Outcomes

Objective

A popular financial marketer partnered with Perform^[cb]’s Outcome Engine to increase new consumer enrollments of their credit monitoring and identity theft products on a performance-based model. Being that the financial vertical is fiercely competitive, this marketer was looking to scale alongside their existing efforts to ensure incrementality and acquire even more qualified customers.

Approach

A/B testing a variety of factors, including landing pages, product bundles, price points, payouts, and sub-ID tracking, allowed the Outcome Engine team to be even more data-driven when optimizing across previously untapped channels. Leveraging PerformSense AI, built-in technology that analyzes 63 billion data points to identify emerging opportunities and determine the highest-value channels, the Outcome Engine pinpointed top-performing sources quickly and efficiently. 

Perform^[cb]’s in-house compliance team owned all creative reviews which greatly expedited the launch process across new performance channels and allowed the marketer to feel at ease, knowing that their brand standards were a top priority. These efforts resulted in an immediate uptick in new consumer enrollments alongside the financial marketer’s existing campaigns.

Results

By seamlessly complementing the fintech marketer’s existing strategies and uncovering new growth opportunities, the Outcome Engine was able to drive huge growth in enrollments in no time. 

As a result of strategic A/B testing, Perform^[cb]’s Outcome Engine optimized the brand’s landing pages to achieve faster loading times, enabling top partners to quickly drive high-quality traffic at scale. By leveraging previously untapped performance channels and implementing rigorous compliance measures, this fintech marketer surpassed their goal of scaling new consumer enrollments, achieving a 74% increase within the first quarter. Looking back year-over-year, the success is even more impressive, with a 355% increase in revenue and a 274% increase in enrollments altogether.

Want results like these for your finance brand? Reach out to the Perform^[cb] team of outcome-based marketing experts to scale your traffic and exceed your customer acquisition goals today.

Find more Finance Case Studies and see what Perform^[cb] can really do.

The post Finance Marketer Secures 274% Increase in Enrollments with Channel Expansion appeared first on Perform[cb].

Outcomes

439K+ users who applied for advances

326K+ users who initiated a qualified bank connection

158K+ users who completed a pay advance

Overview

A premier cash-advance solution offering consumers fast access to short-term funds in moments of need was interested in entering a partnership with Perform^[cb]’s Outcome Engine. The fintech brand was focused on acquiring high-intent users who would not only complete an initial advance but continue using the service on a recurring basis.

With growing demand for financial flexibility and a favorable economic backdrop, the timing was ideal for this finance marketer to expand its reach among ready-to-convert users.

Goals + Objectives

The marketer wanted to scale new user acquisition, specifically net-new users who would complete a pay advance – but, like many fintech brands, needed to validate traffic quality before committing large budgets to a new performance partner.

While they did not present specific challenges, the objective was clear: find a partner capable of driving high-volume, high-quality users at scale, with minimal upfront risk.

The Funded Pilot: Reducing Risk & Driving Acceleration

To help this finance app confidently launch, Perform^[cb] proposed a $50K funded pilot, structured as:

• – $10K in Perform^[cb]-funded traffic
• – $40K client contribution

The shared investment model demonstrated Perform^[cb]’s confidence in the Outcome Engine’s traffic quality and reduced the financial risk typically associated with testing new channels. This proved instrumental in accelerating the partnership and removing hesitations.

Objectives

The partnership centered around three core goals:

1. Drive net-new users completing cash advances
2. Identify users likely to become long-term, recurring customers
3. Validate Perform^[cb]’s traffic quality at scale through a structured, low-risk pilot

Perform^[cb]’s strong reputation in performance-based user acquisition, paired with the funded pilot, made the test attractive and signaled reliability for the fintech brand.

Strategic Approach

Capitalizing on Market Conditions

Economic trends and consumer behavior signaled strong demand for cash-advance products. Perform^[cb] leaned into known industry seasonality by concentrating spend around pay periods,  specifically the 1st, 15th, and end of each month, when user intent to take an advance historically spikes.

Right Partners, Right Traffic

Perform^[cb] built a custom media mix based on historical performance across similar fintech campaigns. This ensured the campaign launched with proven traffic sources that aligned with the marketer’s quality requirements.

Setting the Foundation for Success

During onboarding, the team implemented:

• – A curated media partner mix 
• – Clear alignment on KPIs and down-funnel metrics
• – Support for creative strategy and testing
• – Compliance guardrails from day one

Execution

Creative & Placement Testing

The finance marketer provided an extensive creative library, allowing partners to quickly test various ad formats. Key findings included:

• – Video creatives produced the strongest conversion rates 
• – A mix of in-app and mobile web placements outperformed single-channel usage

This helped partners optimize quickly and ramp spending without sacrificing performance.

