Finance campaign management
Qualified financial leads, compliance built in.
We manage paid acquisition for lenders, brokers, insurance and advisory firms: creative that clears review, funnels that pre-qualify on the metrics that matter, and reporting that follows the lead to closed business.
- Compliance-aware creative
- Pre-qualified applications
- Reporting to closed deals
Qualified lead score
ScoringCredit-qualified
0%
Cost per qualified application, last 8 weeks
$0
CPQL
0x
Approval rate
0 min
Speed to call
Illustrative account view, not a client account
Channels we manage for regulated financial offers
Google Search
Meta Ads
YouTube
LinkedIn
Email + SMSGoogle SearchMeta AdsYouTubeLinkedInEmail + SMSWhy finance campaigns underperform
Cheap leads are the most expensive thing in finance marketing
In lending, insurance and advisory, volume without qualification burns advisor time and creates compliance exposure. The fix is upstream: targeting, messaging, and qualification.
Unqualified enquiries
Leads that fail on credit profile, income, or asset thresholds waste advisor hours and distort your cost per acquisition.
Compliance friction
Ads get rejected or pulled because creative and landing pages were written without disclosure and claim rules in mind.
Long decision cycles
Financial decisions take weeks. Without nurture sequences, most enquiries disappear after the first unanswered call.
Attribution gaps
When the CRM does not report back on funded or bound business, optimisation is guesswork against form fills.
What we run
Campaigns mapped to financial products
Each product gets its own intent, message, and qualification threshold, because a refinance buyer and a first-time insurance buyer behave nothing alike.
- 01
Lending and mortgage
Search and social campaigns for purchase, refinance, HELOC, and commercial lending with rate-compliant messaging.
- 02
Insurance acquisition
Life, health, auto, and commercial lines with quote funnels that capture the fields your underwriters need.
- 03
Wealth and advisory
Higher-intent campaigns targeting investable-asset segments, routed to booked consultations rather than raw form fills.
Business finance
Equipment finance, working capital, and merchant advance campaigns qualified on revenue and time in business.
Nurture and reactivation
Email and SMS sequences that stay in front of long-cycle prospects and revive dormant CRM records.
Application completion
Remarketing and reminder flows that recover prospects who abandoned an application mid-way.
Lead quality scorecard
Score the leads reaching your advisers today
Most finance accounts are not short of leads, they are short of leads an adviser will call twice. Tick what your current funnel already does and see how much of a qualified handover is actually in place.
Your current funnel
Next step
See what a qualified finance lead costs you
We model cost per qualified lead against your product mix and adviser capacity before you spend anything.
- No obligation
- Compliance first
- Cost per qualified lead modelled
How it works
A managed process from offer to funded deal
Structured for regulated environments where documentation and approvals matter as much as media buying.
- 1
Product and compliance intake
We document your products, eligibility criteria, licensed states or provinces, disclosure requirements, and claim restrictions.
Output: Compliance-ready messaging brief
- 2
Funnel and qualification design
We build application or quote flows that capture qualifying data early and disqualify politely rather than passing junk to advisors.
Output: Qualified lead definition
- 3
Creative production and review
Ad copy, landing pages, and video are written to your disclosure standards and submitted for your internal review before launch.
Output: Approved creative set
- 4
Launch and channel testing
We launch across search and social, test offers and audiences, and reallocate budget toward the segments that qualify.
Output: Weekly optimisation cycle
- 5
Closed-loop reporting
We connect CRM outcomes back to campaigns so optimisation targets funded, bound, or onboarded business.
Output: Lead-to-revenue dashboard
What good looks like
The metrics we manage against
Outcomes vary by product, licensed geography, competition, and budget. These are the benchmarks we structure reporting around from day one.
Primary metric
Cost per qualified lead
Measured after your qualification criteria, not at form fill.
Funnel quality
Qualification rate
Share of enquiries that meet advisor-ready thresholds.
Revenue link
Lead to close
Tracked through CRM so spend maps to funded business.
Campaign snapshot
How a regional lending team structures acquisition with us
- 1
Separate campaigns per product line with distinct qualification thresholds
- 2
Application flow that captures credit band and loan purpose before advisor contact
- 3
Disclosure language reviewed by their compliance lead before any ad goes live
- 4
SMS and email nurture across a multi-week decision cycle
- 5
Monthly reporting that reconciles ad spend against funded volume
The difference
Built for regulated acquisition
Generic performance agencies optimise to form fills. Finance requires qualification and documentation.
Lead definition
Compliance
Nurture
Attribution
Reporting
Who it fits
Firms we build finance campaigns for
If advisor time is your constraint, qualification matters more than lead volume.
Lenders and brokers
Mortgage, refinance, and specialty lending teams working licensed geographies.
Insurance agencies
Independent and captive agencies across personal and commercial lines.
Wealth and advisory
RIAs and planning firms targeting specific investable-asset segments.
Business finance providers
Equipment, working capital, and receivables finance with revenue-based criteria.
What you get
A managed acquisition function, not just ad management
Media, creative, funnel, automation, and reporting handled by one accountable team.
Offers mapped before a dollar is spent
- Product-level campaign architecture and budget allocation
- Compliance-aware ad copy, landing pages, and video creative
- Application or quote funnel with progressive qualification
- Automated email and SMS nurture for long decision cycles
- Consultation booking with reminder sequences
- CRM integration and lead routing rules
- Conversion tracking and server-side event setup
- Weekly reporting plus a monthly strategy review
Client feedback
What finance teams tell us
Our advisors stopped spending mornings on enquiries that were never eligible. The qualification questions do that work now.
Managing PartnerRegional mortgage brokerageCompliance was involved before launch instead of after a takedown. That alone made the process workable for us.
Marketing DirectorIndependent insurance agencyWe can finally connect spend to funded volume by product rather than guessing from form counts.
Head of GrowthBusiness finance providerNext step
Get a lead quality review
Send us how leads reach your advisers today and we will show you where quality is lost between click and call.
- Reply within one business day
- No platform access needed
Questions
Finance campaign FAQs
Keep reading
Guides worth your time
Other sectors
We also run campaigns for
Acquisition that respects advisor time and compliance
Book a strategy call and we will map your products, qualification criteria, and a realistic cost per qualified lead before any budget is committed.
- No obligation
- Compliance-aware from day one
- CRM integrated reporting