Real examples from financial services
AI-generated ad for business financing
AI-generated ad for mortgage refinancing
AI-generated ad for life insurance services
Educational videos that simplify complex financial products
Clear explanation of annuity products and benefits
Engaging retirement planning presentation
Industry benchmarks for successful financial services campaigns
Financial services average cost per qualified lead
Leads that attend scheduled consultations
Average lifetime value per client
Critical window for lead contact
How we generated 12,765 leads at $4.48 CPL across 5 industry-specific campaigns — 71-91% below industry average.
Total Leads
Avg. CPL
Impressions
Best Conv. Rate
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.
leads generated
US + Canada • 10 ad variants tested • V8 drove 635 of 808 leads
leads generated
7 ad variants tested • Engine overhauls, rig upgrades messaging
leads at $1.75 CPL
57.9% conversion rate • 3 weeks • $1,036 total spend
leads generated
3 ad variants tested • Cash flow squeeze messaging
leads generated
Storm season urgency • Supplier payment messaging
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.
Industry-specific creative consistently outperformed generic financial services messaging. Speaking directly to a roofer's cash flow cycle builds trust that generic ads cannot.
Launching 7-10 hooks per campaign allowed us to find winners fast. In every campaign, 1-2 hooks drove 80%+ of all leads.
Top-performing hooks acknowledged the audience's frustration with traditional banks before presenting the solution.
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).