Case Study: a leading financial services institution achieves a 68% reduction in CPA with Basis Technologies

Leading Financial Services Institution - Customer Case Study

Basis Technologies worked with a leading financial services institution that wanted to drive checking account and credit card applications but faced limited transparency into working media budgets, lacked backend optimization algorithms, and had no day-to-day campaign servicing due to team attrition. Basis Technologies provided campaign management and targeting services to address these gaps.

Basis Technologies educated the client, reallocated budgets across 55 targeting tactics tied to behavioral attributes, and supplied a dedicated team with weekly performance reviews and reporting insights. The work delivered 15% more working media, a CPM of $6.63 versus $8.88 with the previous partner (about 25% more efficient), and a 68% decrease in CPA.