FinTech Case Study

Scaling a Lender's Paid Growth Program to $17.5M in Profitable Ad Spend

Prior to launching Bevel, our leadership team led paid growth efforts for a national personal loan provider to scale acquisition across paid Search, Display, Meta, and CTV.

Results

$10M+
Google Display annual run rate
$7.5M+
Profitable SEM spend
10,000+
Meta customers, $10 CAC
5,000+
CTV loans in single month

1,000+ creative assets produced to fuel growth

The Challenge

The lender was ready to grow but needed to scale into new digital channels efficiently and with a core focus on risk metrics. Without clear visibility into how media spend impacted funded loans and repayment behavior, investment decisions lacked precision. The challenge wasn't to buy more media, it was to scale profitably, with a unified data infrastructure to guide optimizations.

The Solution

We deployed a combination of performance marketing tactics on top of a data infrastructure to unify online and offline marketing, application, and repayment data.

Key Unlocks:

Tracked media to funded loans and repayment
Modeled LTV and approval likelihood
Identified drop-offs and optimized spend
Informed creative and conversion bidding with funnel insights

Why It Worked:

This approach went beyond traditional media buying execution. We engineered a system to:

Optimize for approval and payback, not just leads
Scale spend with risk-aligned controls
Tie every dollar spent to conversion performance

The methodologies and infrastructure we developed established the early framework for what would pivot and evolve into Bevel's systematized approach to measurable, scalable growth.

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