Every channel creates different intent
Search may capture active demand while paid social creates consideration. Neither tells you enough about eligibility, urgency, product fit or likely value on its own.
Financial Services Digital Marketing and Lead Generation
Turn financial-services advertising into qualified customers.
We help lenders, brokers, advisers, insurers and fintech businesses connect advertising with what happens after the enquiry—so decisions follow qualified applications, customers and revenue, not completed forms alone.
Founder-led · Gold Coast, Australia · Clients worldwide
You’ll work directly with Matt Gatley, founder of We Know Growth—bringing 20+ years of experience and $350m+ in managed advertising spend.
20+years across advertising, data, products and sales
$350m+in managed advertising spend
Founder-ledMatt stays directly involved in the work
Full journeyFrom first search to customer and revenue
The lead is only the beginning
A campaign can generate more finance leads and still produce less value.
This is where We Know Growth starts: not with a list of channel tactics, but with the gap between the conversion being reported and the outcome the finance business actually values.
We connect campaign, product, landing-page and sales evidence to find why valuable prospects are being lost—and which change is most likely to improve the commercial result.
Lead volume hides the economics
A lower cost per lead is not progress when qualification, approval, settlement or customer value declines with it.
The useful outcome arrives later
Sales and CRM systems often know which leads became valuable customers, but that information does not reliably reach the advertising platforms.
Products cannot share one value
Different products, customer segments and acquisition paths can carry materially different approval rates, margins and lifetime value.
The handover changes the result
Response time, contact strategy, routing and sales capacity can decide whether a good lead progresses or disappears.
Compliance belongs in the process
Advertising, landing pages and tests need a workable review process that protects customers without bringing useful learning to a halt.
Measure the journey you actually have
Different financial products need different success signals.
We map how each product becomes revenue, then choose the stages that are reliable enough to measure and useful enough to change a decision. We do not impose one standard funnel on every finance business.
Lending
- 01Enquiry
- 02Application
- 03Approved
- 04Funded
A submitted form can be a long way from an eligible, approved and funded customer.
Financial advice
- 01Enquiry
- 02Booked
- 03Attended
- 04Client
Appointment attendance and client fit matter more than an unqualified enquiry.
Insurance
- 01Quote
- 02Qualified
- 03Policy issued
- 04Retained
Product, premium and retention can make apparently similar leads worth very different amounts.
Comparison platforms
- 01Submission
- 02Accepted
- 03Sold
- 04Revenue
Acceptance, duplication, partner demand and commercial terms determine the value of each lead.
Who this is for
Complex acquisition businesses across financial services.
We Know Growth is most useful where advertising already matters, customers rarely move directly from click to revenue and the business has enough real outcomes to learn from.
Lending and finance
- Mortgage brokers and home lenders
- Commercial finance
- Equipment and asset finance
- Personal lending and refinancing
- Property investment finance
- Equity release
Advice and insurance
- Financial advisers
- Superannuation advisers
- Insurance providers
- Insurance brokers
Platforms and technology
- Fintech businesses
- Financial comparison platforms
- Finance marketplaces
- Lead-generation platforms
How We Know Growth approaches it
Find the commercial constraint before prescribing the channel.
The constraint might be channel mix, creative, the landing journey, eligibility logic, CRM data, lifecycle follow-up, sales capacity or how the business defines a valuable customer. The work follows the evidence instead of forcing every problem into one advertising platform.
- 01
Define the outcomes that matter
Agree what qualified, approved, funded or won actually means, then identify which outcomes are reliable and frequent enough to guide decisions.
A shared commercial definition of success. - 02
Connect the journey
Join advertising, landing pages, CRM stages, follow-up and revenue reporting so the business can see where valuable prospects are being lost.
Visibility from first click to customer value. - 03
Fix the highest-value constraint
Prioritise campaigns, pages, measurement or sales handovers by likely commercial impact rather than working through a generic marketing checklist.
A ranked plan that the team can act on. - 04
Feed better evidence back
Use qualified and converted outcomes, defensible values and clean first-party data to help reporting and bidding reflect the customers the business wants.
Advertising shaped by quality and value—not forms alone.
A joined-up acquisition system
Different channels have different jobs in the customer journey.
We decide where to capture active demand, where to create or nurture consideration and how every channel connects to the same commercial outcome. Paid media, content, landing pages, lifecycle communication and sales feedback should reinforce one another.
Capture active demand
Use Google and Microsoft search where people are already looking for a product, provider or answer.
Create consideration
Use Meta, TikTok and other relevant platforms to reach, educate and re-engage suitable audiences.
Help people decide
Use useful content, proof, comparison and education to support a considered financial decision.
Turn interest into action
Align ads, landing pages, product fit, eligibility, trust and conversion friction.
Keep good prospects moving
Connect email, SMS, lead routing, contact strategy, capacity and sales follow-up.
Return the evidence
Feed qualification, customers and defensible values back into channel and budget decisions.
Ways to work together
Start with the level of support the problem needs.
No pre-set finance marketing package. The engagement should match the constraint, the team and what can realistically be improved.
Financial services growth audit
A full review of advertising, landing pages, measurement, CRM stages, lead handling and the path to revenue.
