🔐 1. Hyper-Targeted & Compliant Campaigns
In the BFSI sector, targeting isn’t just about reach—it’s about relevance + regulation.
We build micro-segmented audiences based on real-world proxies like income brackets, creditworthiness, financial behavior, age bands, and even pin code-level financial maturity.
More importantly, we ensure every ad is compliant with RBI, IRDAI, and SEBI guidelines as well as Meta & Google’s strict advertising policies for financial products.
No shortcuts. No ad disapprovals. Just high-quality reach to decision-ready users—without ever putting your ad account or brand reputation at risk.
📉 2. CPQL Optimization, Not Just CPL
We go beyond the basic Cost Per Lead (CPL) metric and focus on CPQL—Cost Per Qualified Lead.
Our lead forms are engineered with smart friction: eligibility filters, intent questions, drop-downs with logic branches, and even credit score disclosures—when needed.
This eliminates unfit users upfront, improving lead-to-conversion ratios and making your sales funnel tighter and more profitable.
Our goal isn’t to flood your CRM. It’s to send your sales team leads they actually want to talk to.
🤖 3. Multi-Touch Lead Nurturing
BFSI decisions are not impulsive—they’re deliberated. That’s why we create multi-touch nurture systems to build trust, educate, and push the prospect forward.
We combine:
- Retargeting ads with social proof or offer reinforcements
- Automated WhatsApp sequences for document reminders or eligibility nudges
- Personalized SMS and email drips with FAQs, testimonials, or deadline alerts
- Optional IVR follow-ups or callback integrations for high-intent leads
The result? A structured journey from interest → evaluation → conversion—without leads falling through the cracks.
📊 4. Omni-Channel Attribution
In BFSI, a lead may click a Google ad, revisit via Meta, then convert via WhatsApp or organic.
That’s why last-click attribution lies—and we don’t rely on it.
We implement advanced attribution frameworks:
- UTM layering + CRM sync for channel-level revenue mapping
- Event-based tracking (form fills, document uploads, consultations booked)
- Server-side tagging to bypass cookie restrictions and track true user behavior
- API integrations with your backend to pull actual status: applied, approved, disbursed
You’ll finally know which ad, creative, or funnel actually moved the money.
💡 5. Funnel & UX Audits
An expensive BFSI campaign can break because of one bad form or a confusing CTA.
We audit every step of your funnel:
- Is the landing page mobile-optimized and trust-building?
- Are the benefits and risks of the financial product clearly explained?
- Are CTAs asking too much too early?
- Is your KYC or document collection flow killing the lead?
We test, tweak, and rebuild UX touchpoints to increase clarity, reduce bounce, and improve application completion.
From trust badges to progress bars to fee transparency—we help you close with confidence.
