CONTENTS

    US Fintech Content Calendar Examples (2025 Edition)

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    Tony Yan
    ·September 30, 2025
    ·7 min read
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    Missed tax-season momentum, last‑minute compliance scrambles, uneven channel cadence—US fintech marketers know the pain. This list gives you plug‑and‑play content calendar examples tuned for United States seasonality and the realities of FINRA/SEC/FTC/FCC compliance. Each example includes a practical channel rhythm, 2025 date anchors (so you hit the right moments), and guardrails to keep your team out of trouble.

    How we chose (quickly): We weighted US fintech fit (25%), compliance readiness (20%), evidence quality/recency (20%), cadence clarity (20%), and implementation ease (15%). We cite primary sources for must‑know rules and nationwide dates.

    1) B2C Neobank Growth Calendar

    Best for: Consumer fintech apps focused on deposits, debit, and everyday money management.

    • Channel cadence
      • TikTok/Instagram Reels: 2–3 short videos/week (budgeting tips, paycheck planning)
      • Blog/SEO: 2 posts/month (fee transparency, direct deposit FAQs)
      • Email: 2–4 sends/month (feature education, referral nudges)
      • In‑app: 1–2 tooltips/month tied to pay cycles
    • 2025 date hooks
      • IRS filing season (opens Jan 27, 2025); Tax Day Apr 15, 2025—build refund timelines and “what to do with your refund” series, anchored to the IRS’s Tax Time Guide (2025) and tax calendar for accuracy, as outlined by the agency in the IRS 2025 Tax Time Guide essentials.
      • Quarterly estimated tax reminders for side hustlers (Apr 15, Jun 16, Sep 15)
    • Compliance checkpoints

    Pro tip: Build a refund‑themed mini‑series (3–5 posts) that ladders from short‑form video to a blog explainer, finishing with an email that deep‑links to your budgeting features.

    2) Student Banking & Financial Aid Calendar

    Best for: Student‑focused banks, debit products, and credit‑building apps.

    • Channel cadence
      • TikTok/IG: 2 videos/week (FAFSA myths, scholarship hacks)
      • Blog: 1–2 posts/month (building credit in college, fee‑free ATM mapping)
      • Email: 2 sends/month (deadline reminders, campus activation)
    • 2025–26 FAFSA anchors
      • Federal FAFSA deadline for the 2025–26 year is June 30, 2026; plan recurring reminders from winter through spring with links to official instructions in the StudentAid.gov FAFSA 2025–26 form (U.S. Department of Education, 2024/2025).
      • Layer state priority date explainers by region (verify annually).
    • Compliance checkpoints
      • Email: CAN‑SPAM requirements (clear opt‑out, physical address, honest subject lines—FTC).
      • Social: Avoid implying guaranteed outcomes; keep claims fair and balanced where applicable.

    Pro tip: Run a rolling “FAFSA Friday” series from December through March with countdown tiles, short video Q&As, and a pinned how‑to thread.

    3) SMB Accounting/Payroll Fintech Calendar

    Best for: Fintechs serving small businesses with accounting, payroll, invoicing, or tax workflows.

    • Channel cadence
      • LinkedIn: 2–3 posts/week (payroll checklists, cash‑flow tips)
      • Blog: 2 posts/month (tax deductions, quarterly planning)
      • Webinar: 1/quarter (year‑end close, payroll compliance)
    • 2025 date hooks
      • Estimated tax dates: Apr 15, Jun 16, Sep 15; use reminder carousels.
      • Tax Day (Apr 15) hub page with tools roundup.
    • Compliance checkpoints
      • Email sequences promoting payroll/tax services must meet CAN‑SPAM standards.
      • If you publish performance claims (e.g., “save X% on taxes”), require substantiation and clear methodology.

    Pro tip: Align webinars 2–3 weeks before each estimated tax due date and repurpose the Q&A into a short LinkedIn series.

    4) Lending/BNPL Education Calendar

    Best for: Consumer lenders, BNPL providers, and credit education products.

