PerformAInce.ai
Case Studies

Real Results for Real Financial Services Businesses

From insurance carriers to fintech startups, here's what AI-powered performance marketing actually delivers.

InsuranceRegional P&C Carrier

The Challenge

A mid-size property and casualty insurer was spending $2.1M annually on digital acquisition with declining conversion rates and rising CPAs. Their existing agency had no financial services compliance expertise.

The Solution

We rebuilt their entire digital acquisition stack — new audience models trained on their best policyholders, compliant creative across search and programmatic, and real-time optimization against bound policy value (not just clicks).

"PerformAInce.ai didn't just improve our numbers — they rebuilt how we think about digital acquisition entirely."

— VP of Marketing, Regional P&C Carrier

The Results

3.8x
ROI improvement
62%
CPA reduction
41%
Increase in bound policies
FintechDigital Lending Platform

The Challenge

A fast-growing digital lender needed to scale from 5,000 to 50,000 funded loans per month without proportionally scaling their marketing spend — and without triggering TCPA violations.

The Solution

We deployed our intent-scoring models to identify borrowers in active need, activated compliant campaigns across 6 channels simultaneously, and built a real-time optimization loop tied directly to funded loan value.

"We hit our 10x volume target in 8 months. The compliance piece alone was worth the partnership."

— Chief Growth Officer, Digital Lending Platform

The Results

10x
Volume scale achieved
44%
Lower cost per funded loan
0
TCPA violations
BankingCommunity Bank

The Challenge

A community bank with strong local brand recognition was losing deposit and loan customers to digital-native competitors. Their marketing was entirely brand-focused with no performance measurement.

The Solution

We introduced performance marketing discipline — audience modeling from their existing customer base, acquisition campaigns tied to account opening and funding events, and full attribution from impression to funded account.

"We finally have a clear line from marketing spend to new deposits. That visibility changed everything."

— CMO, Community Bank

The Results

287%
Increase in new account openings
2.1x
Deposit growth from digital
58%
Reduction in cost per new account

Your Results Are Next

Every engagement starts with a 30-minute strategy session where we map out what performance looks like for your specific market.