Here’s the thing: your audience is already scrolling through TikTok, LinkedIn, and Instagram for financial advice. In fact, Pew Research Center reported 72% of Gen Z and Millennials say social media is their go-to source for learning about money. The catch: nearly 60% scrolls away content that’s too jargon-heavy or overly promotional, according to the same survey.
With platforms like TikTok driving billions of views on #FinTok and LinkedIn doubling down on professional thought leadership, the rules for promoting fintech brands are changing fast. The key? Tailoring your strategy to match the platform. Let’s dive into the exact ways you can maximize your presence, one platform at a time.
LinkedIn: Where thought leadership turns into leads
Brand awareness starts with showcasing your expertise—share posts like “How Embedded Finance is Saving Small Businesses Time” and back them up with data-driven insights. Pair those with bold visuals to stop scrollers in their tracks.
Use LinkedIn’s polls to start conversations, such as “What’s your biggest financial goal for 2025? Cutting costs or scaling revenue?” Not only do you spark dialogue, but you also get real-time insights about your audience. Bonus hack? Follow up with posts or articles that address the top responses and tie them back to your product.
LinkedIn’s advanced targeting tools are your secret weapon if you’re aiming to drive sales. Here’s how to do it:
- Run ad campaigns for gated resources like “The 2025 Fintech Survival Kit” and use Lead Gen Forms to make signing up seamless.
- Close the loop by showcasing success stories in mini case studies: “How [Client X] Saved $15K Using Our Tool.”
- Finally, build loyalty with a private LinkedIn group for your most engaged users, where you can share exclusive updates or host live Q&A sessions.
Instagram: The home of visual storytelling
Instagram thrives on creativity, so ditch the corporate tone and focus on making financial topics fun and relatable. In this platform, Reels are your best friend. Post quick videos like “5 Ways to Save $100 Without Giving Up Take-Outs” using trending audio and bold text overlays. Add captions that make your audience feel like they’re chatting with a financially savvy friend.
To drive more engagement, tap into Stories’ interactive tools. Ask questions like “What did you struggle with more in 2024: budgeting or saving?” or run a quiz about financial myths to get people involved. Better yet, team up with influencers or financial educators for collaborative posts that amplify your reach while adding credibility.
For lead generation and conversions, Instagram’s visual focus makes it perfect for testimonials. Share carousel posts highlighting user wins: “How [User X] Paid Off $5,000 in Debt Using [Your App].” Use shoppable links and countdown stickers in Stories to nudge followers toward your app.
TikTok: Where education meets entertainment
TikTok is a goldmine for turning complex finance topics into digestible, engaging content. To help you balance brand awareness, engagement, lead generation, conversions, and retention, we made a framework you can follow:
Monday: Brand awareness boost
- Morning: Create and post a short, punchy video like “How to Save $500 in 30 Days” using trending audio and captions that simplify the steps. Keep it light, relatable, and visually engaging.
- Evening: Monitor comments for engagement opportunities and respond to users with follow-up tips.
Tuesday: Engagement day
- Afternoon: Post a Duet or Stitch reacting to a trending money-saving hack. Add your expertise by showing how your app or tools can make the hack even easier or more effective.
- Evening: Share a behind-the-scenes or personal finance tip that humanizes your brand, like “What I Learned from Tracking My Spending for a Week.”
Thursday: Interactive Tools for Lead Generation
- Morning: Post a video demonstrating a calculator or budgeting tool using TikTok’s Smart Interactive Cards. Example: “How Much Can You Save in a Year? Click to Find Out!” Include a CTA that links directly to your app.
- Afternoon: Promote the post through relevant hashtags like #BudgetingHacks or #FintechTools to increase visibility.
Saturday: Build Community and Conversions
- Evening: Host a TikTok Live session to demo a key app feature, such as your savings or budgeting tool. Interact with viewers in real-time and answer questions. Include a “Download Now” button during the stream for immediate conversions.
Sunday: Gamified Retention
- Morning: Launch a challenge like #SmartSaverChallenge, encouraging users to share their progress using your app. Post your own video to kick things off, demonstrating how the app works within the challenge.
- Afternoon: Repost or Duet user-generated content from the challenge to amplify engagement and build a sense of community.
Facebook: Build a community that stays loyal
Facebook may not be the newest platform, but it’s a powerhouse for community-building and retention. Start by creating a private group where members can share financial tips and ask questions—think “Smart Money Moves: A Community for Savvy Savers.” Share helpful content, moderate discussions, and sprinkle in exclusive updates about your product.
For engagement, use polls and Q&A threads. Ask questions like “What’s your biggest financial goal for 2025?” and follow up with tailored posts that offer solutions. Live streams showcasing your product’s features—like “How Our App Simplifies Budgeting”—can create dynamic, real-time interactions.
To convert and retain customers, run highly targeted ads using Facebook’s advanced audience tools. Example? Offer a “3-Month Free Trial for First-Time Users” and retarget users who clicked but didn’t convert. Keep existing customers hooked by announcing exclusive features in your group: “You’re the first to try our new auto-investment tool!”
Also Read: 10 Best Fintech Social Media Strategies (And How You Can Use Them)
YouTube: The long-game strategy for trust and loyalty
YouTube is perfect for fintech brands that want to dive deep into education. For brand awareness, create explainer videos like “How to Budget for Beginners” or host podcasts with financial advisors on “What Is DeFi?”. Use clear visuals and simple explanations to make intimidating topics feel manageable.
For engagement, make the comment section your playground. End videos with a question like “What’s your biggest budgeting challenge?” and respond to comments to foster a sense of connection. Live streams, such as “Ask Me Anything About Saving Money,” can deepen relationships with your audience.
When it comes to lead generation and conversions, YouTube’s tools work wonders. Include CTAs in your descriptions and end screens, such as links to free resources or app download pages. Retain customers with playlists tailored to their needs, like “Financial Tips for First-Time Investors.” The more value you provide, the more likely your audience is to stick around—and recommend your brand.
Meet your audience where they are
Each platform is like a different stage in the fintech social media game—each with its own challenges and rewards. LinkedIn is where you break down DeFi trends for the pros, Instagram is your canvas for eye-catching budgeting hacks, and TikTok? That’s your playground for making finance fun and relatable. Play to each platform’s unique strengths. What will be your first move?
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