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3 strategies and tactics for Fintech

What is Fintech strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Identifying the optimal Fintech strategy can be challenging, especially when everyday tasks consume your time. To help you, we've assembled a list of examples to ignite your creativity.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Fintech strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Fintech strategy examples

You will find in the next section many different Fintech tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for building a fintech unicorn in the BFSI vendor space

  • ⛳️ Strategy 1: Leverage existing expertise in broking

    • Conduct a thorough market research to identify unexplored niches within BFSI support services
    • Use existing knowledge in revenue strategy for B2C clients to target potential BFSI clients
    • Identify key pain points for BFSI companies that align with broking expertise
    • Create a tailored service offering based on broking knowledge to solve these pain points
    • Develop case studies and testimonials from B2C clients to demonstrate expertise and gain BFSI client confidence
    • Attend BFSI industry conferences and networking events to connect with potential clients
    • Forge partnerships with existing BFSI firms to integrate broking solutions
    • Leverage connections in the broking industry to gather insights on transitioning to BFSI vendor services
    • Continuously update knowledge on industry trends in fintech and BFSI sectors
    • Monitor competition to differentiate service offerings and ensure competitive advantage

  • ⛳️ Strategy 2: Build a scalable business model

    • Define a clear and sustainable business model that addresses the specific needs of BFSI niche services
    • Develop a pricing strategy that reflects the value provided while remaining competitive
    • Implement scalable technologies to support future growth and handle increasing client demands
    • Streamline operations to improve efficiency and service delivery times
    • Create a robust onboarding process for new BFSI clients to ensure satisfaction and successful integration
    • Identify potential investors and pitch the scalability and growth potential of the business model
    • Establish key performance indicators (KPIs) to track growth and identify areas for improvement
    • Expand team capabilities with skilled hires who bring BFSI and fintech expertise
    • Regularly revisit and adapt the business model to keeping alignment with industry changes and opportunities
    • Develop strategic partnerships with complementary technology providers to enhance offerings

  • ⛳️ Strategy 3: Expand market presence and brand recognition

    • Develop a strong brand identity that reflects expertise and reliability in BFSI support services
    • Invest in digital marketing campaigns targeting BFSI institutions and decision makers
    • Create valuable content such as white papers and webinars that address BFSI challenges
    • Engage in thought leadership by participating in industry panels and forums
    • Utilise social media platforms to engage with BFSI communities and showcase case studies
    • Collaborate with industry influencers to increase credibility and reach
    • Launch targeted email marketing campaigns to engage potential BFSI clients
    • Establish a referral program to incentivise existing clients to recommend services
    • Monitor brand perception and management to ensure a positive reputation
    • Seek media coverage in fintech and BFSI publications to increase visibility
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Implement these strategies

Strategies and tactics for developing marketing strategies for fintech companies

  • ⛳️ Strategy 1: Build strong online presence

    • Create a professional and informative website
    • Start a fintech blog with regular content updates
    • Utilise social media platforms like LinkedIn, Twitter, and Facebook
    • Implement SEO strategies to increase search engine rankings
    • Engage with followers by responding to comments and messages
    • Share user success stories and testimonials
    • Offer valuable resources such as eBooks and webinars
    • Collaborate with influencers and industry leaders
    • Use social media advertising to increase reach
    • Continuously analyse and optimise your online presence

  • ⛳️ Strategy 2: Leverage content marketing

    • Develop a content calendar with regular blog posts
    • Create detailed whitepapers and case studies
    • Produce engaging video content explaining your fintech solutions
    • Host webinars and online workshops
    • Write guest posts for industry-related blogs and sites
    • Develop infographics to simplify complex concepts
    • Share industry news and insights on your platforms
    • Utilise email marketing to distribute your content
    • Develop a referral program to encourage content sharing
    • Regularly update and repurpose existing content

  • ⛳️ Strategy 3: Participate in fintech events

    • Attend industry conferences and trade shows
    • Host or sponsor fintech meetups and events
    • Network with key players and potential clients
    • Deliver keynote speeches or presentations
    • Exhibit at fintech expos to showcase your solution
    • Engage in panel discussions and roundtable talks
    • Collect and analyse feedback from event attendees
    • Distribute promotional materials and merchandise
    • Capture and share event moments on social media
    • Follow up with contacts made during the event
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Implement these strategies

Strategies and tactics for implementing marketing strategies for a fintech company

  • ⛳️ Strategy 1: Utilise content marketing

    • Create a blog offering financial advice and insights
    • Publish case studies showcasing customer success stories
    • Develop e-books or whitepapers on fintech trends
    • Launch a video series explaining complex financial concepts
    • Leverage guest blogging on reputable financial sites
    • Write and distribute press releases on new product launches
    • Share industry news and company updates on social media
    • Create infographics to simplify data and statistics
    • Host webinars featuring financial experts
    • Use email newsletters to share content and company news

  • ⛳️ Strategy 2: Expand social media presence

    • Create profiles on multiple social media platforms
    • Develop a content calendar for regular posting
    • Engage with followers by responding to comments and messages
    • Run targeted ads on social media platforms
    • Share customer testimonials and user-generated content
    • Post interactive content such as polls and questions
    • Collaborate with influencers and financial bloggers
    • Use hashtags to increase post visibility
    • Live stream events and product launches
    • Analyse social media metrics to optimise strategies

  • ⛳️ Strategy 3: Leverage partnerships and collaborations

    • Identify and reach out to potential partners in related industries
    • Develop co-branded marketing campaigns
    • Participate in co-hosting webinars and events
    • Offer exclusive deals through partner channels
    • Collaborate on research and development of industry insights
    • Share each other’s content on social media
    • Create joint press releases and announcements
    • Sponsor partner’s events and vice versa
    • Feature partners in company blog and case studies
    • Analyse the effectiveness of each partnership
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Implement these strategies

How to track your Fintech strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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