Reducing Cost per Acquisition by 71% While Increasing Lead Volume by 25%

MoneyOwl and KPI Media agreed to develop a full-funnel marketing strategy, from brand awareness through lead acquisition. Financial products require a higher level of trust before customers are ready to take action. Thus, building familiarity with the brand was our first step. To stay visible and relevant to potential investors, we ran campaigns across multiple channels, including Google SEM, TikTok Ads, Facebook Ads, Programmatic Display, and Reddit Ads. Over nearly two years of collaboration, these efforts helped increase lead volume while significantly lowering the overall cost of acquiring new customers.

Client

MoneyOwl is a financial advisory and fund management company that helps customers plan and manage their insurance and investment portfolios online. The platform also provides educational resources, checklists, and tools to simplify financial planning. Recently, MoneyOwl was recognised as one of the Top Brands for Financial Literacy by Influential Brands, reflecting its commitment to improving financial awareness among consumers.

About

One of the biggest challenges was the tight competition in the financial services market. To address this, KPI Media focused on building a sustainable marketing strategy.

Our Approach & Strategy

To steadily improve performance, KPI Media focused on the following strategies:

- Funnel Marketing Strategy Design

We developed a full-funnel strategy aligned with MoneyOwl’s customer journey and campaign goals.

Market and competitor research helped us identify where potential audiences spend their time online and what financial topics interest them most.

- Budget Allocation Management

Budget allocation was adjusted dynamically depending on the campaign stage.

At certain periods, we prioritised brand awareness campaigns to build trust. At other times, the focus shifted to lead-generation campaigns to drive conversions.

- A/B Testing and Continuous Optimisation

Because the campaign ran across multiple platforms, we continuously tested creatives, ad copy, keywords, and audience segments.

These insights helped us refine the campaigns and identify the combinations that delivered the best results.

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Results

The campaign achieved strong performance improvements:

25% increase in lead volume year-on-year
71% reduction in average cost per acquisition

These results demonstrate how a well-structured funnel strategy can improve both efficiency and growth.

Conclusions

The partnership with MoneyOwl highlights the importance of a multichannel funnel strategy for financial services marketing. The channels we used were Google SEM, TikTok Ads, Facebook Ads, Programmatic Display, and Reddit Ads

Building trust in financial products takes time, which means the customer journey is often longer. With the right strategy, consistent optimisation, and strong platform expertise, brands can successfully guide audiences from awareness to conversion.

If you need a solid digital marketing advice on financial business, book your free consultation with our Chief Growth Officer now (value $250).

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