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Financial Services

Fintech Startup Builds Education Network

Client
Investment Education Platform
Industry
Financial Services
Duration
12 months
28%
Revenue Share
$1,850
Avg. AOV
62%
Approval Rate
$12K
LTV

Overview

A fintech startup offering investment education and tools faced the challenge of explaining complex financial concepts to potential customers. Traditional advertising struggled to convey the value proposition effectively.

The Challenge

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High-consideration purchase requiring significant customer education

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Paid ads ineffective at communicating product value in 30-second spots

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Target audience (serious investors) skeptical of typical marketing messages

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Long sales cycle averaging 45 days from awareness to purchase

Our Solution

Built specialized partner program targeting financial educators, YouTubers, and personal finance bloggers

Created comprehensive educational content library for partners to leverage

Developed custom affiliate platform with sophisticated attribution for long sales cycles

Implemented value-based commission structure rewarding high-quality referrals

Integrated deeply with Salesforce for full customer journey visibility

Established thought leadership program featuring top partners in webinars and content

The Results

Partner channel grew to 28% of total revenue, second only to direct sales

Average order value of $1,850 from partner referrals vs. $1,240 from paid ads

62% application approval rate (vs. 48% baseline) indicating higher quality leads

Customer lifetime value of $12K from partner channel, highest of any source

Built network of 75+ active financial education partners

Partners' content now ranks for 200+ high-intent keywords driving organic discovery

Technology Stack

CustomMixpanelSalesforce

Financial education requires trust and depth that traditional ads can't deliver. Our partner network gives us authentic voices who truly understand and believe in what we're building. It's been a game-changer.

David Park
Co-Founder & CMO

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