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Case Study | Financial Services

Driving Deep Funnel Actions with Value-Based Bidding

Driving Deep Funnel Actions with Value-Based Bidding

Challenge

A top investment client optimized its media strategy using account registration signals in Google Marketing Platform (GMP). While this boosted account registrations, it didn’t drive their core KPI: brokerage account deposits. They needed an approach that better aligned with their true goal.

How it works

  • Syncing internal user IDs with Google via Match ID.
  • Ingesting and transforming offline deposit data weekly in Snowflake.
  • Automating uploads using Offline Conversion Ingestion tool.
  • Feeding deposit values into CM360 as a new optimization signal.
  • Testing Value-Based Bidding in SA360 to improve performance.

Outcomes

  • +65%
    lift in average deposits
  • +15%
    lower cost per deposit