Turn cautious prospects into funded customers

It depends on your product, your regulator, and your ad budget. Most BFSI engagements pair a monthly retainer with media spend, and the number that matters is not the fee, it is the cost per funded customer against lifetime value. A funded account or renewed policy pays back over years, so a higher cost per lead can still be cheap. We size both on the first call before quoting anything.

Yes, with conditions. Google and Meta both restrict financial-services advertising, and lenders, insurers, and investment products face extra verification and disclosure requirements. We build campaigns inside those ad policies and the relevant regulator rules, so accounts are not suspended and ads are not rejected. Getting this right is most of the work.

Yes, and you must. SEBI and AMFI prohibit assured or guaranteed return claims, and require the "mutual funds are subject to market risk" disclaimer. We market on trust, track record, goal-based outcomes, and education instead of returns promises. It converts better with serious investors anyway, because it reads as credible rather than salesy.

By treating the application as the highest-leverage conversion surface, not an afterthought. We map where applicants abandon, then rebuild the flow into guided steps with a lighter KYC and document-upload experience. One fintech lender we worked with lifted completion from 23% to 61% and cut KYC drop-off from 68% to 29% this way.

With high-intent search and lookalike audiences off your real funded customers, not the cheapest possible click. We score leads for intent and eligibility before they reach your sales team, and contact them in seconds with compliant WhatsApp follow-up. The goal is fewer, better conversations that actually fund, not a flood of leads that never convert.

Yes. We build to the RBI Digital Lending Guidelines: the lender is clearly identified, loan terms and the annualised cost are transparent, and the disclosures borrowers are owed are present. We avoid the misleading "instant loan, no questions" framing that draws regulatory attention, because a pulled campaign costs more than it earns.

NRIs are a high-value segment for wealth, insurance, and deposits, reached with geo-targeted campaigns and FEMA-aware messaging about what they can hold. Tier 2 and 3 India is increasingly where lending and insurance growth is, and it rewards vernacular creative and WhatsApp-first journeys. We build for both rather than assuming a metro, English-first buyer.

We connect your ad platforms to your CRM and core system, so a funded account, an issued policy, or a started SIP is tied back to the campaign that produced it. That gives you a real cost per funded customer and a CAC you can hold against lifetime value, instead of a cost per lead that hides whether the money ever converted.