Financial Services

6 Figure

Spend PM

Financial Services

Sector

Lead Gen

Account Type

US

Territories

Overview

518% increase in revenue and 194% increase in conversion rate was achieved by this Financial Services client. They had previously been tracking form conversions but not customer sales values, using our Lead Gen AI service has transformed performance in record time in an increasing competitive market with sky high PPC rates. Our tech enabled them to track the actual sales values of customers without disclosing any personal identifiable or confidential information, and is GDPR and CCPA compliant.

By seeing what size and where the actual sales values were in the account, we were optimising for sales, not form fills. We were able to use MLoD to eliminate the zero converting and sub ROAS converting words/leads . This was doubly crucial as the financial services CPC’s are relentless in their increases, with large global competitors – with extremely deep pockets – making the market super competitive. We were able to bid just as aggressively (as we were only bidding on words generating successful sales as opposed to form fills), and by using our Bidding Genius we were only bidding where we saw the most success, we didn’t have to worry about wasted spend as MLoD was continually negativing that out of the account. If we only had conversion to use in MLoD we would still have seen an increase in sales and conversions but not as large as sales values let us achieve. You can see from the report below how MLoD, Lead AI and Bidding Genius used in combination drive exponential sales, conversion rates and conversions, year on year.

We’ve retained this client for 5 years due to the continued advancements of our technology, our innovative approach to staying ahead of their major competitors and the great relationships they’ve built with our team and our understanding of their market and business strategy.

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