The Customer Intelligence Template Every FinTech Leader Needs 🚀

Master growth by knowing your customers better than anyone else 👥

👋 Hey, Linas here! Welcome to a special issue of my daily newsletter. Each day, I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & most important money movements, it’s the only newsletter you need for all things when Finance meets Tech. If you’re reading this for the first time, it’s a brilliant opportunity to join a community of 355k+ FinTech leaders:

Understanding your customer isn’t just an advantage anymore - it’s survival.

Look at Nubank NU 0.00%↑ and Revolut: both turned deep customer intelligence into rocket fuel for growth. Their secret? An obsession with structuring, validating, and acting on customer data at scale.

ICYMI: Revolut’s $75 billion valuation amid 46% revenue surge and aggressive US expansion plans 😳📈 [what does it indicate & what’s next + bonus dives into Revolut inside]

Nubank’s Q2 2025, or why Latin America's digital banking emperor is the FinTech investment steal of the decade 😤📈 [deep dive into NU’s financials, what they mean, what’s next & why you just can’t be not bullish on Nubank]

Today, I’m sharing a Customer Intelligence Template that I recently came across, which makes the playbook accessible to you.

It’s simple. It’s practical. And it can completely transform how you understand and engage your customers.

Here’s what you’ll be able to do:

• Identify your account structure - organize customers in a way that reflects your business goals.

• Define and document your data model - stop guessing, start standardizing.

• Import your customer list - bring in the raw material to fuel insights.

• Map the customer journey stages - track where each customer really is, not where you hope they are.

• Assign portfolios to your team - accountability built into your CRM workflow.

• Validate your data with a scorecard - instantly see what’s right, what’s wrong, and what’s missing.

In other words, this template helps you to:

✔️ Turn raw data into real insights

✔️ Eliminate blind spots in customer engagement

✔️ Align your team around one clear customer view

✔️ Build strategies with confidence

It’s the same mindset Nubank and Revolut used to scale. And now it’s yours.

Let’s dive in: