Full-funnel media for the longest purchase decision your customer makes
Nobody picks a bank, a lender, or an insurance provider on impulse. The path from first impression to funded account takes weeks or months, and most media programs only measure the last step. We build full-funnel systems that prove how every stage of that journey drives the final conversion.
Trusted by
Deep vertical expertise
We work with financial services brands across fintech, banking, insurance, and wealth management. The common thread is not just regulation or high CPMs; it is that your customer's decision takes longer than almost any other category. That means the connection between brand investment and downstream conversion is both harder to prove and more valuable to understand. We build the measurement system that makes it visible.
How we work in financial services
Full-funnel media architecture where brand-building and lead generation work as one system, because in financial services, the brand impression you make in month one determines the conversion you get in month three
Structured testing that goes beyond lead volume to measure what actually matters: lead quality, cost per funded account, and downstream lifetime value
Cross-channel measurement that connects awareness investment to conversion outcomes weeks or months later, proving how upper-funnel spend reduces acquisition costs over time
Forecasting and scenario planning that shows leadership exactly what scaling investment produces, making growth budgets feel evidence-based in a category where every dollar is scrutinized
The hard problems in financial services
Expensive attention, long payback windows
Financial services CPMs are among the highest in paid media, and the conversion can be weeks away. Most measurement frameworks were not built for this. We connect what you spend today to what converts next quarter, so expensive inventory stops feeling like a gamble and starts feeling like an investment with a known return.
Lead volume versus lead value
Optimizing for lead volume is the default, but not every lead becomes a funded account. We build measurement and optimization around downstream outcomes like application completions, account funding, and lifetime value, so your media drives revenue, not just form fills.
Proving that brand spend drives conversions
In financial services, credibility is the conversion mechanism: people choose providers they trust. But proving that brand investment lowers acquisition costs is hard without the right measurement. We build that connection into the system from the start, so brand spend has the same accountability as performance spend.
Results in financial services
Trusted by financial services leaders
QRY acts like a direct extension of our team and they truly take the time to understand our business and where they can drive the best results. They’re quick to adjust and adopt new channels and overall help us to set a high bar with our media.
We’ve found the right partner. We really value their open communication and their willingness to jump in and work with us to continually hone our strategy.
The team is incredibly knowledgeable with a vast expertise across multiple facets. I feel as though at any moment, I can pick up the phone and talk through ideas, concerns, strategies, and so forth.
“QRY is constantly developing new strategies and new ideas for how we might be able to get better performance. Even in months we’ve not been able to increase our budget, they’ve worked with us to rethink how we can best redeploy our resources in really smart ways.”
Without QRY, revenue would flatline
Of all the external partners and agencies I’ve worked with, QRY stands out as the best..
Working with the QRY team has been a game-changer for our DTC business. They think proactively about our needs and manage our entire digital media strategy, not just the tactics. It’s what sets them apart.
Let's talk about financial services
Start with a strategy conversation. We will assess your current media program and outline what growth looks like in your vertical.