financial services

Acquire High-Value Customers at the Payment Moment

Target, engage, and convert customers with AI-driven relevance and bank-grade data governance in high-intent ecommerce transactions.

Talk to an expert

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[A hand holds a smartphone displaying a mobile checkout screen for a home dcor purchase, showing payment options, credit card details, and a promotional credit. The dark background and focused framing emphasize secure online shopping and digital payments.]

financial services

The Customer Acquisition Channel Built for Financial Services

Target, engage, and convert customers with AI-driven relevance and bank-grade data governance in high-intent ecommerce transactions.

Talk to an expert

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Drive incremental card usage

Embed tailored value propositions directly into checkout, influencing payment choice at the moment of decision.

Undivided attention

Reach customers on payment pages and confirmation screens, leveraging AI powered learnings from 13B+ annual ecommerce transactions.

High-yield monetization

Monetize high-intent issuer journeys with premium, brand-safe demand with full control over UX, advertiser categories, and customer protections.

Higher conversion rates

Engage users when intent is highest, with 4.55% average positive engagement rates and 100% verified traffic.

[Mobile checkout payment screen for SneakerHub shown on a smartphone. The page headline reads Payment and promotes FlexPay with the message Shop now, pay later, explaining flexible payments with no late fees. Below, payment options are listed with radio buttons: Credit/debit (selected), FlexPay or Pay Later, Google Pay, and Klarna. The SneakerHub logo appears at the top, along with account and cart icons, on a clean white interface against a black background.]

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[A young woman sits indoors, focused on her smartphone while holding a credit card, suggesting an online purchase or mobile banking. Soft natural light and a casual home setting emphasize everyday digital payments and financial management.]

30%

increase in data consistency

SoFi powers personalized email campaigns with high-quality customer data using Rokt mParticle

Read customer story

[A young man with medium-length dark hair and a faint mustache stands outside beneath a cloudless blue sky. He wears a dark blue collared shirt and holds a smartphone in both hands, looking down at the screen with a calm, slight smile. The phone has a mint-green case with a black graphic design on the back. The image is shot from a low angle, making the sky fill the background and giving the scene a bright, open, daytime feel.]

32%

year-over-year revenue growth

Afterpay drives incremental revenue while protecting customer trust with Rokt

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[Close-up of a persons hands holding and typing on a smartphone, with the screen angled slightly upward. The blurred indoor background and focused gesture suggest texting, mobile browsing, or managing tasks on a digital device.]

30%

increase in engagement

Venmo simplified mobile data collection with Rokt mParticle

Read customer story

[A person in a rust-colored sweater holds a smartphone showing the PayPal logo on a blue screen, suggesting a digital payment or finance app. The phone is held above a light wooden table set with a green mug of black coffee, a croissant on a white plate, and a closed sage-green notebook, creating a casual morning workspace scene.]

Advertisers are looking for the next signal, and it's clear that the strongest signals are now real transactions tied to identity. By offering post-purchase engagements, we can surprise and delight consumers to buy when they're already in the shopping mindset, providing added value for all of our customersconsumers and advertisers.

Mark Grether

Senior Vice President of PayPal Ads

Real-time relevance for every customer

Credit cards and BNPL

Connect with qualified customers across premium ecommerce sites like Ticketmaster, Macys, and Best Buy. Surface credit cards, BNPL, and digital payment options at checkout, targeting by spending patterns and payment preferences. A leading provider drove a 48% lift in share of wallet among new users

Retail banking

Promote checking and savings accounts with cash bonuses and incentives. One bank saw an 800% increase in investment with Rokt's targeted approach.

Post purchase monetization

Turn your confirmation page into a profit center with Rokt Thanks. Financial institutions drive incremental profit by featuring relevant third-party offers post-purchaseunlocking new revenue while preserving customer experience and brand control.

Unlock the RMN opportunity with Rokt mParticle

blending governed data activation with premium third-party demand, firms can unlock a 2050% performance lift and scale incremental media revenue far beyond their own digital properties.

OUR COMMITMENT TO EVERY PARTNER

Trust, transparency, and results

110%+

Net retention

Trusted by the world's leading companies. Results that compound year over year.

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Aligned objectives

Our commercial model is aligned with our partners' success. We don't win unless you do.

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Transparency

Consistent terms for all clients, including flexible contracts.

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Data ownership

Clients own their data. Rokt meets all major privacy standards.

FAQs

How quickly can finance partners implement Rokt?

Rokt can be implemented in as little as 14 days. Our technical team works closely with your development resources to ensure a smooth integration. We handle most of the heavy lifting, requiring minimal resources from your team. For Finance partners using standard ecommerce platforms or mobile apps, we have pre-built connectors that can further accelerate deployment.

Does Rokt integrate with our existing systems?

Yes, Rokt seamlessly integrates with your existing tech stack. We have established connectors for major CDPs like LiveRamp, MMPs like Branch, and various CRM systems. For mobile apps, we integrate with your development framework and can work with tools like mParticle for data orchestration. Our system is designed to complement your existing infrastructure without requiring significant changes to your customer journey.

What makes Rokt different from traditional digital advertising platforms for financial service providers?

Rokt engages customers during the Transaction Momentwhen they are ready and excited to make a purchase.The Rokt Brain uses AI to combat choice paralysis by showing only the most relevant action to each customer. Unlike traditional advertising, we connect with customers when they're most receptive, leading to higher conversion rates. Through the Rokt Network, financial service providers access billions of ecommerce transactions in a secure environment that protects customer data while driving real business outcomes.

How does Rokt ensure brand safety and compliance for financial services companies?

Rokt provides a closed ecosystem with direct merchant integrations, ensuring 100% verified traffic without reliance on third-party cookies. Our platform offers complete control over audience parameters and targeting attributes, making it compliant with financial services regulations while protecting your brand reputation.

How does Rokts architecture ensure bank-grade governance for data activation?

For institutions operating under intense regulatory scrutiny, Rokt mParticle provides a hybrid, zero-copy CDP architecture. This foundation eliminates data-sharing risks by activating real-time audience data directly from your secure warehouse, ensuring total auditability and compliance excellence while rigorously protecting sensitive information.

What are the benefits of partnering with Rokt for financial institutions and fintech providers?

Partnering with Rokt helps financial institutions and fintech providers maximize customer lifetime value (LTV) and unlock incremental revenue by presenting relevant offers, product recommendations, and payment-related experiences during high-intent moments like account opening, application, approval, payment, and checkout. Rokts AI uses permissioned first-party data and transaction context to customize each experience, helping drive wallet share, engagement, and acquisition outcomes with privacy, security, and compliance controls designed for regulated environments.