Elevating Conversions: Unleash the Power of In-App Messages in Your Fintech Engagement Strategy

  • UPDATED: 30 August 2023
  • 5 min read

Reading Time: 5 minutes

In today’s competitive Fintech landscape, engaging customers and driving conversions is crucial for success. In-app messages have emerged as a powerful tool to capture attention, deliver personalized messages, and prompt desired actions.

In this article, we show you how Fintech brands have leveraged MoEngage’s In-app Messages and achieved exceptional conversion rates for different use cases.

You will also learn how to make the most of in-app pop-up messages to enhance customer experiences and achieve high conversion rates in your Fintech mobile app.

What Are the Latest In-app Message Conversion Rates for Fintech Mobile Apps?

Here are the conversion rates we’ve observed for different use cases of in-app pop-up messages:

Security and Fraud Alerts 28.53%
Educational Content and News Updates 39.20%
Onboarding and Tutorials 33.76%
Surveys and Feedback 34.39%
Personalized Recommendations 66.23%
Promotions and Offers 26.94%
Account Notifications and Updates 85.95%


Here are some hand-picked in-app message templates for the above use-cases that you can implement using MoEngage to grow engagement on your Fintech app:

1. Account Notifications and Updates

Harness the power of in-app pop-ups to deliver important account notifications and updates directly to your customers.

By displaying pop-ups for low account balances, transaction confirmations, upcoming bill payments, or account security information, you ensure that your customers stay informed and engaged with their financial activities.

Example: Use an in-app pop-up to notify customers about a pending bill payment that is due in two days, reminding them to make the payment to avoid late fees.

Want to use this template to improve conversions inside your Fintech mobile app? Talk to us now!

2. Promotions and Offers

Utilize in-app pop-ups to promote special offers, discounts, or referral programs to your customers.

Create visually appealing pop-ups that highlight limited-time promotions, exclusive deals, or cashback offers.

By enticing customers with compelling pop-ups and clear CTAs, you can encourage them to take advantage of these benefits and increase conversions.

Example: Show an in-app pop-up promoting a limited-time offer of 0% annual percentage rate (APR) for balance transfers, encouraging customers to consolidate their credit card debt.

3. Onboarding and Tutorials

Smooth onboarding is essential for customer satisfaction and retention.

Leverage in-app pop-ups to guide new customers through your app’s features and functionalities.

Provide step-by-step instructions, interactive tutorials, or tooltips within pop-ups to help customers navigate your app seamlessly. By ensuring a user-friendly onboarding experience, you can reduce confusion and boost customer engagement.

Example: Upon sign-up, provide an in-app pop-up with a quick tutorial on how to link a bank account, guiding new customers through the process step-by-step.

Want to reduce drop offs during your customer onboarding stage using this template? Talk to us now!

4. Personalized Recommendations

Deliver tailored recommendations to your customers through in-app pop-ups based on their preferences and financial behavior.

Create pop-ups that suggest investment opportunities, savings strategies, or financial products aligned with customer goals, risk profiles, or spending patterns.

By personalizing recommendations within pop-ups, you can enhance customer engagement and drive conversions.

Example: Present an in-app pop-up recommending a high-yield savings account to a customer who consistently saves a significant portion of their income.

5. Surveys and Feedback

Gathering customer feedback is vital for improving your services. In-app pop-ups provide an effective way to collect feedback and conduct surveys.

Design pop-ups that invite customers to participate in surveys or share feedback on specific features or recent experiences.

By capturing valuable insights through in-app pop-ups, you can make data-driven decisions to enhance your offerings.

Example: After customers complete a transaction, offer an in-app pop-up asking them to rate their experience on a scale of 1 to 5 stars and provide feedback on what could be improved.

6. Security and Fraud Alerts

Maintaining the security of customer accounts is paramount in the Fintech industry.

Leverage in-app pop-ups to notify customers about potential security threats, suspicious activities, or unrecognized login attempts.

Deliver timely alerts, offer guidance on securing accounts, and reassure customers that their financial information is safeguarded.

By using pop-ups for security notifications, you instill trust and confidence in your customers.

Example: Notify customers of a potential security breach through an in-app pop-up, prompting them to review recent account activity and report any suspicious transactions.

Want to setup security and fraud alerts using this template? Talk to us now!

7. Educational Content and News Updates

In-app pop-ups serve as a valuable channel for delivering educational content and keeping customers informed about financial news and market updates.

Share informative articles, tips, or insights through pop-ups on topics such as budgeting, investing, or financial planning.

By providing customers with relevant and up-to-date information, you position yourself as a trusted source of financial knowledge.

Example: Share a pop-up with customers, providing them with a quick summary and a link to an article about something in the financial industry.


In-app pop-ups offer you a versatile and effective means of engaging customers and driving conversions within your Fintech mobile app.

By leveraging pop-ups for account notifications, promotions, onboarding, personalized recommendations, surveys, security alerts, and educational content, you can enhance customer experiences, promote desired actions, and build lasting relationships.

Embrace the potential of in-app pop-ups across these use cases to unlock the full power of your Fintech mobile app and achieve remarkable success in the competitive Fintech landscape.

Looking to improve conversion rates inside your Fintech mobile app? Request a personalized demo of MoEngage now!