At a glance: Measure the quality of your users throughout their user journey by recording these suggested in-app events for your finance and banking app.
Finance and banking
Finance and banking apps provide users with the ability to perform a wide range of financial-related objectives, such as signing up for new credit cards or applying for loans. The typical events that we suggest recording include account openings, credit card applications, and loan applications.
Recording these events can help you determine:
- What type of account users want the most, and provide you with ideas for retargeting
- What benefits users look for in a credit card
- What users need financial assistance for, and how much assistance they want
Important!
- Make sure to read the instructions for marketers about implementing in-app events.
- To streamline the implementation process, use our In-app event generator. This tool includes all of the typical in-app events described in this article and lets you modify the events according to your business needs. Once complete, share the file with your developer.
- For each recommended event included in this article, there are code samples for iOS, Android, and Unity developers.
- Detailed instructions for your developer can be found in the AppsFlyer developer hub.
For more information about recording in-app events, see the In-app events guide.
Recommended structures for predefined events
The following section provides a list of event structures that are typical to the finance and banking vertical. Each structure includes a predefined event name and the suggested event parameters to use. Note that in-app events can include any event parameters that meet your business needs.
Login (af_login)
Purpose
Understand the retention of your registered users
Trigger
When the user successfully logs in
Event parameters
Can be sent without any additional parameters
Complete registration (af_complete_registration)
Purpose
Learn how many users installed the app and completed the signup process, and what signup methods your users prefer
Trigger
When the user completes the signup process
Event parameters
| Name | Description | Example value |
|---|---|---|
| af_registration_method | Type of signup method | Email, Facebook |
Recommended structures for custom events
The following section provides a list of event structures that include custom event names and the suggested event parameters to use. Note that in-app events can include any event parameters that meet your business needs.
Registration verified (registration_verified)
Purpose
Record this event and compare it with other data to learn more about your users. For example, you can learn how many users sign up but aren't accepted.
Trigger
When the registration is verified
Event parameters
| Name | Description | Example value |
|---|---|---|
| submit_registration | Type of signup method verified. Do not enter personal identifiable information (PII). | Email, Facebook |
Submit account application (submit_account_application)
Purpose
Record this event and compare it with other data to learn more about your users. For example, you can learn how many users sign up but do not apply to open an account.
Trigger
When the user completes the account application process
Event parameters
| Name | Description | Example value |
|---|---|---|
| account_type | Type of account applied for | savings |
| application_method | Where the application was made | app |
| PII_type | Type of ID used during application | passport |
Open account success (open_account_success)
Purpose
Record this event and compare it with other data to learn more about your users. For example, you can learn how many users apply for accounts and are accepted; and then try to improve the funnel or retarget those users later.
Trigger
When the user application is accepted and the account is opened
Event parameters
| Name | Description | Example value |
|---|---|---|
| account_type | Type of account opened | savings |
| application_method | Where the application was made | app |
| PII_type | Type of ID used during application | identification card |
Open account rejected (open_account_rejected)
Purpose
Record this event and compare it with other data to learn more about your users. For example, you can learn how many users apply for accounts but aren't accepted; and then try to improve the funnel or retarget those users later.
Trigger
When the user completes the signup process
Event parameters
| Name | Description | Example value |
|---|---|---|
| account_type | Type of account applied for | savings |
Credit card application (submit_credit_card_app)
Purpose
Record this event and compare it with other data to learn more about your users. For example, you can learn how many users apply for credit cards but are not accepted; and then use this information to improve your funnel or retarget them later.
Trigger
When the user submits an application for a new credit card
Event parameters
| Name | Description | Example value |
|---|---|---|
| credit_card_type | Type of credit card applied for | gold card |
| application_method | Where the application was made | app |
| PII_type | Type of ID used during application | passport |
Credit card application success (credit_card_application_success)
Purpose
Record this event and compare it with other data to learn more about your users. For example, you can learn how many users apply for credit cards and are accepted; and then use this information to improve your funnel or retarget the accepted users for other credit cards.
Trigger
When the user's credit card application is accepted
Event parameters
| Name | Description | Example value |
|---|---|---|
| credit_card_type | Type of credit card applied for | gold card |
| application_method | Where the application was made. | app |
| PII_type | Type of ID used during application | identification card |
Credit card application rejected (credit_card_application_rejected)
Purpose
Record this event and compare it with other data to learn more about your users. For example, you can learn how many users apply for credit cards but are not accepted; and then use this information to improve your funnel or retarget the users for other credit cards.
Trigger
When the user's credit card application is rejected
Event parameters
| Name | Description | Example value |
|---|---|---|
| credit_card_type | Type of credit card applied for | gold card |
Credit card activation (credit_card_activation)
Purpose
Record this event and compare it with other data to learn more about your users. For example, you can learn how many users get a credit card but do not activate it; and then use this information to improve your funnel or retarget the users.
Trigger
When a user activates their new credit card
Event parameters
| Name | Description | Example value |
|---|---|---|
| credit_card_type | Type of credit card applied for | gold card |
| application_method | Where the application was made | app |
| PII_type | Type of ID used during application | identification card |
Submit loan application (submit_loan_application)
Purpose
This event can help you:
- Determine the overall number of loan applications in your app
- Learn about the maximum, minimum, and average amount in loan applications
- Determine the type of loans people apply for
Trigger
When the user successfully submits a loan application
Event parameters
| Name | Description | Example value |
|---|---|---|
| loan_id | ID of the loan | 1735102 |
| loan_type | Purpose of the loan | housing |
| loan_amount | Amount requested | 1000 |
| loan_period | Loan period | 3 months |
Loan accepted (loan_accepted)
Purpose
Learn about trends in loans and other metrics. This event can help you determine:
- What type of loans are accepted
- The amount requested in loans that are approved
- Which lenders accept the most loans
Trigger
When a loan is accepted
Event parameters
| Name | Description | Example value |
|---|---|---|
| loan_id | ID of the loan | 1735102 |
| loan_type | Purpose of the loan | housing |
| loan_amount | Amount requested | 1000 |
| loan_period | Loan period | 3 months |
Loan rejected (loan_rejected)
Purpose
Understand the reasons why loans get rejected. You can see the correlation between the amount and loan period and rejection rates. You can also retarget users whose loan gets rejected and suggest they take a smaller loan.
Trigger
When a lender rejects a loan
Event parameters| Name | Description | Example value |
|---|---|---|
| loan_id | ID of the loan | 1735102 |