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Industry 01 · Top Vertical

Financial Services

For banks, cards, lenders, fintech, and wealth brands

Financial decisions are built on trust. CTV should increase confidence, move consumers into consideration, and prove whether exposure leads to qualified financial actions.

CORE CONVICTIONS.

Brand Signals

  • Aided and unaided brand awareness lift

  • Product-specific trust lift

  • Favorability lift

  • Consideration lift

  • Credibility or security perception lift

Intent Signals

  • Brand and product-specific search lift

  • Prequalification engagement lift

  • Application-start lift

  • Branch, advisor, or call-center engagement lift

Business Outcomes

  • Incremental funded accounts

  • Incremental approved applications

  • Incremental deposits or balances

  • Card activation or first-transaction lift

  • Qualified customer acquisition lift

Acquisition Efficiency

  • Cost per funded account

  • Cost per approved application

  • Customer acquisition cost

  • Cost per qualified lead

  • LTV:CAC ratio

Home > Industry > Financial Services

Industry 04 · High Fit

Financial Services

The pressure you're under:

Banks, credit cards, fintech, wealth management — every category in financial services has consolidated around CAC as the only metric that matters. Your board doesn't ask about reach. They ask what it costs to acquire a new account, a new card, a new advisor relationship — and whether that cost is going up or down. Your incumbent agency, paid on percentage of spend, has every incentive to show you a higher GRP number and no incentive to lower your CAC

Where CTV solves it:

CTV's combination of premium environment and digital-grade attribution makes it the most defensible upper-funnel channel financial services has ever had. We target verified in-market audiences (mortgage shoppers, card switchers, advisor seekers), measure pixel-to-application and pixel-to-funded-account, and run incrementality tests that isolate what CTV is causing — not just what it's correlating with. The success-fee model means we're aligned with your board on CAC. Not against it.

The KPIs we'll be accountable to:

Cost per account opened

Cost per funded application

Cost per qualified lead

Branded search lift

Incremental new-customer acquisition over holdout

Built for the financial services CMO whose board no longer accepts impressions as evidence of impact — and whose agency hasn't adjusted to that reality.