Financial Services

The Braze Financial Services Inspiration Guide

Earning customers’ attention and loyalty has become increasingly challenging in the crowded financial services market. To respond, brands need to find thoughtful, responsive ways to nurture customers through their financial journeys.

That’s why we created the Braze Financial Services Inspiration Guide. This collection of more than 25 customer engagement use cases for financial services brands provides an exclusive look into the digital campaigns being leveraged by today’s savviest companies to effectively activate, monetize, and retain customers.

Download the guide to uncover:

  • Proven techniques for successfully activating new users
  • Monetization strategies that can deepen engagement with your brand’s digital properties and turn it to revenue
  • How to retain customers on long term after activating and monetizing them
  • Key ways Financial Services brands can leverage customer data, personalization and optimization to boost the effectiveness of their outreach


Today’s top global brands are sending tens of billions of messages per month to over 5.5+ billion monthly active users (MAU) with Braze.