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.

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

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 7.5B+ annual ecommerce transactions.

High-yield monetization

Monetize high-intent issuer journeys with premium, brand-safe demand withfull 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.

Afterpay is committed to delivering the most meaningful and relevant shopping experience for its customers, and we are thrilled to build on this mission by leveraging Rokt's ecommerce technology. This partnership allows us to further enhance our in-app offering and give shoppers more choice at checkout.

Saket Mehta

Global Head of Advertising Partnerships and Strategy at Afterpay

Close-up of a person’s 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

Rokt mParticle enabled Venmo to increase engineering efficiency by reducing the time and effort spent on mobile data collection for the marketing team.

Read customer story

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 customers—consumers and advertisers.

Mark Grether

Senior Vice President of PayPal Ads

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

By partnering with Rokt mParticle, SoFi has been able to improve data quality across their martech stack and deliver more relevant email experiences to their members.

Read customer story

Real-time relevance for every customer

01

Credit cards and BNPL

Connect with qualified customers across premium ecommerce sites like Ticketmaster, Macy’s, 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

02

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.

03

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-purchase—unlocking new revenue while preserving customer experience and brand control.

04

Unlock the RMN opportunity with Rokt mParticle

blending governed data activation with premium third-party demand, firms can unlock a 20–50% performance lift and scale incremental media revenue far beyond their own digital properties.

Trust, transparency, and results: Our commitment to every partner

Aligned objectives

Our commercial model is aligned with our partners’ success.

Transparency and trust

Transparent and consistent commercial terms for all clients including flexible contracts.

Control and ownership

Clients own and control their data, with bank-grade governance and privacy first standards.

Track record

Trusted by the world’s leading companies with 110%+ net retention.

FAQs

How quickly can we 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?

Rokt engages customers during the Transaction Moment—when 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?

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 Rokt’s 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.

Rokt products

Unlock the Transaction Moment

Bring over 1.2 million third-party products from 4,600+ premium brands directly into the Transaction Moment.

Recommend relevant upsells in-cart for up to 25% more revenue from every customer.

Transform payment processing from a cost center into a profit engine.

Recommend relevant upsells post-purchase for up to 30% more revenue from every customer.

Monetize the post-purchase moment and turn thank you into joy and profit.

Acquire customers while they shop and only pay for outcomes.

Resolve identities. Activate data. Drive results.