Leveraging VTA for Scale & Compliance

To meet the brand’s compliance requirements while accessing premium traffic, Perform^[cb] implemented view-through attribution (VTA) with a one-hour attribution window. This allowed the campaign to remain active on top-performing sources that rely on VTA signals,  a crucial factor in scaling quality volume.

Layering Funnel Events for Stability

As the campaign matured, Perform^[cb] introduced a Bank Account Connect funnel event. This allowed partners to optimize earlier in the user journey, significantly improving conversion stability and overall scale.

Results

Overall Performance

Since launch, the cash advance brand has driven:

• – 439K+ users who applied for advances
• – 326K+ users who initiated a qualified bank connection
• – 158K+ users who completed a pay advance

Perform^[cb]’s Outcome Engine has become a top paid acquisition partner for this marketer and a leading driver of their core performance event.

Alignment With Initial Objectives

The campaign successfully delivered high-quality, net-new users at scale — exactly the outcome the pilot was designed to validate.

Scalability Unlocked

Introducing a Bank Account Connect campaign allowed partners to optimize to earlier funnel signals, resulting in double the number of advances compared to the first-advance-only setup. This layered-funnel approach created a more efficient and predictable path to qualified volume.

Long-Term Impact

What began as a funded pilot has evolved into a durable, scalable user acquisition engine. This fintech marketer now relies on Perform^[cb] as a primary growth partner in its cash-advance funnel, benefiting from:

• – Consistent delivery of high-quality, ready-to-convert users
• – Expanded optimization opportunities across multiple funnel events
• – A predictable model for long-term user acquisition growth

The combination of VTA, strong partner alignment, and multi-event funnel optimization has positioned the brand for continued success as they scale.

Key Success Factors

• – The funded pilot eliminated early risk and accelerated launch
• – Proven partner mix tailored to fintech acquisition
• – Strong video-led creative performance
• – Pay-cycle spend strategy matched user behavior
• – VTA with a one-hour attribution window maintained compliance and scale
• – Funnel-event layering unlocked broader optimization and higher volumes

Lessons Learned

• – Running with VTA is essential for maintaining access to high-volume traffic sources in the fintech space.
• – Layering multiple funnel events (e.g., Bank Account Connect + Pay Advance) significantly improves scale and conversion quality.
• – Creative testing and variety early on accelerates optimization and produces faster wins.
• – Funded pilots increase buy-in and enable you to test new channels without fear of wasted spend.

With a collaborative approach, data-driven optimization, and a funded pilot that reduced risk, Perform^[cb] helped this fintech brand scale immensely, becoming one of their top-performing acquisition channels. The partnership continues to grow as both teams explore new opportunities to drive quality users at the right time and at the right cost.

The post Scaling High-Intent Cash Advance Users Through a Low-Risk Performance Pilot appeared first on Perform[cb].

Outcomes

Surpassed $40,000 in monthly affiliate revenue within 2 months of relaunch

ROAS improved from 302.3% to 342.5% over 6 months

149% Increase in conversions

Grew productive affiliate partners from 148 to 185 (25% increase)

42% of revenue since October driven by new partners

Objective

A leading financial media and data company aimed to transform its affiliate program to drive scalable growth, stronger return on ad spend, and a broader partner base. Specific goals included:

• – Achieving consistent monthly revenue growth beyond $40K
• – Expanding affiliate partnerships to enhance market reach
• – Improving ROAS while maintaining brand compliance and profitability

Challenges at program start included:

• – Limited Engagement: Prior program oversight resulted in stagnation and underperformance.
• – Narrow Partner Mix: Few active partners restricted program scalability.

Approach

Perform^[cb] implemented a comprehensive, data-driven optimization strategy:

– Comprehensive Audit: Identified underperforming assets and surfaced untapped growth opportunities through a full program review.

– Partner Recruitment: Expanded the affiliate mix by onboarding high-value partners across key channels, including:
Content creators / influencers
Loyalty and deal sites
Financial platforms

– Promotion & Creative Overhaul: Deployed compelling seasonal promos (Black November, Black Friday, Cyber Week) and enhanced CTAs (e.g., “Save 43% when you join for less than $11/mo”).
Updated landing pages and condensed ad formats to improve user experience and drive higher conversion rates.

– Exclusive Offers & Compliance: Introduced tailored promo codes for selected partners (e.g., AdPump, Alpha Rank, TraderTV) to maximize engagement while safeguarding margins.
Maintained strict compliance protocols to ensure brand safety and mitigate conversion concentration risks.

– Partner Optimization: Customized strategies for individual partners (e.g., ModestMoney, Grundit, Demand.io) to ensure alignment with ROAS goals and profitability.

Results

The financial media and data marketer’s affiliate program transformation delivered:

– Revenue Milestone: Exceeded $40,000 in monthly affiliate revenue within two months of program relaunch.

