Fintech app Truist

We grew a fintech app user base efficiently, converting installs into active account holders and cutting CAC by more than half.

Platform: iOSAndroid
Channels: MetaGoogleTikTok
Strategies: User acquisitionRetargeting

Objective

Truist needed to stand out in a crowded fintech market and attract quality users who complete registration, balancing growth against retention while keeping tracking accurate enough to optimise spend.

The core challenges we solved

01
Market competition
Differentiating in a saturated fintech space where acquisition costs run high and user expectations are demanding.
02
Quality users, not just installs
Finding people who go past the download to complete account registration and stay engaged afterwards.
03
Growth against retention
Pairing efficient scale with durability, to build sustainable value rather than churn through new users.
04
Tracking and targeting
Keeping conversion measurement and audience targeting sharp enough to optimise spend and improve return.

Our approach

Step 01
Multi-channel acquisition
Campaigns ran on Meta, Google and TikTok aimed at users interested in financial education and savings tools, with each channel given a distinct role in the funnel.
- Cross-platform campaigns across Meta, Google and TikTok
- Audience behaviour and intent analysis per channel
- Messaging built on financial education and savings
Step 02
Funnel optimisation
The user journey was refined through better conversion tracking and funnel visibility. Continuous testing surfaced drop-off points, which drove fixes to onboarding, messaging and calls to action.
- Conversion tracking rebuilt for full funnel visibility
- Drop-off points identified and closed
- Onboarding flow improved against registration rate
Step 03
Creative testing and monetisation
Multiple ad formats were built and tested around simplicity and trust. Financial wellness messaging lifted engagement and brand perception, and pairing creative testing with monetisation analysis improved retention and account value.
- Multi-format ad testing built around trust
- Financial wellness education as the creative spine
- Long term account value optimised alongside CAC