Case Study: Accelerating Lead Generation for Fintech Through a Multi-Platform PPC Strategy

Client: Fintech

Industry: SaaS - Global Incorporation & Compliance Automation

Campaign Duration: January - March 2025

Background

Fintech is a sophisticated platform that empowers businesses to manage international company incorporation, compliance, and tax filings with ease and accuracy. Operating across multiple jurisdictions, the platform serves a niche audience of finance, legal, and operational professionals who require seamless solutions for complex cross-border regulations.

Seeking to expand their footprint in key markets such as India, Singapore, and the UK, Fintech aimed to build a high-quality pipeline of demo requests and qualified leads to support their sales growth and product adoption goals.

Objectives

The primary objective was to generate a steady and scalable flow of qualified leads that could be seamlessly integrated into Fintech’s sales process. In addition, the campaign sought to:

  • Engage and educate a professional audience unfamiliar with the product
  • Deliver cost-effective lead acquisition while maintaining lead quality
  • Utilize the unique strengths of multiple advertising platforms to reach diverse segments within the target markets
  • Gain actionable insights from each platform to optimize budget allocation and maximize return on investment

Strategy

To address the challenges of reaching a B2B audience with complex needs on a variety of platforms, we developed and executed a tailored PPC strategy spanning Meta (Facebook & Instagram), Google Ads, LinkedIn, Reddit, and X (Twitter).

The approach was to create focused campaigns on each platform with specific optimizations to match platform capabilities and audience behaviors. By doing so, we ensured:

  • Lead capture methods aligned with user expectations and platform standards
  • Campaigns were dynamically optimized using real-time data to improve lead quality and cost efficiency
  • Geographic targeting and budget allocation reflected the markets with the highest engagement and potential
  • Messaging emphasized Fintech’s core benefits—simplicity, compliance automation, and international reach—adapted subtly for each channel’s audience

Execution

We integrated all lead capture points with their CRM to centralize tracking, nurture leads, and give the client real-time visibility into campaign performance. This integration enabled seamless lead flow from multiple platforms into Fintech’s sales pipeline, allowing for prompt follow-up and qualification.

Throughout the campaign, we closely monitored performance metrics and user engagement to refine targeting parameters, adjust bids, and reallocate budgets toward the highest-performing segments.

The campaign utilized native lead forms where available to minimize user drop-off and maximize conversion efficiency. In platforms lacking native lead generation, optimized landing pages ensured a smooth and persuasive user experience.

Regular testing of creative assets and messaging was conducted to identify top performers, with underperforming ads paused or refined to maintain campaign effectiveness.

Business Impact

This multi-platform PPC initiative successfully enabled Fintech to build a diversified lead funnel that balanced volume with lead quality. The campaign’s structured yet flexible approach allowed the client to:

  • Engage multiple professional segments across different channels, reaching decision-makers and influencers in legal, finance, and operations roles
  • Maintain a consistent cadence of qualified leads to nurture within their sales funnel
  • Utilize HubSpot’s tracking and reporting features to gain clear, actionable insights into campaign performance across platforms
  • Support international growth ambitions by tailoring the campaign to regional market dynamics and behaviors

Lead Growth Over Campaign Duration

The PPC campaigns demonstrated consistent and sustained growth in lead volume over the course of the campaign period. Starting from a modest base, lead generation steadily accelerated as optimizations and targeting refinements took effect across platforms.

With continuous data-driven adjustments and strategic budget allocation, the lead count climbed gradually, reflecting improved campaign efficiency and stronger audience engagement.

By the end of the campaign, the cumulative number of qualified demo leads reached the milestone of 2,000, underscoring the effectiveness of the multi-platform PPC strategy in scaling lead acquisition while maintaining quality.

Conclusion

By leveraging the combined power of multiple PPC platforms with a clear and consistent campaign framework, integrated seamlessly with HubSpot for lead tracking, Fintech significantly enhanced its lead generation capabilities. The strategy’s adaptability and focus on quality positioned the company for sustainable growth, demonstrating the value of integrated yet platform-tailored digital marketing in the B2B SaaS space.

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