Fintech and Payments

Expert human-led, AI-supported

Qualified pipeline for fintech and payments.

High CPCs, fraud, unreachable leads and long sales cycles make fintech paid media unforgiving. Our senior specialists optimize to opportunities and closed deals inside your CRM, with AI agents trained on our strategies watching every account daily.

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ContactsDealsMarketingReportsAutomations

Sales pipeline

This quarterCreate deal

Pipeline value$3.1M▲ 28%

MQL to SQL34.2%▲ 6.1 pts

Closed won$482K▲ 12.4%

Deals created by weekPaid search + paid social

Deal nameOwnerStageAmount

Halcyon LogisticsRyan MitchellClosed won$96K

Brightpath HealthMarcus ChenProposal$42K

Kestrel LabsAlicia LaneDemo booked$28K

Featured result · B2B workforce SaaS Case study

Opportunities up 84% in 60 days.

+84%

Opportunities in 60 days

-40%

Cost per opportunity

+7 pts

Close rate

725

Leads in a record month, 33% close rate

Read the full result

$150M+Ad spend managed

$1.2BRevenue generated

Expert human-led, AI-supported.

01The problem

In fintech, a bad lead costs more than a lost click.

Expensive clicks.

Payments and lending keywords are some of the most competitive in search, and platform updates can push costs up overnight.

Leads you cannot reach.

In one fintech account, 50% to 60% of leads were still unreachable after 21 days, which hid the true performance of every campaign.

Bots and fraud.

Junk and bot traffic inflate lead counts and waste sales time.

Volume over quality.

Agencies chase lead volume while your sales team needs SQLs, opportunities and closed merchants or customers.

02How we help

Built for pipeline quality, not lead volume.

Every part maps to the Ascenditt Growth Stack: senior experts lead, AI agents trained on our strategies do the supporting work, and every change is reviewed by an expert.

L1 Experts L2 AI agents L3 App layer L4 Services Paid ads

See how the Growth Stack works

L1 Experts

Human experts lead.

Senior specialists who know fintech buyers set the strategy, own the pipeline targets and adjust quickly when platforms change. When a major Google bidding update pushed accounts into learning mode in August 2026, our experts adjusted bidding before official guidance was published.

L3 App layer

We work inside your CRM.

We sync the CRM with the ad platforms, separate unworkable leads, and bid on SQLs and opportunities so the platforms learn what a qualified lead looks like.

Paid ads

Lead quality controls.

Longer forms and qualifying questions, honeypot fields, bot blocking and pre-CRM validation options (email, phone, IP and VPN checks).

L2 AI agents

AI agents do the groundwork.

Daily account audits and flags in minutes instead of two days, plus negative keyword sweeps and data integrity checks, all reviewed by an expert.

L4 Services

Landing pages that convert.

A proven fintech landing page format converted at 2x to 3x the industry average, and our in-house team builds new pages in hours, not weeks.

L3 App layer

Argoss and Cpgn Hub support it all.

Clean conversion data from Argoss, and every sprint, test and result in Cpgn Hub, our project management and campaign operations tool.

03Capabilities

What we run for fintech teams

Explore performance marketing

Google search, brand and competitor strategy

Account consolidation and mobile bid strategy

Value-based bidding on SQLs and opportunities

Lead validation, bot blocking and fraud filtering

LinkedIn and firmographic CTV for B2B fintech

Meta and YouTube retargeting

CRM integration and pipeline reporting with Argoss

Landing page development and conversion rate optimization (CRO)

Content offers and ROI calculator campaigns

AI search (AEO) visibility tracking

04Proof

Real results from real accounts.

Featured case study · B2B fintech lead generation, growth stage

Opportunities up 84% in 60 days.

We consolidated the Google account into fewer, stronger campaigns, added a mobile bid strategy, culled weak segments, ran AI negative keyword sweeps, blocked bots and added firmographic CTV and Meta retargeting. Close rate rose 7 points and cost per opportunity fell 40%. A record month delivered 725 leads at a 21.5% conversion rate and a 33% close rate. Bot blocking saved about $1,400 in month one.

+84%

Opportunities in 60 days

-40%

Cost per opportunity

+7 pts

Close rate

725

Leads in a record month, 33% close rate

B2B payments infrastructure

Leads from 42 to 76 in one month (+81%) with CPL cut in half; SQLs from 2 to 6 and opportunities from 2 to 4 month over month; brand campaign CTR of 36% at a sub-$100 CPL.

Fintech SaaS

A 657% increase in SQLs after a full Google rebuild with a proprietary landing page format converting at 2x to 3x the industry average.

B2B SaaS, global mid-market

A CRM-integrated audience doubled the CTV audience to 11k, lifted match rate to 44% and cut CTV CPA about 50%.

B2B SaaS, growth stage

LinkedIn ebook CPL about $90 at a 32% conversion rate against a roughly $300 benchmark.

B2B services, enterprise buyers

$17.3M in new deal value from a push and pull program with landing page testing.

B2B event services

Google CPA down more than 50% in a month (about $1,400 to $526).

Client names kept confidential.

See all fintech case studies

05FAQ

Questions we hear from fintech teams

Do you work with B2B fintech, consumer fintech or both?

Most of our fintech work is B2B (payments, merchant services, financial software), and the same pipeline-first approach applies to other financial services.

How do you handle lead quality?

We optimize to SQLs and opportunities, add qualifying questions, block bots and can add pre-CRM validation, and we track unworkable leads separately so you see real performance.

What happens when Google changes its bidding?

Your experts watch daily audits and flags and adjust quickly, often before official guidance is published.

Do you build compliant landing pages?

We build and test landing pages in-house and work with your compliance team on the claims and disclosures you require.

How is AI used on our account?

AI agents trained on our strategies run audits, sweeps and checks and draft first versions of campaigns and pages. A senior expert reviews and approves every change.

Find the leaks in your fintech pipeline.

Request a free 108+ point audit of your ad accounts, tracking and lead quality from a senior paid media expert.

Request an Audit Talk to us

Your audit opens on the B2B track.