes, which are a key part of marketing engagement

Statistic 18

53% of financial service marketers consider data privacy a critical factor in their digital marketing strategies

Statistic 19

75% of financial marketers believe that influencer collaborations enhance brand credibility

Statistic 20

58% of consumers see personalized marketing as a key factor in their trust in financial brands

Statistic 21

55% of financial service consumers are more likely to trust a brand that offers consistent messaging across channels

Statistic 22

77% of financial institutions view customer feedback as vital to shaping marketing strategies

Statistic 23

62% of marketing teams in finance utilize CRM systems to enhance customer relationships

Statistic 24

79% of financial marketers believe that online reviews significantly impact new customer acquisition

Statistic 25

71% of clients say that digital support options improve their overall banking experience

Statistic 26

87% of financial institutions see content marketing as a key driver for customer engagement

Statistic 27

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

Statistic 28

67% of financial service marketers report data-driven marketing as critical to their strategy

Statistic 29

56% of digital ads in financial services are now personalized based on user data

Statistic 30

Lead generation from digital channels increased by 30% in the financial sector over the last year

Statistic 31

72% of financial service firms analyze user data to improve marketing personalization

Statistic 32

54% of financial firms leverage sentiment analysis to guide marketing messages

Statistic 33

66% of financial services firms report that integrating social media analytics improves campaign performance

Statistic 34

82% of financial services firms track customer journeys across multiple channels for better targeting

Statistic 35

72% of financial firms are increasing their investment in customer data platforms

Statistic 36

63% of financial firms use predictive analytics to target cross-selling opportunities

Statistic 37

70% of financial service marketers rank content marketing as their top strategy

Statistic 38

45% of financial firms are increasing their marketing budgets for digital channels in 2023

Statistic 39

Video content generates 1200% more shares than text and images combined in financial marketing

Statistic 40

79% of financial marketers plan to increase content marketing efforts in 2024

Statistic 41

42% of financial service marketing budgets are allocated to influencer marketing

Statistic 42

50% of financial advisors have seen growth in client acquisition directly attributed to digital marketing efforts

Statistic 43

Financial services advertising spend on digital platforms increased by 25% in 2023

Statistic 44

Content marketing generates 3 times more leads than traditional marketing in the financial sector

Statistic 45

64% of marketers in finance consider search engine optimization (SEO) as essential for their marketing strategy

Statistic 46

68% of social media campaigns in financial services are now video-based

Statistic 47

76% of financial marketing budgets are allocated to digital channels

Statistic 48

Mobile banking app usage increased by 35% in the financial services industry during 2022

Statistic 49

55% of financial institutions experience challenges in implementing AI tools for marketing

Statistic 50

Only 32% of financial services firms have fully integrated AI into their marketing processes

Statistic 51

43% of financial marketing campaigns incorporate augmented or virtual reality elements

Statistic 52

38% of financial firms are experimenting with blockchain for marketing transparency and security

Statistic 53

70% of financial institutions have adopted or plan to adopt marketing automation tools soon

Statistic 54

48% of financial institutions are using location-based marketing to target nearby potential clients

Statistic 55

41% of financial marketers have adopted voice search optimization to reach consumers

Statistic 56

54% of financial marketers expect increased use of augmented reality to improve product demonstrations

Statistic 57

57% of financial service providers plan to implement AI-powered chatbots within the next 12 months

Statistic 58

Only 29% of smaller financial firms have fully adopted marketing automation systems

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Sources

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Key Highlights

78% of financial services firms use social media for marketing purposes
65% of financial advisors believe personalized marketing improves client engagement
52% of consumers trust brands that provide tailored financial advice
Email marketing has an average ROI of 4200% in the financial sector
70% of financial service marketers rank content marketing as their top strategy
45% of financial firms are increasing their marketing budgets for digital channels in 2023
62% of consumers prefer online interactions with financial institutions
Video content generates 1200% more shares than text and images combined in financial marketing
88% of financial institutions utilize customer reviews and testimonials in their marketing
Despite digital shift, 60% of clients still prefer speaking directly with their financial advisor
Mobile banking app usage increased by 35% in the financial services industry during 2022
67% of financial service marketers report data-driven marketing as critical to their strategy
55% of financial institutions experience challenges in implementing AI tools for marketing

In an era where 78% of financial services firms harness social media and email marketing boasts a staggering 4200% ROI, the industry is rapidly evolving into a digital-first landscape driven by personalized content, innovative technologies like AI and AR, and an unwavering focus on enhancing customer experience and trust.

Consumer Preferences and Digital Behavior

62% of consumers prefer online interactions with financial institutions
48% of consumers use social media to research financial products and services
58% of consumers prefer receiving financial updates via app notifications over emails

Consumer Preferences and Digital Behavior Interpretation

These statistics underscore a seismic shift in consumer preferences—highlighting that for financial institutions to stay relevant, they must prioritize digital engagement and social media savvy over traditional channels.

