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Lead generation and performance marketing

Lead generation for financial services that brings real applicants.

Google, Meta and LinkedIn campaigns for lenders, wealth managers, insurers, brokers and fintech apps, with compliant ads, focused landing pages and every lead tracked from click to approval or account opening.

Reach

Borrowers, investors, HNIs, CFOs and partners

Channels

Google, Meta, LinkedIn, email and WhatsApp

Includes

Targeting, ads, landing pages and tracking

Measured by

Qualified leads, not just clicks

The problem

Why financial ad budgets bring the wrong leads.

Lead generation for financial services often looks good on a dashboard and bad in the sales team. Hundreds of loan leads that do not meet your criteria. Insurance enquiries with fake numbers. Investment leads who wanted a free tip, not an adviser.

The fix is better targeting and better filtering. That means the right keywords and audiences, ads that set honest expectations, landing pages that explain eligibility and fees, and short forms that ask the right qualifying questions. For B2B products, such as treasury, payments or business loans, it means reaching CFOs and finance heads on LinkedIn.

Financial ads also have rules. Google and Meta have their own policies for financial products, and your regulator has more. We write ads that never promise returns, carry the right disclaimers and pass your compliance check, then report on what really matters: qualified leads and cost per approved customer.

What is included

Everything that brings qualified leads in. Run by one team.

Built for regulated products, real eligibility and honest ads.

01

Audience and keyword targeting

We define the products, cities, income bands, roles and searches that fit your best customers.

02

Google search and app campaigns

Campaigns for people already searching for loans, insurance, investing or your app.

03

Meta and LinkedIn campaigns

Ads for retail investors and borrowers on Meta, and for CFOs, founders and HNIs on LinkedIn.

04

Compliant landing pages

Fast pages with eligibility, fees, risk wording and short qualifying forms.

05

Lead nurturing

Email and WhatsApp follow-ups that answer common questions and bring leads back.

06

Tracking and reporting

Every lead traced to its campaign, with quality, cost per lead and conversions reported monthly.

How it works

From target customer to qualified pipeline.

Start focused, prove what works, then scale.

01Pick the targets

We agree the products, customer types and cities to focus on first.

02Build the campaign

We write compliant ads, build landing pages and set up tracking into your CRM.

03Launch and test

We test audiences and messages, keep what brings qualified leads and cut the rest.

04Optimise monthly

Every month we report lead quality, cost and conversions, and plan next steps.

FAQ

Financial lead generation questions, answered.

Straight answers about working with us.

Can you run ads for loans, insurance and investments?

Yes. We follow Google and Meta financial product policies and set up any verification your account needs, then write ads your compliance team approves.

How do you improve lead quality?

With tighter targeting, honest ads, clear eligibility on the landing page and a few qualifying questions in the form. We also feed results from your CRM back into the campaigns.

Can you reach HNIs and CFOs?

Yes. We use LinkedIn and Google targeting by role, company size and interest to reach HNIs, founders, CFOs and treasury teams.

How soon can we expect leads?

Search campaigns can bring leads within days. Lead quality and cost usually improve over the first two to three months as we learn what works.

What budget do we need?

It depends on the product, cities and channels. After discovery we recommend a starting budget and show the expected cost per lead.

How do you report results?

A plain-English monthly report on leads, lead quality, cost per lead and conversions by campaign.

Start a conversation

Let’s bring in leads
your team wants to call.

Tell us your products and your ideal customer. We’ll show you how to reach them and filter out the rest.

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