4 TikTok Marketing Strategies for Finance and Investment Companies

February 17, 2025

TikTok marketing is transforming how finance companies connect with customers, offering creative ways to educate, engage, and inspire action. If you’re looking to reach a younger, digitally savvy audience while building trust and boosting conversions, TikTok offers a powerful platform to achieve your goals. At Defiance Analytics, our team has long embraced data-driven digital marketing strategies to help financial brands grow through innovative, targeted campaigns.

Understanding the FinTok Phenomenon

TikTok isn’t just a space for dance challenges and viral memes—it’s rapidly evolving into a hub for financial education and advice. The surge of content under the #FinTok hashtag has been remarkable, with a reported 275% increase in FinTok video views over the past year, according to insights from TikTok For Business. With 4 in 5 users agreeing that TikTok enables banking brands to forge stronger connections and 72% expressing a desire to see content from the banks they use, finance companies have a tremendous opportunity to build authentic relationships. 

These statistics underscore that TikTok is not merely an entertainment platform—it has become a vital tool for social media advertising, content marketing, and user-generated content strategies in the financial sector.

1. Crafting Engaging Financial Content

At the heart of successful TikTok marketing is content that educates while it entertains. The platform’s users, especially younger audiences, are eager to learn about personal finance in a simple and relatable way. Research indicates that more than one in three UK users rely on TikTok for financial advice, and a significant majority—81%—wish they knew more about personal finance. This presents a golden opportunity for finance companies to create bite-sized, engaging videos that break down complicated financial topics into easy-to-understand tips.

Finance brands should consider leveraging influencer marketing and user-generated content to add authenticity to their message. For example, incorporating trends like the “new year, new bank” mindset—when searches for budgeting and saving spike in January—can make your content timely and highly relevant. By responding to user comments and engaging directly with your audience, you not only educate but also build lasting relationships.

2. Leveraging Influencer Partnerships and Authenticity

Authenticity is key on TikTok, and one of the best ways to achieve it is by working with influencers who already have the trust of your target audience. Financial content creators—or “finfluencers”—are shaping conversations about money management, investing, and saving. According to CNBC’s insights on finfluencers, the hashtag #FinTok has amassed more than 4.7 billion views, and Gen Z is nearly five times more likely than older generations to seek financial advice from social media.

While influencer collaborations can significantly enhance credibility, it is important to ensure that any advice shared is both accurate and unbiased. Studies reveal that only 20% of financial influencer content with investment recommendations includes proper disclosures. This gap represents a unique opportunity for financial brands to step in, providing reliable, fact-based advice that debunks myths and addresses consumers’ real concerns. 

Embracing a transparent approach and partnering with trusted creators can help finance companies build a strong, compliant influencer marketing strategy—an area where our expertise shines, as detailed on our Influencer Marketing solution page.

3. Employing Data-Driven Campaigns for Maximum Impact

Successful TikTok marketing campaigns in finance require more than creativity—they demand a data-driven approach. With advanced tools like TikTok’s Pixel and Events API, brands can track user interactions in real time, optimizing campaigns based on precise performance data. This level of detail allows you to tailor your social media advertising efforts, ensuring your content reaches users who are most likely to engage and convert.

For instance, campaigns that blend organic, always-on content with strategic paid peaks have shown significant improvements in conversion rates. The combination of creative, engaging content with precise targeting can lead to not only higher brand visibility but also increased customer acquisition. Integrating these tactics with a robust measurement framework—similar to our approach in Paid Media Campaigns—ensures that every marketing dollar is invested wisely.

4. Staying Consistent with an Always-On Strategy

Maintaining a constant presence on TikTok is crucial to staying top of mind with potential customers. The platform’s dynamic nature means that trends can change rapidly, so adopting an always-on strategy helps you remain agile and responsive. Finance companies that post regularly—mixing timely content with evergreen advice—can create a flywheel of engagement that keeps audiences coming back for more.

Regular interaction with users through comments and creative challenges not only reinforces brand trust but also encourages user-generated content. This authentic engagement is vital in an industry where trust is paramount. By continually analyzing trends and audience feedback, you can refine your content marketing approach, ensuring that it remains relevant, engaging, and effective.

Driving Financial Growth with TikTok Marketing

Ultimately, TikTok offers finance companies an unprecedented opportunity to connect with a new generation of consumers through innovative marketing strategies. By focusing on engaging educational content, leveraging authentic influencer partnerships, and employing data-driven advertising, financial brands can build lasting relationships and drive significant growth

We invite you to explore how our expertise can help you harness the full potential of TikTok marketing. Connect with us to book a demo or consultation, and let us help you transform your digital strategy for greater financial success.

Whether you’re looking to refine your content marketing or amplify your social media advertising efforts, expert support is key. Let’s work together to turn your online presence into a dynamic engine of growth.

Frequently Asked Questions (FAQ):

Why use TikTok for finance marketing?

It reaches younger audiences with authentic, engaging content.

What type of content works best?

Educational and entertaining financial tips resonate well.

How do influencers help?

They build credibility and extend brand reach effectively.

What role does data play?

Data-driven insights optimize targeting and improve performance.

How do I start on TikTok?

Develop a content strategy and partner with trusted influencers.

Key Takeaways

TikTok connects finance brands with younger, engaged audiences.

Creative, educational content builds trust and drives growth.

Influencer partnerships and data-driven ads enhance campaign success.