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Transparent Growth Measurement (NPS)

Investment App User Retention Blueprint: SoFi’s Strategies for Continuous Engagement

Acquiring users is just the beginning—retaining them is the real challenge. Learn how AI, gamification, and financial education drive long-term engagement in investment apps.

A free playbook with proven strategies to increase user retention and engagement for investment apps using SoFi’s market-leading framework.

Introduction

User acquisition means nothing if engagement is short-lived. In fintech, 80% of users drop off before making a financial transaction, and retention rates for investment apps often plummet within the first 30 days.

This playbook explores how SoFi built a high-retention investment platform and provides actionable strategies to help investment apps boost engagement, increase session frequency, and improve customer lifetime value (LTV).

What’s inside?

A breakdown of key insights covered in this playbook:

  • 1.The Real Growth Challenge: Keeping Users Engaged, Not Just Acquiring Them

    Why long-term engagement is the key driver of profitability in fintech

    Retention benchmarks and why most investment apps struggle to keep users active

  • 2.Growth Strategies That Go Beyond Just Onboarding

    The three pillars of sustainable fintech growth—early engagement, habit formation, and value expansion

    How top-performing investment apps move beyond acquisition to long-term engagement

  • 3.AI: The Game Changer in Investment App Engagement

    How AI predicts user behavior to reduce churn and increase retention

    AI-powered personalization strategies that drive investment participation

    The role of automated engagement loops to sustain user interest

  • 4.What Works: Retention Tactics That Drive Continuous Engagement

    Gamification & Social Investing: Investment streaks, leaderboards, and social trading networks

    Financial Education as a Retention Engine: AI-driven market insights and in-app learning modules

    Loyalty & Rewards Programs: Tiered engagement rewards, cashback incentives, and referral-based retention

  • 5.How SoFi Built a High-Retention Investment Platform

    How SoFi’s AI-driven engagement model achieves 70%+ 30-day retention rates

    The impact of gamification, social trading, and AI-powered financial coaching on long-term engagement

  • 6.The Must-Have Strategies to Implement Now

    AI for hyper-personalized engagement: Predictive analytics, real-time notifications, and tailored investment suggestions

    Community-driven investing & gamification: Social investing groups, challenges, and interactive investment goals

    Financial education & interactive learning tools: AI-powered modules, tutorials, and behavioral triggers that increase retention

  • 7.Key Takeaways & Actionable Insights

    A data-backed blueprint for investment apps to increase retention, engagement, and revenue

  • 8.About upGrowth

    How growth marketing strategies can help investment apps reduce churn and maximize user retention

What makes this Playbook Valuable?

  • 1.Designed for Investment App Growth

    Focused on sustained engagement strategies that work

  • 2.AI-Powered Retention Tactics

    Learn how to use predictive analytics to drive user stickiness

  • 3.Gamification & Social Investing Strategies

    Proven frameworks for interactive, community-driven investing

  • 4.Future-Proof Your App

    Stay ahead with emerging trends in fintech engagement and retention.

“Retention is not an afterthought—it’s the foundation of long-term fintech success. Build experiences that keep users engaged, and growth will follow.”

Ready to Execute Growth?

Let’s discuss how our strategic approach can help you achieve your growth targets.

Contact upGrowth Experts

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