All selected workCASE STUDY / 04
Financial services / First-party data & optimization

A deeper signal.
More valuable outcomes.

A financial-services business connected first-party deposit data with advertising decisions. A campaign experiment reported higher average initial deposits at lower cost per deposit than the standard optimization approach.

IndustryFinancial services
Business needConnect acquisition with customer value
FocusFirst-party data & optimization
ReachMultiple stakeholder groups
+66%Reported higher average initial deposit versus the experiment control
-16%Reported lower cost per deposit versus the experiment control
A deeper signalFunding information connected with campaign decisions
01 · The challenge

Registration was only the beginning.

Online account registrations showed whether search campaigns could generate a response. They did not fully reflect the business objective: attracting accounts that customers would fund.

The team needed to connect what happened inside the business with the systems guiding advertising investment, while making that information useful across stakeholder groups.

02 · The work

Bring customer value into the decision.

Data and technology leadership connected internal identifiers and deposit values with advertising records. A recurring first-party data process made funding information available for measurement and optimization, with data handling designed around the engagement's privacy requirements.

The team then compared standard optimization with a value-led approach informed by deposit data. The wider leadership remit also included partner coordination and funding for campaign-support tools; the experiment itself tested the changed optimization signal.

  • Connected internal funding information with advertising records.
  • Established recurring ingestion of deposit data.
  • Compared standard and value-led optimization in an experiment.
03 · The impact

Higher initial value. Lower cost per deposit.

The source case and engagement lead confirm 66% higher average initial deposits and a 16% lower cost per deposit versus the experiment's control approach.

These results concern the reported experiment, initial deposit value and cost per deposit. They do not measure lifetime customer value, total revenue growth or a guaranteed result for another business.

THE DECISION THAT MATTERED

The acquisition decision changed when the business could measure what happened after registration.

If inexpensive responses rarely become valuable customers, examine the event guiding acquisition. A more meaningful signal can help the business assess a different approach before increasing investment.

customer value diagram
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