A ranked action plan based on likely commercial impact.
Paid advertising management
Hands-on management across paid search and paid social, with creative, audiences, landing pages, product economics and downstream lead quality considered together.
Paid channels working as one acquisition system.
Ongoing growth advisory
Direct access to Matt for prioritisation, measurement decisions, experiment design and difficult growth questions.
Senior input without a junior hand-off or extra management layer.
Relevant experience
Senior ownership in a competitive lending market.
One verified example from the experience already shared with We Know Growth—kept factual, anonymised and free of invented metrics. It demonstrates depth in paid search, not the limit of the wider digital-marketing approach.
The company needed an experienced owner for paid search in a fiercely competitive lending market.
We took charge of paid search and worked with the team to improve landing pages, test ads, connect sales data and judge lead quality beyond the original form submission.
Advertising decisions were based on the customers and revenue generated—not clicks or lead volume alone.
Free tools for a clearer starting point
Pressure-test the economics and the measurement.
These tools help expose two common financial-services growth problems: not knowing what a lead can afford to cost and not knowing whether advertising can see which leads create value.
Lead economics
Lead Generation Profitability Calculator
Connect acquisition cost, qualification, close rate and customer value to estimate true CAC and an affordable CPL.
Calculate what a lead is worthMeasurementMeasurement & Offline Conversion Readiness Audit
Check lead definitions, scoring, CRM stages, conversion feedback and whether the data is ready to influence bidding.
Run the readiness auditGrowth inside real-world constraints
Compliance cannot be bolted on after the campaign is built.
Financial-services growth involves more than adding a disclaimer. Product claims, eligibility, disclosures, targeting, verification and landing pages need to work as one system—and the requirements change between products, platforms and markets.
Approvals can slow learning to a crawl
When every small change enters the same review queue, useful tests wait behind higher-risk product and legal decisions.
The ad and destination must tell one story
Offers, claims, disclosures, eligibility and page content need to stay aligned as campaigns, products and landing pages change.
One market does not create a global template
Verification, targeting, product restrictions and local obligations vary by platform, product and the countries being targeted.
How We Know Growth keeps work moving
Put the guardrails into the growth process.
We work with the client’s legal, compliance and product owners to turn approved boundaries into a usable marketing system. The aim is not to bypass review. It is to reduce avoidable rework and keep legitimate learning moving.
- 01
Map the approval path first
We identify who owns platform policy, legal review, product accuracy and final approval before campaigns or tests begin.
- 02
Build reusable guardrails
We work with approved claims, disclosure patterns, offer rules and page components so every test does not restart from zero.
- 03
Separate tests by risk
Lower-risk changes can move quickly while material product, eligibility and claim changes follow the right review path.
- 04
Adapt market by market
We apply the client’s local legal guidance and the relevant platform rules instead of assuming an Australian, US or UK approach travels everywhere.
Worldwide platform referencesGoogle financial products and services policy Google verification markets and regulators
Platform rules are only one input. Each client supplies the qualified local guidance required for the markets it targets.
Straight answers
Financial services marketing questions.
What the work covers, which signals matter and where We Know Growth fits.
What does financial services marketing include?
It includes the acquisition and conversion work used by lenders, brokers, advisers, insurers, fintech businesses and comparison platforms. For We Know Growth, that can include paid search, paid social, creative, landing pages, content, lifecycle follow-up, measurement, lead handling and the connection between marketing activity and customer revenue.
Which paid channels does We Know Growth manage for finance businesses?
We Know Growth can manage paid search across Google and Microsoft, paid social across platforms such as Meta and TikTok, and the creative, landing-page and measurement work around them. The right mix depends on whether the job is to capture existing demand, create consideration, re-engage prospects or support a longer sales journey.
How can a finance business improve lead quality?
We start by defining quality using real downstream outcomes. We then compare products, search terms, campaigns, pages, locations and follow-up against qualification, approval, settlement or customer value. That shows whether the constraint begins with targeting, the offer, the landing journey, measurement or the sales handover.
Which conversion stages should be sent back to advertising platforms?
We choose the closest outcomes to revenue that are defined consistently, captured reliably and occur often enough to support useful learning. That might include qualified applications, attended appointments, approvals, funded customers or issued policies. The correct stages depend on the business model and sales volume.
Can this work when the customer journey takes several months?
Yes, but the measurement plan usually needs both earlier and later signals. An earlier qualified stage can provide timely feedback, while approved, funded or won outcomes show whether that signal predicts real commercial value. Both should be checked against actual results over time.
Does We Know Growth provide financial compliance advice?
No. We Know Growth works within each client's legal and compliance process and can help make marketing reviews more practical, but legal interpretation and final approval remain with the client and its qualified advisers.
What is the best first engagement?
A growth audit is usually the best place to start when the underlying constraint is unclear. If the problem is already well defined, a focused project or paid advertising engagement may be more appropriate. The free discovery call is used to decide whether there is a sensible fit.
Start with a conversation
Let’s find what is stopping more enquiries becoming valuable customers.
Tell us what is working, where customers drop out and what you want to improve. The call is free, practical and without obligation.