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Case Study: 18% Increase in Highy Quality Lead Generation for a Financial Services Brand

In the Best Case Studies, the Results Speak for Themselves. Here Is a Sneak Peek:


Executive Summary
This case study outlines how we helped a financial services provider improve lead generation results without increasing their advertising spend. Through targeted campaign restructuring and optimization across Facebook and Google Ads, we increased lead volume by 18%, reduced cost-per-lead (CPL) by 16%, and boosted engagement by 30% in just 30 days.
Industry: Finance & Professional Services
Platforms Used: Facebook Ads & Google Ads
Campaign Duration: 30-Day Optimization Snapshot
Region: Europe
Objectives
- Increase lead generation volume without increasing the ad budget
- Improve cost-efficiency across Meta and Google campaigns
- Boost user engagement and campaign performance metrics
- Strengthen overall return on ad spend (ROAS) and campaign consistency
Strategy Overview
- Full-Funnel Ad Restructuring
- Reviewed and refined targeting strategies on both Meta and Google
- Adjusted campaign objectives for better alignment with user intent (e.g., lead gen forms, landing page optimization)
- Reviewed and refined targeting strategies on both Meta and Google
- Creative Refresh & Messaging Optimization
- Tested updated ad creatives and calls-to-action tailored to financial service pain points
- Focused on credibility, trust, and value propositions within copy and visuals
- Tested updated ad creatives and calls-to-action tailored to financial service pain points
- Budget Reallocation Across Channels
- Optimized budget distribution between Google Search and Facebook Lead Ads
- Ensured underperforming campaigns were restructured or paused to improve efficiency
- Optimized budget distribution between Google Search and Facebook Lead Ads
- Engagement-Driven Campaign Enhancements
- Prioritized engagement-based campaigns for warmer audiences to improve CTR and downstream conversions
Challenges
- Performance had plateaued in existing campaigns
- Rising CPL trends needed to be reversed
- Budget constraints required a smarter—not larger—investment strategy
Results
Metric | Performance Outcome |
Lead Volume | ↑ 18% Increase |
Cost per Lead (CPL) | ↓ 16% Decrease |
Campaign Engagement | ↑ 30% Increase |
Budget | No Increase |
Client Satisfaction | High |
Key Takeaways
- Smart campaign restructuring and refined targeting can produce significant gains without budget expansion
- Engagement-focused ads support better conversion funnel performance
- Updating creative and aligning messaging with user needs remains critical in financial services marketing
- Performance metrics should be reviewed and optimized continuously—even small gains compound
Conclusion
By enhancing campaign structure, targeting, and creative alignment, we delivered strong improvements in lead generation performance for this financial service client. All of this was achieved without raising spend, proving the power of strategic optimization over brute-force scaling.
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