Fintech Lead Generation

How Tech Ad Helped Finovex Scale Qualified Demo Requests by 312%

Client Overview

Finovex is a B2B fintech company offering AI-powered financial operations software for mid-market and enterprise finance teams. Their platform helps CFOs automate accounts payable workflows, reduce reconciliation errors, and improve financial forecasting.

The company had a strong product and sales team, but struggled to generate consistent, high-quality inbound leads from paid advertising.

That’s when they partnered with Tech Ad.

The Challenge

Before working with Tech Ad, Finovex faced several growth bottlenecks:

  • Rising Google Ads costs with declining lead quality
  • Low conversion rates on landing pages
  • Broad targeting attracting unqualified traffic
  • Poor visibility into which campaigns generated pipeline
  • Limited remarketing strategy
  • No integration between CRM and ad platforms
  • Underperforming LinkedIn campaigns

The company needed a scalable paid acquisition strategy focused on pipeline growth — not vanity metrics.

Objectives

Tech Ad was hired to:

  • Increase qualified fintech demo requests
  • Reduce cost per acquisition (CPA)
  • Improve lead-to-opportunity quality
  • Build a scalable B2B demand generation engine
  • Improve attribution and conversion tracking
  • Increase pipeline contribution from paid media
Our Process

Strategy & Execution

1. Full Funnel Campaign Restructure

Tech Ad rebuilt the entire paid media account structure around buyer intent and funnel stages.

New Campaign Segmentation Included:

  • High-intent search campaigns
  • Competitor targeting campaigns
  • CFO and finance leadership campaigns
  • Industry-specific fintech campaigns
  • Retargeting campaigns
  • LinkedIn ABM campaigns
  • Demo-focused landing page funnels

This created significantly better budget control and audience targeting.

2. High-Intent Google Ads Strategy

We focused heavily on bottom-of-funnel fintech keywords with strong purchase intent.

Examples Included:

  • “AP automation software”
  • “fintech workflow platform”
  • “financial operations automation”
  • “enterprise reconciliation software”
  • “accounts payable AI software”

We also built separate campaigns targeting:

  • CFO software searches
  • ERP integration keywords
  • Competitor brand searches
  • Industry-specific financial operations queries

Negative keyword architecture was implemented aggressively to eliminate irrelevant traffic.

3. Conversion Tracking & Revenue Attribution

One of the largest issues was inaccurate reporting.

Tech Ad implemented:

  • GA4 conversion tracking
  • CRM-to-Google Ads offline conversion imports
  • Enhanced conversions
  • HubSpot integration
  • Multi-touch attribution reporting
  • SQL and opportunity-stage tracking

This allowed campaigns to optimize toward qualified pipeline instead of raw lead volume.

4. LinkedIn Demand Generation

Tech Ad launched targeted LinkedIn campaigns focused on:

  • CFOs
  • Finance Directors
  • Controllers
  • VP of Finance
  • Operations executives

Audience Layers Included:

  • Company size targeting
  • Industry targeting
  • Job seniority filters
  • ABM account lists
  • Website remarketing audiences

Campaigns promoted:

  • Demo offers
  • Industry reports
  • ROI calculators
  • Fintech webinars
  • Case study assets

5. Landing Page Optimization

We redesigned the lead generation funnel to improve conversion rates.

Improvements Included:

  • Stronger enterprise-focused messaging
  • Shorter lead forms
  • Social proof placement
  • Customer logos
  • Product screenshots
  • Clear ROI-focused CTAs
  • Faster page load speeds
  • Mobile-first optimization

A/B testing was continuously performed across headlines, forms, and CTA sections.

Results After 6 Months

Performance Growth

Metric

Before Tech Ad

After Tech Ad

Monthly Qualified Leads

38

157

Cost Per Qualified Lead

$410

$162

Demo Conversion Rate

2.1%

6.8%

SQL Volume

14/month

61/month

Paid Media Pipeline

$74K

$612K

CTR

1.9%

5.4%

Landing Page Conversion Rate

2.7%

8.1%

Key Wins

312% Increase in Qualified Demo Requests

Finovex dramatically increased inbound demand from finance decision-makers while improving lead quality.

60% Reduction in Cost Per Qualified Lead

Better targeting and conversion optimization significantly reduced acquisition costs.

Stronger Sales Alignment

CRM integrations allowed the sales team to identify which campaigns generated real revenue opportunities.

Scalable Enterprise Growth Engine

The new campaign structure provided a predictable framework for scaling paid acquisition globally.

What Made The Campaign Successful

Tech Ad’s fintech marketing approach focused on:

  • Revenue-focused optimization
  • High-intent B2B keyword targeting
  • Enterprise messaging
  • CRM attribution accuracy
  • Funnel optimization
  • Continuous A/B testing
  • Audience segmentation
  • Multi-platform retargeting

Instead of optimizing for cheap clicks, campaigns were optimized for pipeline quality and sales outcomes.

Services Provided

Tech Ad delivered:

Get Started

Looking To Scale Your Fintech Company?

Tech Ad helps fintech companies generate qualified pipeline through data-driven paid advertising strategies designed for scalable growth.

Whether you’re targeting CFOs, finance teams, enterprise buyers, or SaaS decision-makers, Tech Ad builds campaigns focused on revenue — not vanity metrics.

Ready to grow your fintech pipeline?

Contact Tech Ad to discuss your lead generation goals today.