Let’s be honest, most fintech case studies are boring. 

They’re too focused on the product and too afraid to say anything real. A few quotes, a generic mention of increased efficiency, and a one-line CTA slapped at the end all spell a deck no one is going to read, which means no one is going to hit buy either. 

Which is a shame, because case studies are one of the most powerful pieces of sales content you can produce. When done right, they can build credibility and give your buyer a clear picture of what working with you actually looks like. When done badly, they’re just more filler on your website.

If you want your fintech case studies to actually land (on sales calls, in RFPs, or in a founder’s LinkedIn inbox) here are the seven things they have to include.

7 things your fintech case study must include 

Here are 7 things your fintech case study must include.  

A relatable client 

If you can, name the client. If you can’t, at least give context. What market are they in, what is their role, and at which stage were they at when they came to you? Your reader should be able to recognise themselves in the story within the first few lines.

The problem 

Your product isn’t the main character, the client is, and their pain point is the real story. What was broken? What was costing the business money, time, or reputation? Set the stakes clearly and show why the client needed a solution.

Metrics

“Increased efficiency” means nothing. 

“Reduced reconciliation time by 36%” means everything. 

Include actual numbers, timelines, and outcomes. If you can, add a before-and-after comparison so the reader can see the transformation clearly.

A quote that sounds real 

Pull one sharp quote that actually sounds like something a person would say in a meeting, not in a press release—something with a little edge. Bonus points if it says more about the experience of working with you than the product itself.

Your way of thinking 

What strategy did you bring to the table? What did you advise that buyer hadn’t considered? Fintech buyers are looking for brains, not just features. Show that your team can think beyond the tool and help clients make revenue-boosting moves.

The challenges 

No real story is 100% smooth and buyers know that. Don’t pretend it was all perfect. If there were delays, roadblocks, or unexpected complexity, name them and show how you handled them. That’s where trust is built.

End the story at today 

Where is the client now? Are they expanding the partnership? Scaling further? Planning the next phase? End your case study with momentum. Make it clear this wasn’t a one-off success, it was the beginning of a longer story.

Need case studies that do more than tick a box? 

Most fintechs treat case studies like a box ticking exercise. But the successful ones know that case studies are some of the most powerful sales tools in your content stack. The right case study doesn’t just sit on your site, it gets shared in WhatsApp, screenshotted in Slack, and used by your sales team to close deals faster.

If you’re tired of case studies that say nothing and feel like a chore to write, let’s fix that.

At Fintech Content, we specialise in turning real customer wins into strategic stories that prove your value and drive revenue. Whether you’ve got raw materials that need shaping or you want us to run the full case study process end-to-end, we’ll help you create content that actually works.

Book a call to start turning your client’s results into your best marketing asset.