Leaderboard · B2B software

Fintech & payments

Marketing plays for fintech & payments, ranked by votes.

Close-up of payment terminal with credit card on grey clothing, ideal for retail concepts.

Photo: Ivan S

Submit a play for Fintech & payments

1

Send a dunning email sequence before subscription cancellation

Set up a four-email sequence triggered the moment a subscription payment fails: an immediate notice, a reminder at day 3 with a direct link to update the card, a warning at day 7 naming the exact cancellation date, and a final notice at day 10. Include the specific decline reason from your payment processor when available.

by Marky team
2

Publish your interchange and processing fee breakdown on one page

Build a pricing page section that itemizes exactly what merchants pay: the interchange rate, your markup, and any fixed per-transaction fee, shown as a worked example on a typical transaction size for your customer base. Update it whenever your rates change and link it from every sales proposal.

by Marky team
3

Partner with an accounting software provider on a joint integration

Identify the accounting or bookkeeping software your merchants use most for reconciliation. Build a direct integration if one does not exist, then co-write a joint announcement with that partner's marketing team, publish it on both blogs the same day, and email both customer lists.

by Marky team
4

Host a quarterly webinar on an upcoming compliance deadline

Track upcoming regulatory changes relevant to your customer base, such as a new disclosure requirement or a card network rule change. Host a 30 minute webinar 60 days before the deadline explaining exactly what changes, who it affects, and the specific steps merchants need to take, with a compliance officer or outside counsel as co-presenter.

by Marky team
5

Write a plain language explainer of one payment decline code

Pick the decline or error code that generates the most support tickets, such as a specific card network response code. Write a short explainer covering what it means, why it happens, and what the merchant should do about it, and link that page directly from the in-app error message.

by Marky team
6

Ask merchants for a public review after their first payout

Trigger an email 48 hours after a new merchant account completes its first successful payout, thanking them and asking for a short review on a public software review site describing the setup experience. Keep the ask separate from any support or billing communication so it does not get lost.

by Marky team
7

Build a five step onboarding checklist ending at first transaction

Map your merchant onboarding into five concrete steps ending in one milestone: a completed test transaction. Show progress against those five steps inside the dashboard, send an email nudge for any step untouched after 48 hours, and route a support contact to any account stuck for more than five days.

by Marky team
8

Start a private community for finance leads on reconciliation

Create an invite-only community for finance and operations leads at customer companies to discuss reconciliation, chargebacks, and reporting workflows. Seed it monthly with a discussion prompt drawn from a recurring support theme, moderated by your customer success team rather than sales.

by Marky team
9

Give sales a chargeback rate comparison sheet by industry

Compile average chargeback rates and dispute resolution timelines by the top five industry verticals you serve, sourced from your own aggregated processing data. Turn it into a one-page reference for sales to use when a prospect asks how their industry compares, refreshed quarterly.

by Marky team
10

Offer waived setup fees for merchants who switch this quarter

Set a limited time offer waiving your standard account setup and integration fee for merchants switching from another payment processor, valid only for signups completed within the current quarter. State the offer end date in every outbound email and on the pricing page banner.

by Marky team