– Stronger ROAS: Increased ROAS from 302.3% to 342.5% over six months through partner and spend optimizations.

– Conversion Growth: Achieved a 149% increase in conversions, supported by refreshed creatives, stronger offers, and updated site assets.

– Broader Partner Base: Grew productive affiliate partners by 25% (from 148 to 185), with 42% of post-October revenue driven by newly onboarded affiliates.

Ready to achieve similar affiliate growth?

Connect with Perform^[cb]’s affiliate program management team to learn how we can help scale your program, improve ROAS, and grow partner engagement sustainably.

The post Financial Media Company Scales Affiliate Program to $40K+ Monthly Revenue and 342% ROAS appeared first on Perform[cb].

Outcomes

640% YoY Increase in Installs

Our Story –

Initial Engagement

The performance marketing agency sought Perform^[cb] as a lead generation partner to help their finance app client achieve cost-effective channel activation at scale. With a strong reputation for delivering high-quality, non-fraudulent traffic – a critical requirement for financial brands – Perform^[cb]’s Outcome Engine was well-positioned to meet their goals.

The partnership’s focus was on acquiring new users through U.S. based traffic and driving the first money movement event efficiently. The Outcome Engine’s ability to adapt to industry-specific challenges and deliver consistent, measurable outcomes made them an ideal partner for this growth initiative.

The Challenge

The finance app faces competition from traditional banks and other fintech platforms, many of which offer both money transfer and banking services. With fewer traditional banking options in its portfolio, the finance app needed to differentiate itself by delivering exceptional user experiences and focusing on core financial events, like first-time money movements. Moreover, tracking hurdles emerged as the finance app introduced new campaign events, initially leading to less than optimal conversion rates. This required close collaboration between the finance app, the performance marketing agency, and Perform^[cb] to ensure increased campaign performance and accurate reporting across top partners.

The Solution

Perform^[cb]’s Outcome Engine built out a Cost Per Engagement (CPE) campaign across additional performance channels targeting first-money movement events. Through mobile display and video channels, Perform^[cb] scaled new user acquisition across iOS and Android platforms while collaborating with the performance marketing agency and finance app’s teams to introduce and refine new events. Running directly through AppsFlyer allowed the team to overcome tracking limitations, nearly doubling campaign volume and driving an 83% increase in Android performance from Q4 to Q1. Large monthly budgets ensured a steady flow of high-quality engagement, while partners adapted media mixes in real time to capitalize on the placements that delivered the most converting customers.

“It’s hard to imagine a lead gen strategy that doesn’t include Perform^[cb], even outside of the financial industry. The Outcome Engine’s ability to deliver high-quality users efficiently makes them an indispensable growth partner.”

— The performance marketing agency’s Associate Director

Outcomes That Matter: A 640% YoY Increase in Installs

The results of this partnership were immediate and impactful. By Q4, Perform^[cb] had driven a 640% increase in installs year-over-year. Additionally, the first-money movements generated helped the finance app exceed their install to event KPI goal. These outcomes were made possible by the performance marketing agency leveraging Perform^[cb]’s experience with similar brands, innovative event structures, and an unwavering commitment to high-quality user acquisition.

Why It Worked: The Power of the Outcome Engine

Perform^[cb]’s Outcome Engine and the performance marketing agency partnered to revolutionize yhe finance app’s user acquisition scale potential. Using advanced AI to optimize media placements, the Outcome Engine consistently drove down costs while maintaining high-quality events. This ensured the finance app not only hit but exceeded their CPE targets, enabling the performance marketing agency to help them scale confidently.

Key Benefits:

• Speed to Market: Rapid campaign activation allowed the finance app to capitalize on immediate growth opportunities.
• Ongoing Optimization: Real-time data-driven adjustments maximized user engagement and campaign efficiency.
• Incremental Growth: Tailored strategies ensured the finance app achieved measurable, sustainable outcomes.

A Trusted Partner for the Long Haul

Today, Perform^[cb] is more than just a vendor to the performance marketing agency and the finance app – it’s a strategic partner. As the finance app continues to expand its offerings and user base, Perform^[cb]’s Outcome Engine remains a cornerstone of their growth, driving tangible business success. 

“Speed to market is critical, and Perform^[cb] consistently delivers. Their ability to quickly and efficiently scale sets us up for success every time. With their support, we’ve achieved the volume needed to satisfy our client which in turn satisfies us.”

— The performance marketing agency’s Associate Director

Unlock the Potential of Your Performance Marketing

Just like the finance app, you can achieve high-quality growth and overcome lead gen challenges with the right partner by your side. Let the Perform^[cb] Outcome Engine help you turn your marketing spend into results that matter.

Contact us today to learn how Perform^[cb] can become your trusted partner in performance-based growth.

The post New Performance Channels Unlock Install Scale for a Leading Finance App appeared first on Perform[cb].