Performance marketing for financial services.
AYMI is the growth and performance marketing partner for financial services. Compliance windows aren't the obstacle to performance here — they're the system the work runs inside. We test disclosures and landing pages, and model lifetime value across products where the first conversion is a quarter away from the first dollar.
AYMI is a growth and performance marketing agency for financial services. We run compliance-aware creative testing, landing-page experimentation, and long-cycle LTV modeling for regulated products where revenue arrives quarters after the first conversion.
- Compliance as the system
The disclosure is the experimental surface.
- Built for long cycles
Revenue arrives quarters after the conversion.
- Trust earns the conversion
Trust-led brand work, then the application.
- 01+350%Premium subscriptions (Quicken)
- 02+280%Digital applications (JPMorgan)
- 039 moAvg first-conversion-to-first-dollar lag
What changes in financial services.
Compliance-bound creative testing isn't slower than DTC testing — it is a different shape. The hook is fixed by legal. The disclosure is the experimental surface. Test the disclosure variant, the landing-page architecture, the disclosed-product framing — not the visual hook the brand team locked in Q2.
Creative systems bend toward trust-led brand work. Founder and executive content. Long-form editorial. The work that earns trust earns the conversion, then the application, then the revenue — a quarter later, not next week.
Organic surfaces are thought-leadership, executive-cadence email, and partnership programs. The work that wins FinServ is the work that respects the long cycle and instruments the LTV model that pays for it.
Financial brands are not short on creative. They are short on a compliant test system.
Banks, fintechs, and financial brands already have the assets: brand campaigns, product pages, disclosures, calculators, and a legal-review process. The problem is that the hook is locked by legal, the sales cycle runs long, and most testing frameworks built for DTC stall the moment they hit a regulated category.
AYMI builds the system that runs inside the constraint — testing the disclosure, the landing-page architecture, and the product framing, and modeling LTV across cycles where the first conversion is a quarter from the first dollar.
- Locked hooks become a library of compliant disclosure variants.
- Landing pages become the experimental surface, not the ad.
- Long sales cycles become instrumented LTV models, not guesses.
- Application starts become qualified-pipeline signal.
- Trust-led content becomes the conversion upstream of the form.
- First-product customers become the cross-sell and expansion base.
- 01Awareness
- 02Compliant Creative
- 03Application
- 04Approval
- 05Funded
- 06Expand
Where AYMI plugs in.
AYMI fits best when the institution already has the fundamentals: a regulated product, a compliance process, brand and product pages, and internal teams driving the brand.
We add the performance system inside the compliance frame — the disclosure tests, the landing-page experiments, and the long-cycle measurement that decides where regulated spend goes.
- 01
Which disclosure variant actually lifts qualified applications?
- 02
Which landing-page architecture converts inside the constraint?
- 03
Which audiences clear compliance and still convert?
- 04
Where does the first conversion sit relative to the first dollar?
- 05
Which products carry the LTV that funds the patience?
- 06
Which trust-led content earns the application months later?
- 07
Which approved customers should be moved into the next product?
The Compliant Growth Sprint
A focused 30-day engagement to find performance inside the compliance window — for a bank, fintech, or financial-services brand.
Not a full retainer. A focused sprint that shows where disclosure testing, landing-page experimentation, and long-cycle LTV modeling make regulated growth measurable without fighting the constraint.
- Banks and credit unions
- Fintech and neobanks
- Wealth and investing
- Insurance
- Lending and cards
- B2B2C financial products
- Compliance-aware funnel audit from impression to application to funded
- Disclosure and landing-page test plan within the legal frame
- Paid media test plan across compliant Meta, Google, and programmatic
- Creative framing map for trust-led brand and product messaging
- Long-cycle LTV model tied to approval and disclosure cadence
- Compliance dashboard for application quality, approval, and LTV signals
- 30-day action plan for scaling inside the window
Performance systems for every stage of the regulated cycle.
- Awareness
- Compliant Creative
- Application
- Approval
- Funded
- Expand
Trust-Led Awareness
Founder, executive, and editorial brand work that earns trust upstream of the form-fill — the work that converts a quarter later, not next week.
Compliant Creative Testing
The hook is fixed by legal, so the disclosure, framing, and product messaging become the experimental surface — testing what regulators allow, not fighting it.
Compliance-Windowed Paid Media
Spend allocated against the cohorts the legal frame lets the brand actually serve, across compliant Meta, Google, and programmatic.
Landing-Page Experimentation
Disclosure-aware landing-page architectures tested for qualified applications, not vanity clicks.
Long-Cycle LTV Modeling
Cohort definitions tied to product approval and disclosure cadence — LTV measured across products, not first-touch CPA.
Measurement Layer
Dashboarding around qualified-application cost, disclosure-variant lift, approval rate, and first-conversion-to-dollar lag.
Every regulated dollar should buy a qualified application, not a click.
In regulated finance, clicks are cheap and close to meaningless — the first conversion can be a quarter or more from the first dollar.
AYMI helps institutions understand which disclosures, audiences, and products are actually creating qualified, fundable demand — then turns those signals into compliant media decisions.
- 01Cost per qualified application
- 02Disclosure-variant lift
- 03Landing-page conversion
- 04Approval rate by cohort
- 05First-conversion-to-dollar lag
- 06LTV by product
- 07Compliant-audience reach
- 08Funded-account rate
- 09Cross-sell / expansion rate
- 10Blended cost per funded account
Financial Services × AYMI.
Read the argument behind the work.
Performance with a compliance budget
Compliance windows are not the obstacle to FinServ performance marketing. They are the system inside which the work happens. Test the disclosure, not the hook.
- No. 042Measurement
Why most CAC calculations are wrong
Three errors recur across the growth programs we audit. Each one inflates or deflates CAC by enough to change the decision. All three are fixable inside a quarter.
- No. 038Strategy
Brand and performance are not separate budgets
The split between brand and performance budgets is an artifact of how teams are organized, not how buyers behave. Reorganize the team and the budget question changes.
Questions we’re asked, answered directly.
The ones that come up most in first conversations — answered straight, without the sales gloss.
Yes. AYMI has driven growth for Quicken and JPMorgan Chase. We work with banks, fintechs, and financial services brands operating in regulated categories, where compliance shapes the creative and the sales cycle runs long.
By treating compliance as the operating system, not the obstacle. The hook is fixed by legal, so AYMI makes the disclosure, landing-page architecture, and product framing the experimental surface — testing what regulators allow rather than fighting the constraint.
With long-cycle LTV modeling. In regulated finance the first conversion can be a quarter or more from the first dollar, so AYMI ties cohort definitions to product approval and disclosure cadence rather than calendar quarters, and measures lifetime value across products instead of first-touch CPA.
Highlights include a 350% rise in premium subscriptions with Quicken and a 280% increase in digital applications with JPMorgan Chase. The approach: earn trust with compliant creative, instrument the long cycle, and model the LTV that pays for the patience.
Regulated category, performance ambitions?
We have shipped LTV-positive performance work inside compliance windows. Let's talk.