    • Channel cadence
      • Blog: 2 posts/month (APR education, dispute rights)
      • Social: 2–3 posts/week (carousel explainers, repayment planning)
      • Email: 2 sends/month (responsible borrowing series)
    • Seasonality
      • Q4–Q1: Holiday credit education; Q1: tax‑refund repayment tips; summer: back‑to‑school financing basics.
    • Compliance checkpoints
      • SMS/remarketing: Ensure TCPA consent is specific and documented; DNC protections apply to texts under the FCC’s interpretation (see 2024 Federal Register link above). Note the Eleventh Circuit’s 2025 vacatur of the FCC’s “one‑to‑one” consent rule; teams should confirm the latest FCC docket and legal counsel analysis (e.g., MoFo’s 2025 summary) before scaling lead‑gen texting.

    Pro tip: Build a three‑part series that pairs a calculator tool with plain‑English examples, then closes with an email offering budgeting templates.

    5) Credit Card Rewards & Referral Calendar

    Best for: Issuers, co‑brands, and affiliate/referral programs.

    • Channel cadence
      • Email: Weekly during promo windows; 2/month baseline
      • Social: 2 posts/week (how‑to‑redeem, category bonuses)
      • Blog: 1–2 posts/month (travel points planning, cash‑back strategies)
    • Seasonality
      • Q1: Tax‑refund redemption ideas; summer: travel redemptions; Q4: holiday cash‑back stacking.
    • Compliance checkpoints
      • Email/landing pages: Avoid misleading “guaranteed savings.” Clearly disclose terms and annual fees; provide accurate headers and opt‑out per CAN‑SPAM (FTC).
      • SMS offers: Maintain verifiable consent trail (TCPA); honor DNC rules for texts.

    Pro tip: Create a “statement close day” content rhythm: reminders 3 days before close with examples of using bonus categories before the cycle resets.

    6) B2B Payments/API Thought Leadership Calendar

    Best for: Enterprise payments, banking‑as‑a‑service, and fintech infrastructure platforms.

    • Channel cadence
    • 2025 event pulses
      • FinovateSpring (May 7–9, 2025) and Money20/20 USA (Oct 26–29, 2025) content arcs—before (problem framing), during (live snippets), after (recaps and demos).
    • Compliance checkpoints
      • If registered entities or affiliates: Communications to retail audiences must be fair and balanced and, for certain categories, may require pre‑use principal approval under FINRA Rule 2210 (FINRA rulebook).
      • Thought leadership that touches performance outcomes should avoid promissory language; stick to verifiable evidence.

    Pro tip: Build a “conference sprint” board that schedules teaser POV posts 4 weeks pre‑event, daily highlights on‑site, and a gated recap webinar 10 days after.

    7) Developer‑First Cadence (APIs, SDKs, Changelogs)

    Best for: Fintechs with active developer ecosystems.

    • Channel cadence
      • Changelog: Weekly or biweekly (release notes, deprecations)
      • Docs/blog: 2 posts/month (quickstarts, migration guides)
      • GitHub/Dev.to: 1–2 posts/month (sample apps, snippets)
      • Webinar/office hours: Monthly
    • Seasonality
      • Align with quarterly releases and major industry events (Finovate, Money20/20) for roadmap previews.
    • Compliance checkpoints
      • Avoid implying client performance results from implementation (“you’ll increase approval rates by X%”) without substantiation and context.
      • Maintain records of public technical communications if your entity falls under SEC/FINRA books‑and‑records rules.

    Pro tip: Package each minor release with a 3‑asset set: changelog entry, how‑to snippet, and a 60‑second “what changed and why” video.

    8) RIA/Wealth‑Tech Marketing Calendar (Compliance‑Heavy)

    Best for: Registered investment advisers, robo‑advisors, and wealth‑tech platforms marketing to retail investors.

    • Channel cadence
      • LinkedIn: 1–2 posts/week (education, market process explainers)
      • Blog/newsletter: 2–3 posts/month (investing basics, tax‑loss harvesting education)
      • Webinar: Quarterly (planning check‑ins)
    • Compliance checkpoints
      • SEC Marketing Rule (Advisers Act Rule 206(4)‑1): Watch testimonials/endorsements disclosures and performance advertising do’s/don’ts as clarified in the SEC staff FAQs on the Marketing Rule (updated 2025).
      • Maintain required advertising and performance records (Rule 204‑2) and ensure hypothetical performance is narrowly targeted to the intended audience with policy documentation.
    • Seasonality
      • Q4–Q1: Tax planning series; all year: retirement account deadlines around Tax Day.