Customer Engagement and Trust

78% of financial services firms use social media for marketing purposes
65% of financial advisors believe personalized marketing improves client engagement
52% of consumers trust brands that provide tailored financial advice
88% of financial institutions utilize customer reviews and testimonials in their marketing
Despite digital shift, 60% of clients still prefer speaking directly with their financial advisor
44% of consumers trust financial institutions that actively communicate via social media
65% of financial firms report that website usability directly impacts their conversion rates
85% of millennials in finance seek digital-first engagement from their financial providers
54% of financial companies use chatbots to enhance customer engagement
73% of successful financial marketers believe video marketing is effective in client education
69% of financial institutions invest in customer experience enhancements as part of marketing
61% of consumers would switch to a competitor after a poor digital experience
80% of marketers in finance believe that mobile optimization boosts engagement
59% of clients prefer digital onboarding processes, which are a key part of marketing engagement
53% of financial service marketers consider data privacy a critical factor in their digital marketing strategies
75% of financial marketers believe that influencer collaborations enhance brand credibility
58% of consumers see personalized marketing as a key factor in their trust in financial brands
55% of financial service consumers are more likely to trust a brand that offers consistent messaging across channels
77% of financial institutions view customer feedback as vital to shaping marketing strategies
62% of marketing teams in finance utilize CRM systems to enhance customer relationships
79% of financial marketers believe that online reviews significantly impact new customer acquisition
71% of clients say that digital support options improve their overall banking experience
87% of financial institutions see content marketing as a key driver for customer engagement

Customer Engagement and Trust Interpretation

With nearly 8 out of 10 financial firms leveraging social media and a resounding 87% relying on content marketing, the industry is clearly navigating the digital tide—yet, the persistent preference of 60% of clients for direct advisor contact and the importance of personalized, trustworthy communication highlight that in finance, even the most robust digital strategies must still prioritize human connection.

Data and Analytics in Financial Services

Email marketing has an average ROI of 4200% in the financial sector
67% of financial service marketers report data-driven marketing as critical to their strategy
56% of digital ads in financial services are now personalized based on user data
Lead generation from digital channels increased by 30% in the financial sector over the last year
72% of financial service firms analyze user data to improve marketing personalization
54% of financial firms leverage sentiment analysis to guide marketing messages
66% of financial services firms report that integrating social media analytics improves campaign performance
82% of financial services firms track customer journeys across multiple channels for better targeting
72% of financial firms are increasing their investment in customer data platforms
63% of financial firms use predictive analytics to target cross-selling opportunities

Data and Analytics in Financial Services Interpretation

In a financial sector where data-driven marketing yields a staggering 4200% ROI and over 80% track customer journeys across multiple channels, embracing personalized, sentiment-aware campaigns isn't just strategic—it's essential for staying ahead in the digital race.

Digital Marketing and Content Strategy

70% of financial service marketers rank content marketing as their top strategy
45% of financial firms are increasing their marketing budgets for digital channels in 2023
Video content generates 1200% more shares than text and images combined in financial marketing
79% of financial marketers plan to increase content marketing efforts in 2024
42% of financial service marketing budgets are allocated to influencer marketing
50% of financial advisors have seen growth in client acquisition directly attributed to digital marketing efforts
Financial services advertising spend on digital platforms increased by 25% in 2023
Content marketing generates 3 times more leads than traditional marketing in the financial sector
64% of marketers in finance consider search engine optimization (SEO) as essential for their marketing strategy
68% of social media campaigns in financial services are now video-based
76% of financial marketing budgets are allocated to digital channels

Digital Marketing and Content Strategy Interpretation

With 76% of financial marketing budgets gravitating toward digital channels and a clear surge in video content—responsible for 1200% more shares—financial firms are undeniably investing heavily in digital storytelling, recognizing that, in a data-driven world, compelling content isn't just a strategy; it's the new currency for client acquisition and engagement.

Technology Adoption and Innovation

Mobile banking app usage increased by 35% in the financial services industry during 2022
55% of financial institutions experience challenges in implementing AI tools for marketing
Only 32% of financial services firms have fully integrated AI into their marketing processes
43% of financial marketing campaigns incorporate augmented or virtual reality elements
38% of financial firms are experimenting with blockchain for marketing transparency and security
70% of financial institutions have adopted or plan to adopt marketing automation tools soon
48% of financial institutions are using location-based marketing to target nearby potential clients
41% of financial marketers have adopted voice search optimization to reach consumers
54% of financial marketers expect increased use of augmented reality to improve product demonstrations
57% of financial service providers plan to implement AI-powered chatbots within the next 12 months
Only 29% of smaller financial firms have fully adopted marketing automation systems

Technology Adoption and Innovation Interpretation

While mobile banking app usage surged 35% in 2022 highlighting consumer shift towards digital channels, the financial industry's slow AI integration—only 32% fully embracing it and 29% of small firms lagging behind—reveals that even as firms experiment with AR, blockchain, and chatbots, many are still navigating the complex maze of modern marketing technologies.