How we work with companies in financial services and FinTech

  • PayPal
  • money.co.uk logo
  • Bupa
  • eway-logo-hr
  • LLoyds Banking
  • General Electric
  • gohenry-logo-hr
  • Halifax
  • Xero
  • domestic-and-general-logo-hr
  • aag-logo-hr
  • bank-of-scotland-logo-hr

Some of our clients in financial services.

Silicon Valley is coming … There are hundreds of startups with a lot of brains and money working on various alternatives to traditional banking.”
—Jamie Dimon, CEO of JP Morgan (source).

Most incumbents will struggle to transform themselves fast enough to be able to compete with the start-ups and risk getting pushed back down the value chain.”
—Antony Jenkins, former CEO of Barclays (source).

Our Financial Services team has helped to grow the following organizations:

  • FinTech startups (including Xero and goHenry)
  • Traditional banks (including Lloyds Banking Group, Bank of Scotland, GE Money, American Advisors Group and Halifax)
  • Insurance companies (including Domestic & General and Bupa)
  • The world’s leading Silicon Valley companies (including Google, Apple, Amazon and Facebook).

We understand the opportunities, challenges and threats that are specific to this sector. We have developed a unique methodology that is proven to identify them, and then to address them, delivering huge growth for our clients (we’ve included some examples below).

How we help financial services companies

We help clients to achieve the following:

  • Speed up time-to-market. Reduce the time it takes to plan, test, get stakeholder approval, and then launch new marketing initiatives and messaging.
  • Optimize the customer experience of websites and apps. Make it easier for prospects to complete application forms, make payments, and become customers.
  • Use mobile devices for lead generation and customer retention. Optimize cross-device account creation, verification and security procedures, and in-app messaging.
  • Reduce customer-service calls and complaints, and incorporate web-based self-service platforms. Measurably reduce the number of customers who abandon online sales funnels, inundating contact centers with calls.
  • Reduce advertising risk and marketing risk. Before a new campaign goes live, find out if it will increase—or reduce—sales. Test new marketing campaigns—and products and services—by leveraging analytics, research and experimentation.
  • Map the entire customer journey, identifying and prioritizing which touchpoints are bottlenecks that need improvement.
  • Test and optimize pricing models. Promote loans, mortgages, credit cards and accounts across channels—and across devices—with minimal drop-out.
  • Increase market share. Stop visitors and customers from being lost to competitors. Counter the threat of startups, by becoming more digital-centric. Plan for international expansion, by increasing the certainty of launching successfully. Identify opportunities for growth that need no additional budget.
  • Improve the return on investment (ROI) from existing advertising and marketing budgets.
  • Create a culture of customer-centric decision-making. Know when—and how—to A/B-test marketing propositions.

Interviews with our financial clients

You will see growth in your business. You will get a return on your investment,” says goHenry, a financial services technology (FinTech) company that combines web and mobile apps. See the full interview here.

We’ve seen an overall lift of 50%+, so it has more than exceeded what our initial goal was,” says American Advisors Group (AAG), America’s largest provider of reverse mortgages. See the full interview here.

Conversion rate optimization is essential … Working with Conversion Rate Experts has been great,” says PayPal. See the full interview here.

Conversion Rate Experts were looking for monumental wins, and suggested big changes across our business. They recommended, and helped us to build, what became the second-busiest financial community in the UK,” says money.co.uk, one of the UK’s fastest-growing private companies. See the full interview here.

Some of the successes we have had for clients in financial services

  • +214% customers to buyers
  • +131% visitors to buyers
  • +78% customers via Facebook
  • +71% visitors to sign-ups
  • +45% visitors to qualified leads
  • +42% visitors to sign-ups
  • +41% visitors to qualified leads
  • +38% click-through rate (CTR)
  • +36% visitors to subscribers
  • −33% cost-per-acquisition (CPA)
  • +32% visitors to qualified leads
  • +29% visitors to sign-ups
  • +27% visitors to sign-ups
  • +24% visitors to leads
  • +23% homepage visitors to subscribers
  • +23% visitors to buyers
  • +22% visitors to leads
  • +18% visitors to registrations
  • +17% leads to buyers

What you should do now

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All of our articles are subject to our Testimonial Protocol, which is described here.

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