    Pro tip: Build a quarterly “markets and your plan” webinar that never predicts returns; focus on process, costs, and documented client education.

    9) Insurance/Benefits Fintech Calendar (ACA‑Focused)

    Best for: Marketplaces, benefits administration platforms, and insurtechs supporting individual ACA plans.

    • Channel cadence
      • Email: Weekly during Open Enrollment; biweekly off‑season
      • Social: 3–5 posts/week in OEP; 2/week off‑season
      • Blog: 2–3 posts/month (plan selection tips, subsidy explainers)
    • 2025 anchors
      • For HealthCare.gov states, Open Enrollment ran Nov 1, 2024–Jan 15, 2025, with coverage effective based on selection date; use the CMS 2025 marketplace OEP fact sheet (CMS, 2024) to frame timelines and note state‑based marketplace differences.
    • Compliance checkpoints
      • Email: CAN‑SPAM standards apply; avoid misleading subject lines.
      • SMS: Confirm consent and DNC compliance under TCPA before sending enrollment reminders.

    Pro tip: Publish weekly “deadline tracker” tiles during OEP and schedule local‑market variants for state exchanges with different timelines.

    10) Compliance & Records‑Retention Overlay (Add to Any Calendar)

    Best for: Any fintech that needs an approval workflow and audit trail.

    • Workflow fields to add to your calendar
      • Content classification (retail communication, correspondence, institutional)
      • Pre‑use principal approval needed? (Y/N) and approver name/date
      • Disclosures present? (Y/N + version link)
      • Archival status and retention timer
    • Why it matters
      • FINRA requires fair and balanced retail communications and supervision; see FINRA Rule 2210 and related guidance.
      • Maintain books and records per FINRA/SEC rules (e.g., Rule 4511/17a‑4 for broker‑dealers; Rule 204‑2 for RIAs). Keep approvals, versions, and distribution records.

    Pro tip: Run a monthly content audit sprint: sample 10% of published items, verify disclosures and approvals, and log any remediation.

    11) Social Influencer & UGC Supervision Calendar

    Best for: Broker‑dealers and consumer apps partnering with creators.

    • Channel cadence
      • Creator deliverables: 2–4 posts/month/creator with pre‑approved scripts
      • Brand channels: 1–2 reposts/week + 1 compilation/video recap per campaign
    • Compliance checkpoints
      • Treat influencer content as retail communications requiring supervision and records. FINRA’s first enforcement focused on influencer supervision (M1 Finance case) underscores the point; see the FINRA M1 Finance enforcement release (2024).
      • Provide creators with disclosure templates and prohibited claims lists; review before posting.

    Pro tip: Add an “influencer pre‑flight” checklist to your calendar item: approved copy, disclosure placement, tracking links, and archive confirmation.

    12) Crisis & Regulatory Update Playbook (On‑Call Cadence)

    Best for: Teams that need to respond to sudden rule changes (e.g., TCPA shifts, SEC risk alerts) or market volatility.

    • Channel cadence
      • Holding statement within 24 hours; blog explainer within 72 hours
      • Client email within 3–5 business days with clear, non‑promissory guidance
      • Follow‑up FAQ social thread and updated help‑center articles
    • Compliance checkpoints
      • Cite official sources (e.g., SEC risk alerts; FCC Federal Register entries) and avoid speculative claims.
      • Keep an approvals fast lane with legal/compliance on standby.

    Pro tip: Pre‑write modular paragraphs (what changed, who’s affected, what we’re doing) so you can assemble a response in hours, not days.

    How to Stand Up Your Calendar in 30 Days

    • Week 1: Choose 2–3 use‑cases above; draft a 90‑day view with channel cadence and key 2025 dates.
    • Week 2: Add compliance columns (classification, approver, disclosures, archival) and sample 10 back‑catalog posts for gaps.
    • Week 3: Build a “moment” library (Tax Day, FAFSA reminders, OEP, Finovate/Money20/20) with copy snippets and CTAs.
    • Week 4: Pilot your cadence for 2 weeks, then adjust posting days/times and creative ratios based on early performance.

    Sources you’ll rely on (bookmark these)

    If you apply even two of these calendars with the compliance overlay, your 2025 plan will be steadier, more defensible, and far easier to scale across channels without last‑minute fire drills.

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