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Financial Industry Marketing Case Study: A Facebook Ads & Google Ads Strategy to Increase Leads and Optimize Conversion Costs.

Financial Industry Marketing Case Study: A Facebook Ads & Google Ads Strategy to Increase Leads and Optimize Conversion Costs.

Financial Industry Marketing Case Study: A Facebook Ads & Google Ads Strategy to Increase Leads and Optimize Conversion Costs.

Thông tin doanh nghiệp

Company Information

Tên doanh nghiệp

Company Name

D

Ngành nghề

Industry

Finance

Nội dung hoạt động

Business Description

Money lending services (targeting Vietnamese customers)

Financial Industry Marketing Case Study: A Facebook Ads & Google Ads Strategy to Increase Leads and Optimize Conversion Costs.

Điểm nổi bật

Key Highlights

  • The CPA through the registration form improved by approximately 66%.
  • Successfully attracted high-quality users, with a contract signing rate exceeding the company’s average.

Thách thức

Challenge

Since its establishment, the company has not been able to recruit dedicated marketing personnel. As a result, advertising operations have been primarily handled by the director without a clear strategic direction.Due to time constraints, although Facebook advertising has continued to be implemented and managed, there has been limited focus on data analysis or developing improvement strategies. Advertising performance has not shown growth, and the number of inquiries has plateaued.In a situation where the return on investment is not clearly visible, time continues to pass while operations remain reactive and lack a long-term direction.

Giải pháp

Solution

Google Search & Display – In-Depth Search Intent Analysis

User search intent was categorized into three groups: Brand / High-intent / Generic. Based on this classification, the budget was prioritized for keywords with high conversion rates and strong cost efficiency. As a result, Search campaigns have operated steadily and become the primary conversion channel.
For Display advertising, its role was limited to awareness objectives such as expanding reach and supporting remarketing, thereby optimizing the overall advertising budget.

Facebook Ads – Creative Diversification and Validation

The creative strategy focused on capturing the attention of high-potential users. Specifically, the banners were developed around the theme of electric motorbikes — a growing trend in the Vietnamese market. Beyond simply attracting attention, the creatives clearly communicated the core message related to borrowing needs, thereby driving higher-quality users.
Although there were some cases of misunderstanding, where users assumed the ads were promoting electric motorbike sales, conversion metrics remained positive, and the final CPA achieved a 66% reduction compared to the initial level.
In addition, in line with the requirement not to drive traffic to the company’s website, the conversion flow was optimized to be completed entirely within the platform through Messenger and Lead Ads.

Kết quả

Results

The overall CVR reached 12.5%, exceeding the company’s average contract signing rate.
Notably, in an unstable operating environment — where active campaigns could be suddenly suspended — detailed daily report analysis combined with close coordination with the client helped ensure that advertising activities remained aligned with the latest platform policies.

Tổng kết

Summary

Platform Limitations:

Due to the nature of the industry, both Google and Facebook enforce strict policies, resulting in the risk of ads being suddenly suspended from delivery. At the same time, there are significant restrictions on the keywords and messaging that can be used.

Cost and Conversion Quality Challenge:

The company maintains strict sales and approval standards, meaning that many users who have borrowing needs still fail to pass the screening process. Therefore, the objective is not only to increase volume but also to improve the quality of users who are more likely to sign contracts.

After graduating from the Department of Maritime Science at Kobe University in 2022, I joined DYM Co., Ltd. as a new employee. During my university years, I was a research student in the Natural Sciences, majoring in Electronic Physical Engineering. While primarily conducting research on optical materials, I also worked as a business intern at an advertising agency. Since 2024, in my role as the person in charge at DYM VIETNAM, I have established the advertising agency business in Vietnam and handled a variety of tasks, ranging from product design to client proposals.

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