Finance & Insurance
Acquisition cost optimized from the first impression to account opening.
From ad click to account opening: end-to-end tracking, real-time lead scoring, CPCO optimized.
From click to account: four indicators that separate illusion from reality
The cost per lead in Moroccan finance is artificially low when duplicates and non-bankable leads are not filtered out. A real CPL requires upstream deduplication and a qualification scoring model aligned with the bank's eligibility criteria.
The platform CPA never reflects the real acquisition cost of a banking client. Between the completed form and the opened account, the attrition rate often reaches 70-80%. Only a CPA reconciled with core banking gives an actionable number.
The sector's ultimate KPI. It integrates the full chain: media spend, lead processing cost, branch visit, KYC verification, and account activation. It is the only indicator that allows an objective comparison of channels against each other.
Every banking lead is tracked from ad click to account opening at the branch. Appointment, visit, validation, activation: each step is tied back to its source campaign. We know precisely which channels send prospects who sign.
Four metrics that drive the system
Six disciplines integrated across the banking acquisition cycle
Banking lead scoring & qualification
Every lead is evaluated in real time against the bank's eligibility criteria: risk profile, product of interest, geographic zone. Qualified leads are routed to the assigned advisors. Non-eligible leads are filtered out before entering the banking CRM.
Offline branch-to-account attribution
Connecting digital campaign data to the banking CRM to trace every lead from the ad click to the account opening at the branch. Each step is timestamped: first contact, branch visit, KYC verification, account activation. The offline-online reconciliation is daily and automated.
Budget allocation by product
Each financial product — consumer credit, mortgage, current account, insurance — has its own tracking and its own CPCO. Budget is dynamically reallocated toward the products and channels that generate opened accounts, not completed forms.
Competitive intelligence on banking offers
Continuous monitoring of competitor bank and insurer campaigns: promotional offers, advertised rates, ad messages, formats used. Automatic alerts on new financial product launches in the Moroccan market.
Regulatory-compliant creative production
Every creative respects the regulatory framework of the Moroccan financial sector: mandatory legal disclaimers, effective rates displayed, subscription conditions visible. Compliance is built into the production process, not verified after the fact.
Automated nurturing by product
Automated sequences adapted to the product of interest and the decision stage: post-simulation follow-up, branch invitation, required document reminder, post-appointment follow-up. The prospect advances through the subscription journey without depending on the advisor's availability.
Frequently asked questions
How do you manage regulatory compliance (BAM, AMMC) in campaigns?
Every creative, script and landing page is reviewed against BAM rules (banking products) and AMMC rules (savings/investment products). Legal is integrated from the creative brief — mandatory mentions, truthful interest rates, risk disclosures — which avoids production back-and-forth and platform suspensions.
Do you work with Moroccan banks and insurers?
Yes. We work with retail banks, credit institutions, insurers and fintech players in Morocco and Africa. Our attribution + CRM approach is particularly suited to long customer journeys and products with heavy compliance constraints.
How do you measure media impact on long-cycle products (credit, savings)?
Through an attribution pipeline that connects ad impressions to the bank or insurance CRM. We track conversion beyond the lead: actual subscription, KYC validation, account activation. Cost per opened customer (CPCO) replaces cost per lead, which is often misleading on these products.
Can you integrate on-site tracking (simulators, journeys)?
Yes — that is central. We tag the entire journey (credit simulator, appointment requests, file completion, KYC validation) with GDPR and Consent Mode compliance, with clean attribution between media channels and actual business actions.
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Optimize your customer acquisition cost in finance
A diagnostic of your current attribution architecture and a plan to achieve a real, controlled CPCO.
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