Gamification for financial services

Optimize your customer relationships.

Every touchpoint counts. Playable enhances your customer relationships at all stages by driving deeper engagement, increasing account growth, and fostering lasting loyalty.

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Invest in marketing success

Whether it’s overcoming consumer trust in a saturated market, or building engaging digital customer relationships as a retail bank or consumer insurance brand; Playable’s gamification platform turns challenges into opportunities, to boost performance across the full customer journey.

Engage your audience

Succeeding in financial services marketing means meeting digital-first customers where they are and delivering seamless, personalized experiences.

  • Meet your audience where they are: Use marketing gamification to capture your audience’s attention and collect marketing permissions on social media, financial news websites, or through QR codes in branch locations.
  • Educate your audience: Use gamified experiences to teach best practices in financial management, encouraging brand thrust, as well as deposit and checking growth.
  • Engage young audiences: Create interactive and fun financial education content to attract and engage younger customers, fostering early brand loyalty.
Financial services gamification attract example

Drive customer acquisition

In the competitive financial services market, acquiring new customers and encouraging account growth is crucial for success.

  • Boost account growth: Use gamified campaigns to encourage new account sign-ups with incentives such as discounts on account fees or bonus interest rates
  • Combat market competition: Use marketing gamification to make your brand more approachable and trustworthy, helping you differentiate from competitors.
  • Data-driven campaigns: Create engaging gamified marketing campaigns based on customer data to drive targeted acquisition strategies and optimize marketing spend.
Drive sales in financial services with Playable

Deliver personalized experiences

Financial customers expect personalized and seamless experiences that cater to their unique needs and financial goals.

  • Collect relevant data: Use gamification to gather data about your customers’ preferences, financial behaviors, and personal information such as financial goals.
  • Meet expectations: Stand out by offering exceptional customer service through data collection, enabling seamless support across all channels—from online chat to personal advisors—ensuring a consistent and personalized experience for every customer.
  • Unlock marketing automation: Integrate Playable with your preferred software for deeper insights and better efficiency, ensuring each customer feels uniquely catered to.
Financial services marketing example

Deepen relationships & build loyalty

Building trust and deepening relationships with customers is crucial for long-term success in financial services.

  • In-app engagement: Utilize gamification marketing to gain new app users and engage them directly within your app, rewarding their interaction and loyalty.
  • Build trust: Use QR codes and gamification to nudge customers to leave reviews and testimonials, enhancing your brand reputation and building trust.
  • Reward loyal customers: Use gamification to reward your most loyal customers with exclusive perks and incentives, encouraging long-term engagement.
Financial services loyalty example in marketing

Financial services success stories with Playable

Danske Bank Customer Story with Playable
Keep Existing Customers

Danske Bank

How Danske Bank got an all-time high CTR of 38.5% by using a quiz.
Jyske Bank Customer Story with Playable
Keep Existing Customers

Jyske Bank

They wanted to find a creative solution for families to have a positive experience when visiting a bank branch.
Din Sundhedsfaglige Customer Story with Playable
Grow Customer Value

Din Sundhedsfaglige A-kasse

Insurance fund Din Sundhedsfaglige A-kasse used game mechanics to increase member engagement on their Christmas Calendar 6.5x.
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Frequently asked questions

  • Gamification is not just about fun and games; it is also a powerful tool for collecting marketing permissions, educating your audience, and positioning yourself as a trustworthy, expert brand.
  • At Playable, we work with many banks, insurance companies, and other financial services. We’ve seen successful data-gathering and educational campaigns, such as the “Are you ready to buy a house?” personality test, which educates potential buyers while collecting valuable data about their financial situations.
  • We have also seen engaging campaigns aimed at delivering better experiences for customers such as games for children visiting local branches, which boost customer satisfaction for their parents while they handle financial matters.

Today, most consumers prefer to educate themselves before speaking with an advisor. Gamification can facilitate this by providing the right journey:

  • Educating your audience through knowledge games such as quizzes, personality tests, and guess the word games can ensure both current clients and prospects are aware of your offerings and what they entail.
  • At the end of these experiences, you can include a call to action (CTA) encouraging participants to book an appointment with an advisor to discuss different offerings and determine which would best fit their specific situation.

Yes! Your sales team will benefit in two significant ways:

  • They will receive new and more engaged inbound leads at scale that they can reach out to.
  • These leads will be enriched with valuable insights, providing the knowledge needed to target them precisely and with clear objectives.
  • Data is collected via form entries, game metrics (e.g., personality test answers), and analytics tracking.
  • Data transfer can be exported manually or through integrations, and analytics data can utilize event tags/GTM.
  • All games are by default mobile-responsive responsive upon publishing.It is also possible to build mobile-only games.
  • Using the Playable platform, game can also have a specific layout based on the access device category (desktop, mobile, tablet)
  • Playable offers a fully integrated and advanced prize management system and winner management solution.
  • You will have full flexibility, control, and security when setting up and awarding prizes.
  • The Playable platform includes a real-time dashboard and analytics to enable you to monitor campaign visits, registrations, engagement insights, conversion rates, drop-offs by flow step or page, and more.
  • With over 40 native integrations, you can send your data to your CRM system, integrate it into your email platform, and even connect it to your preferred analytics tool.
  • For online promotion, you can use any owned channels that can display our games as an iFrame or a webview.
  • For offline promotion, you can use our integrated QR generator both for on-screen display or high-quality printing.
  • Playable is ISO 27001:2022 certified.
  • Data protection policies are in place, and we have procedures to ensure compliance with these policies.
  • We are also audited by external auditors annually for GDPR compliance.

By working with us, you will receive:

  • A dedicated Onboarding Specialist to help you get a valuable start to your gamification journey.
  • A Customer Success Manager as your direct point of contact at Playable, providing dedicated support, data-driven brainstorming, and business performance reviews
  • Online chat support based in our headquarters in Aarhus, ready to answer any technical questions you might have with a response rate of 17 seconds.

What other financial services marketers say about Playable

Din Sundhedsfaglige A-kasse X Playable

“We were pleasantly surprised that our members reacted so positively to playable elements like our Christmas Calendar. It proved that game mechanics can be implemented in a serious way – one which is connected to our core values, member benefits, and strategic areas.”

Mie Bertelsen, Communication Consultant at Din Sundhedsfaglige A-kasse

Danske Bank x Playable

“Let’s be honest, banking is rarely seen as sexy. When you talk about digital marketing, the conversion rate typically rests around 2-3% for really good ads, but we ended up seeing a conversion rate of 38.5%.”

Peder Thomsen, Marketing Consultant at Danske Bank

Jyske Bank x Playable

“We use the Playable platform for a variety of our marketing and internal initiatives. In addition to gamification campaigns for customers, we also use the platform to create games for kids to play while their parents are meeting with their bank representative.”

Jens Bregendorf, Digital Marketing & SEO, Jyske Bank