Finance & Trading
Qualified leads under financial promotion rules.
Lead volume looks healthy on paper while almost none of it funds an account, and every creative change needs compliance sign-off.
What makes this sector hard
Finance buyers are expensive and heavily regulated. We optimise for funded accounts, not form fills.
Compliance
Regulatory context we build for
The setup happens before the media plan. This is the part most DSP configurations get wrong.
Promotion approval
Every asset approved by an authorised person before it runs, with the approval logged per jurisdiction.
Risk warnings
Prescribed wording and loss percentages built into creative templates, not added as an afterthought.
Jurisdiction splits
Separate campaigns per regulator so a rule change in one market never pauses another.
Vulnerability signals
Debt and hardship contextual categories excluded from targeting.
Audience and targeting approach
Funded account as the event
Funding events are fed back into the DSP as the optimisation signal.
CRM suppression
Existing clients removed from acquisition budgets to protect cost per new account.
Experience filters
Targeting weighted to experienced-trader contexts where rules require it.
Typical KPIs and benchmarks
Placeholder ranges for orientation only we set targets against your own data before launch.
| Specification | Detail |
|---|---|
| Cost per funded account | £150–£400 |
| Lead to funded rate | 8–18% |
| Consideration window | 14–45 days |
| Compliance escalations | target zero |