Finance: the method when cost and quality really matter

Growth Room supports banking, fintech and insurance players with a structured acquisition approach, paid media, outbound, go-to-market, adapted to the constraints of these sectors: long cycles, demanding targeting and controlled cost per lead. The results obtained with Mutuello (176 leads/month), Consulto (CPL 16 times lower than the average basket) or Assurly (20 quotes/month) illustrate a method designed for consistency and profitability, in B2B as in B2C.

‍

In banking, fintech or insurance, an “easy” lead is not worth much. The target is more demanding, the cycles may be longer, and the costs are quickly remembered by you. Here, performance is often based on two things: precision, and discipline in monitoring.

The projects below show various contexts (B2B and B2C), but the same research: generate leads or quotes with an acquisition that remains sustainable.

Mutuello — 176 monthly leads with paid media structuring

• background : Mutuello operates in insurance, with a B2C target. The project, carried out in 2022, aims for a high monthly volume, which requires a solid organization.
• Objective : The objective was to reach a significant monthly lead rate, without losing control over time.
• What Growth Room has worked :
  • A paid media structure designed for regularity.
  • Continuous monitoring to keep a clear reading of performance.
  • Progressive adjustments to stabilize the volume.
• Result : 176 monthly leads.

Consulto — a CPL 16 times lower than the average basket

• background : Consulto is a B2B project in banking and finance, carried out in 2023. Here, the value of the basket imposes a strong demand on the acquisition cost.
• Objective : The objective was to obtain leads at a consistent cost, while maintaining a profitable acquisition in relation to the value generated.
• What Growth Room has worked :
  • A multi-channel acquisition oriented towards efficiency.
  • Precise monitoring of costs to avoid any drift.
  • Regular adjustments to maintain a CPL that is very much lower than the average basket.
• Result : CPL 16 times lower than the average basket.

FideClub — 16 leads per month with a structured go-to-market

• background : FideClub evolves in banking and finance, in B2B. The project was completed in 2023, with a need for commercial structuring.
• Objective : The objective was to frame the go-to-market and to set up a monthly lead rate.
• What Growth Room has worked :
  • The structuring of the go-to-market, with a clear organization.
  • The establishment of a follow-up to keep up with the pace.
  • Progressive adjustments to improve consistency.
• Result : 16 leads per month.

Assurly — 20 quotes per month with an optimized Ads strategy

• background : Assurly operates in insurance, in B2C. The project, carried out in 2023, is evaluated on a very operational indicator: the estimate.
• Objective : The objective was to generate quotes on a regular basis, with a more stable acquisition.
• What Growth Room has worked :
  • An Ads organization optimized for the generation of quotes.
  • Regular monitoring to keep the performance clean over time.
  • Continuous adjustments to keep up with a monthly pace.
• Result : 20 quotes per month.

RJM HOLDING — 15 leads per month on a CGP target and accountants

• background : RJM HOLDING evolves in banking and finance, in B2B. The collaboration has been ongoing since 2024 and the target is very specific.
• Objective : The objective was to generate monthly leads on a small population, without diluting targeting.
• What Growth Room has worked :
  • A clear segmentation around CGPs and accountants.
  • A quality-oriented prospecting organization.
  • Regular monitoring and adjustments to stabilize the pace.
• Result : 15 leads per month.

Anytime — highly targeted messages to feed the Sales team

• background : Anytime is a B2B project in banking and finance, carried out in 2023. The need here relates to the quality of the message and its commercial impact.
• Objective : The objective was to feed the sales team with more relevant messages, to improve the quality of exchanges and the pipeline.
• What Growth Room has worked :
  • Targeting and message work, with a more precise approach.
  • The organization of follow-up on the sales side, to exploit feedback from the field.
  • Adjustments as you learn.
• Result : NB

Dix Septembre— multi-lever outbound prospecting

• background : Dix Septembre is a B2B project in banking and finance, carried out in 2023. The need is for more structured prospecting.
• Objective : The objective was to activate multi-lever outbound prospecting and to make the approach more effective over time.
• What Growth Room has worked :
  • The organization of outbound on several levers, with a clear structure.
  • Regular follow-up, to stabilize what works and correct the rest.
  • Progressive adjustments to improve efficiency.
• Result : NB

Summary table: Banking, Fintech & Insurance