The short answer
A lender grew monthly account creation from 855 to 2,456 over four months while holding its budget at $50,000 a month, for 6,830 new accounts in total. Account creation grew 1.5x month over month on average, and customer acquisition cost fell almost threefold.
Results over four months. Account creation is a separate milestone from completed applications and funded business.
Can a lender open more accounts without a bigger budget?
The lender advertises home equity lines of credit and other credit products in a saturated, highly competitive market. It wanted to grow its customer base by opening more new accounts, without raising its $50,000 monthly budget.
Account creation started modestly, at 855 in the first month. Growing it on the same budget meant finding and reaching the right people precisely.
Before Demand Local
- 855 new accounts in the first month of the campaign.
- A fixed budget of $50,000 a month.
- A saturated, highly competitive market, where precise targeting decides who wins the customer.
Which audiences did the campaign use?
- 01Build from existing dataDetailed profiles of ideal customers, built from the lender's own data.
- 02Add lookalikesNew prospects who closely resemble the lender's current customers.
- 03Target on The Trade DeskFirst-party and third-party audiences ran together, with AI enrichment on The Trade Desk.
- 04Refine as results arriveCreative and targeting were updated continuously from performance data, so the campaign kept learning.
How did account creation grow month by month?
Monthly account creation grew from 855 to 2,456 while the budget stayed at $50,000 per month.
- Month 1: 855 new accounts.
- Month 2: 1,319 new accounts.
- Month 3: 2,200 new accounts.
- Month 4: 2,456 new accounts.
What did each new account cost?
- 6,830 new accounts across the four months.
- Account creation grew 1.5x month over month on average.
- Customer acquisition cost fell almost threefold, to about a third of where it started.
- More consistent messaging, which also made the lender's other channels more efficient.
Questions about this case study
- What results did the lender get?
- Over four months on a flat $50,000 monthly budget, monthly account creation grew from 855 to 2,456 and the campaign generated 6,830 new accounts, while customer acquisition cost fell almost threefold. Account creation is a separate milestone from completed applications and funded business.
- Which channels can financial services teams use?
- CTV, streaming audio, online video, display, search, social and digital out of home. We recommend the mix based on your audience, budget and acquisition goals.
- Will our first-party data be resold?
- No. Your first-party data is never resold. We review data access and matching requirements with your team during setup.
