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How to Build an Effective Fintech PR Strategy in 6 Steps

The fintech industry is in constant flux, with new trends and technologies pushing boundaries every day. Success comes from crafting a PR strategy that positions your brand as a trailblazer, addressing key challenges like security, regulation, and user experience. Here’s how to do that in six practical steps.

1. Follow fintech-specific trends

With the rise of blockchain, Decentralized Finance or DeFi, and AI-powered financial tools, fintech brands face both new opportunities and risks. To stay relevant, your PR strategy must reflect the latest industry trends and concerns.

Start by subscribing to research platforms like CB Insights or Deloitte for comprehensive fintech data. These reports highlight market shifts like digital transformation and financial inclusion, which can shape your messaging. You can also use Google Trends or Brandwatch to track real-time buzz on topics like payment security or cryptocurrency regulations. By combining long-term reports with real-time tools, your PR strategy will always be informed by the latest industry developments, giving you an edge in crafting timely, relevant stories.

2. Craft customer-centric, data-driven stories

Your PR strategy should focus on how your fintech solutions impact customers’ daily lives, whether by improving access to services or enhancing security. Data-driven storytelling is key to connecting with your audience.

Key Approaches:

  • Start by segmenting your audience into relevant groups, like individual users, businesses, or investors
  • Address specific pain points for each segment
  • Use tools like HubSpot or Salesforce to track customer concerns and behavior
  • Back your messaging with concrete data. If your audience is worried about transaction fraud, highlight your brand’s fraud prevention capabilities with a case study of 20% reduction in fraud.

Ground your stories in real-world problems your customers face. The more your data speaks to their specific needs, the stronger your messaging will be.

3. Position yourself as a thought leader

Establishing yourself as an industry leader means getting involved in the conversation about the future of finance. Hosting webinars, panels, or thought leadership content on emerging topics like blockchain or financial inclusion can position your brand as a forward-thinking authority.

Engagement Strategies:

  • Use platforms like Zoom Webinars or Hopin for engaging events
  • Incorporate interactive tools like live Q&As or polls via Slido
  • Take inspiration from PayPal’s approach to leading industry discussions
  • Share insights at key industry events

4. Partner with fintech-savvy influencers and media outlets

Working with influencers and fintech-focused media outlets extends your brand’s reach and credibility. The right partnerships can amplify your message in targeted communities.

Partnership Opportunities:

  • Identify influencers who resonate with your target audience
  • Connect with financial experts (e.g., Randell Tiongson in Southeast Asia)
  • Partner with publications like BusinessWorld or TechShake
  • Focus on outlets that appeal to the fintech and startup crowd

5. Lead conversations around fintech regulations

Fintech brands operate in a heavily regulated environment, so staying ahead of regulatory conversations is crucial. By engaging in discussions around regulations, such as data privacy or cryptocurrency laws, you can position your brand as a thought leader that actively shapes industry standards.

Best Practices:

  • Partner with regulators and industry bodies
  • Co-host events focused on key fintech laws
  • Sponsor public discussions about regulations

6. Prepare a multi-layered crisis communication plan

Trust is everything in fintech, especially when dealing with sensitive financial data. A solid, multi-layered crisis communication plan ensures that all stakeholders receive accurate, timely information during any incident.

Communication Layers:

  1. Level 1: Real-time updates via your app or social media platforms
  2. Level 2: Segmented messaging through emails or in-app notifications
  3. Level 3: Private briefings for investors or regulators

Pro Tip: Run regular crisis simulations with your team and have dynamic messaging templates ready for use.

Moving forward

Success in fintech PR requires more than just keeping up with industry trends—it demands proactive, tailored strategies. From focusing on customer-centric stories to leading discussions on regulation, these six steps will help you position your brand where it matters most.

Which step will you start with today?

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M2.0 Communications is a Public Relations Agency that specializes in business, technology, and lifestyle communication. We offer a range of PR services including corporate communications, media relations, social media marketing, influencer marketing, and video production. Learn more about our work on our case studies page.

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