Marketing Strategies for FinTech Partnerships. Post-COVID-19 measures

Taisiia Berg
Berg Digital CH
Published in
2 min readJun 3, 2020

Now we live in a new post COVID19 world and urgently have to restore a pace of already lost growth. Where the partnerships are able to realise their hidden potential.

After work in b2b Swiss credit company and with banks, I remarked how to engage with partners — whether fintechs or traditional companies. Current crisis is the best time to take advantage of the opportunities that exist.

Marketing Strategies for FinTech Partnerships by BergDigital.CH

That marketing activities will facilitate the delivery of services that enable and engender loyalty of your customers.

Keep in mind all measures demonstrate that your brand/company are listening to, understand, and communicate with consumers in a unique way.

1. Marketing, Sales & Services Integration. Often all customer interactions and communications (via telephone, direct mail, email, and digital) are realised in particular way across partnerships.

Integration of these services serves a common goal: customer needs in order to generate maximum revenue and profit.

Integrate all in CRM to track client’s action: call, mail, newsletter, call from ads in search, filling out website’s form, partners’ newsletters, messages from social media. In a few cases it’s a mono vendor solutions but usually a hybrid from different integrated services that usually we do for our customers.

2. Create Collaboration Strategy.

Many partnerships in fintech including banking do not establish a thoughtful strategy, but such companies like international IT/software vendors benefit greatly from the leverage partnerships.

You need to develop a 6 months actions plan for offline and online activities with your partners. Discuss and agree goals, deadlines, a budget, KPI like leads and % possibility of real deals.

3. Establish Customer Knowledge

Continuously update knowledge of customers’ needs, motivations, and behaviors over the lifetime of the relationship. Conduct surveys, put this info in CRM. Consolidate customer databases to create unique customer ID, use matching algorithms to create the full picture of the customer across all data points.

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Taisiia Berg
Berg Digital CH

Certified Scrum Product Owner, Agile Project Manager. Investment Foundations by CFA