FINANCIAL SERVICES

Get More Clients with Lead Machine

Not getting enough qualified prospects. Our Lead Machine generates high-intent consultation requests for wealth management, insurance, and financial planning services.

See The Lead Machine In Action

Real examples from financial services

Business Loans

AI-generated ad for business financing

Refinance Mortgages

AI-generated ad for mortgage refinancing

Life Insurance

AI-generated ad for life insurance services

Annuities Product Explainers

Educational videos that simplify complex financial products

Annuities Overview

Clear explanation of annuity products and benefits

Retirement Press Conference

Engaging retirement planning presentation

Financial Services Marketing KPIs

Industry benchmarks for successful financial services campaigns

$50-150
Cost Per Lead (CPL)

Financial services average cost per qualified lead

15-25%
Consultation Show Rate

Leads that attend scheduled consultations

$2,500+
Avg Client Lifetime Value

Average lifetime value per client

2 hours
Speed to Contact

Critical window for lead contact

CASE STUDY

Alternative Lending Case Study

How we generated 12,765 leads at $4.48 CPL across 5 industry-specific campaigns — 71-91% below industry average.

12,765

Total Leads

$4.48

Avg. CPL

316K+

Impressions

57.9%

Best Conv. Rate

The Challenge

The client operates in the alternative lending space, providing working capital and equipment financing to small business owners underserved by traditional banks — owner-operators in trucking, roofing contractors, food truck entrepreneurs, veteran-owned businesses, and general small business owners. These audiences are deeply skeptical of financial advertising, the cost of acquiring leads in financial services on Meta typically ranges from $15 to $50+ per lead, and the client needed to scale quickly across multiple verticals while maintaining lead quality.

5 Industry-Specific Campaigns

General Small Business
2,415

leads generated

US + Canada • 10 ad variants tested • V8 drove 635 of 808 leads

Truckers & Owner-Operators
2,415

leads generated

7 ad variants tested • Engine overhauls, rig upgrades messaging

Veteran Business OwnersTop Performer
2,896

leads at $1.75 CPL

57.9% conversion rate • 3 weeks • $1,036 total spend

Commercial Cleaning
2,532

leads generated

3 ad variants tested • Cash flow squeeze messaging

Roofing Contractors
2,443

leads generated

Storm season urgency • Supplier payment messaging

Overall Performance

Total Spend$57,187
Blended CPC$2.05
CTR2.10%
Avg Conv. Rate45.9%

Spotlight: Veteran Campaign

Running for just three weeks, the veteran-focused campaign generated 2,896 leads on a spend of only $1,036. At $1.75 per lead, it outperformed the general campaign by nearly 3x on cost efficiency while converting at 57.9% — meaning more than half of all clicks resulted in a completed lead form.

Week 1
137 leads
$2.40 CPL
Week 2
241 leads
$1.46 CPL
Week 3
215 leads
$1.66 CPL

Key Takeaways

Niche Beats Broad

Industry-specific creative consistently outperformed generic financial services messaging. Speaking directly to a roofer's cash flow cycle builds trust that generic ads cannot.

Multi-Hook Testing

Launching 7-10 hooks per campaign allowed us to find winners fast. In every campaign, 1-2 hooks drove 80%+ of all leads.

Empathy-Driven Messaging

Top-performing hooks acknowledged the audience's frustration with traditional banks before presenting the solution.

Lead Forms Drive Quality

Meta's native lead forms with qualifying questions delivered 43-58% conversion rates — far above the 8-15% industry norm.

Typical Meta ad benchmarks for financial services: $15-$50+ CPL with 8-15% conversion rates. Our campaigns delivered $4.48 CPL (71-91% below average) with 43-58% conversion rates (3-7x above benchmarks).

Ready to Grow Your Financial Services Practice?

Join financial advisors generating 50+ qualified leads per month with our Lead Machine

What You Get
Feature-benefit video ads
AI consultation qualification
ICP-targeted campaigns
Automated calendar booking
Lead scoring & routing
Monthly performance reporting