Policy and disclosure check
Platform verification and regulatory disclosures checked before campaigns run.
/INDUSTRIES / FINANCE / ADVERTISING
Financial Services PPC Management
Financial services PPC for lenders, insurers and fintechs: campaigns for applications and qualified customers, run within financial ad policies and measured beyond the first form.
Financial decisions demand trust. Visibility alone isn't enough: content, compliance, and conversion design must work together.
/01
THE SITUATION
Financial advertising is regulated twice: by the platforms, which require verification for many financial products, and by financial regulators, which require clear terms and balanced claims. Clicks are expensive, and many applications are rejected or abandoned before a customer is funded or insured.
/02
WHY IT MATTERS
Campaigns judged on applications started can grow quickly and still bring customers the business cannot accept. Ads that break platform or regulatory rules are disapproved or, worse, create exposure for the company.
/03
HOW WE APPROACH IT
We check product eligibility and verification requirements before launch, write ads and pages with the required disclosures, and track the full path: application started, submitted, approved, funded. Approved and funded customers are sent back to the platforms, so bidding learns from customers you accept.
/WHAT YOUR BUYERS RESPOND TO
Financial customers respond to clarity.
- A clear rate, fee or premium with its conditions
- Fast decisions and simple applications
- Eligibility stated plainly
- Security and licensing information
- Calculators that show the real cost
- SEO
- Advertisingyou are here
- Development
- Hosting
/WHAT THE WORK COVERS
Funnel tracking
Applications followed past submission, to approval and funding.
Quality-based bidding
Approved customers sent back to the ad platforms as the main goal.
Conversion tracking
Every campaign reports leads or sales, checked against your CRM or store data before we optimize anything.
Weekly optimization
Search terms, bids, audiences and ads reviewed every week, with changes logged so you can see them.
/CHANNELS WE USE AND WHY
- /01
Google Search
Product searches with clear intent to apply.
- /02
Meta
Awareness and remarketing for financial products, within special category rules where they apply.
- /03
YouTube
Explaining products that need more than a text ad.
- /04
Affiliates and comparison sites
Listings where customers compare products, measured on the same terms.
/HOW LONG IT TAKES
/01
Tracking and structure
In the first two weeks we fix conversion tracking and rebuild the account around what you sell.
/02
Weekly optimization
Search terms, bids, audiences and creative are adjusted every week against cost per lead or sale.
/03
Scale what pays
Budget moves to the campaigns that bring buyers at an acceptable cost, in steps you can follow.
/FAQ
In many countries, yes, for products such as loans, credit or investments. We check the requirements for your products and markets before planning campaigns.
By importing approval and funding outcomes from your systems back into the ad platforms and reporting cost per funded or insured customer.
Yes. Ads and pages go through their approval, and we keep a record of what was approved and when.
Access to analytics and the platform, one person who can approve changes, and an honest picture of what has been tried. Two hours in week one, then a weekly checkpoint.
No. Ad spend goes directly from your account to Google, Meta or LinkedIn. Our management fee is a separate line, scoped to the work the account needs, not a percentage of spend.
LET'S REVIEW YOUR FINANCE AD ACCOUNTS
Give us read access to your ad accounts and tell us how applications become customers. We will show you what each funded customer costs today.
REQUEST A FINANCE PPC AUDIT
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