Portfolio/Financial Services

Financial Services Case Studies

We drive qualified leads for financial advisors, insurance providers, and fintech companies with compliant, high-intent search campaigns.

Financial Services CPA Down 30%

Financial Services Advertiser

Challenge

A financial services advertiser needed to reduce CPA in a regulated category while increasing conversion volume. Broad finance education traffic was wasting budget.

$148

CPA

-30%

260

Conversions/Month

+44%

60%

Qualified Rate

from 45%

Results

  • CPA dropped 25-35% while conversion volume increased
  • Sales team spent less time on unqualified inquiries
  • Efficiency improved even when CPCs rose

Insurance Cost Per Quote Halved

Insurance Provider

Challenge

An insurance provider needed to cut cost per quote while improving lead qualification. Comparison-shopping queries produced low bind rates and wasted agent time.

$50

Cost Per Quote

-44%

1,250

Monthly Quotes

+79%

12%

Bind Rate

+50%

Results

  • Cost per quote dropped 30-55%
  • Quote volume increased from 700 to 1,250 per month
  • Agents received more actionable prospects

Our agents are closing more and sorting less. The lead quality shift was immediate.

- Thomas W., Director of Sales

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