Improving ROAS efficiency for a financial services brand

Industry

Financial Services

Market / Geography

India

Business Model

B2B

Services Delivered

Performance Marketing Ads

A funnel-structured paid acquisition strategy improved lead efficiency, reduced cost per acquisition, and strengthened revenue contribution from digital campaigns.



2.9×

Increase in Return on Ad Spend

+44%

Reduction in Cost per Lead

62%

Increase in Qualified Conversions

Business Challenge

The financial services provider faced rising acquisition costs due to aggressive competition across high-value lending and investment keywords. Broad targeting and inconsistent audience segmentation were generating low-intent leads.

Performance marketing campaigns required restructuring to improve lead quality, strengthen funnel segmentation, and ensure efficient budget allocation across high-converting financial products.

Objectives and Success Metrics

The focus was to reduce acquisition cost, improve lead qualification, and scale revenue contribution from paid channels.


  • Reduce cost per lead across search and social campaigns
  • Increase return on ad spend
  • Improve qualified lead conversion rates
  • Optimize budget allocation toward high-performing financial products

ROAS Growth

3.2× Increase

Cost Efficiency

47%Reduction in CPL

Conversion Lift

61%Increase in Qualified Conversions

Budget Allocation

28% Improved Spend Efficiency Across Core Products

Objectives and Success Metrics

The focus was to reduce acquisition cost, improve lead qualification, and scale revenue contribution from paid channels.


  • Reduce cost per lead across search and social campaigns
  • Increase return on ad spend
  • Improve qualified lead conversion rates
  • Optimize budget allocation toward high-performing financial products

ROAS Growth

3.2× Increase

Cost Efficiency

47%Reduction in CPL

Conversion Lift

61%Increase in Qualified Conversions

Budget Allocation

28% Improved Spend Efficiency Across Core Products

Strategic Approach

We segmented campaigns by product intent, refined audience targeting, and optimized landing pages for financial compliance and trust signals.

image

Intent segmentation

Structured campaigns around product-specific financial queries


image

Funnel layering

Built prospecting, remarketing, and exclusion-based audience flows

image

Conversion optimization

Improved landing experience to increase lead form completion rates

Implementation Highlights

  • Product-wise campaign segmentation across Google and Meta
  • High-intent keyword targeting for financial products
  • Audience layering and remarketing funnels
  • Landing page optimization for trust, clarity, and compliance
  • Bid strategy adjustments based on product performance
  • Continuous performance monitoring and creative testing
    section visual

    Implementation Highlights

    • Product-wise campaign segmentation across Google and Meta
    • High-intent keyword targeting for financial products
    • Audience layering and remarketing funnels
    • Landing page optimization for trust, clarity, and compliance
    • Bid strategy adjustments based on product performance
    • Continuous performance monitoring and creative testing
    section visual

      Challenges and Resolutions

      Outcome

      image

      Challenge
      High cost per lead in competitive financial segments

      Resolution
      ocused on high-intent search and refined audience targeting

      Result
      44% reduction in CPL

      Outcome

      image

      Challenge
      Low lead quality from broad campaigns

      Resolution
      Implemented structured funnel segmentation and exclusions

      Result
      61% increase in qualified conversions

      Outcome

      image

      Challenge
      Inefficient budget allocation

      Resolution
      Shifted spend toward top-performing financial products

      Result
      2.9× improvement in ROAS

      Results and Business Impact

      2.9×

      Increase in Return on Ad Spend

      44%

      Reduction in Cost per Lead

      61%

      Increase in Qualified Conversions

      39%

      Improvement in Landing Page Conversion Rate

      Why This Worked

      Performance improved because employer positioning was aligned with technical credibility and authentic workplace storytelling.

      • Culture narrative built around cybersecurity impact
      • Distribution integrated into recruitment funnels
      • Video optimized for engagement across professional platforms





        Talk to a Growth Strategist
        section visual

        Why This Worked

        Performance improved because employer positioning was aligned with technical credibility and authentic workplace storytelling.

        • Culture narrative built around cybersecurity impact
        • Distribution integrated into recruitment funnels
        • Video optimized for engagement across professional platforms




        section visual

          Talk to a Growth Strategist