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

Tell Us About Your Business

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.