Financial Services
Predictable financial services customer acquisition, optimized around your cost per acquired customer
Financial services customer acquisition changes quickly as interest rates, market conditions, consumer demand, and product availability shift. Your lead strategy needs to be just as flexible.
With PX, adjust lead filters, geography, operating hours, bids, routing, targeting, source mix, and campaign rules in real time, so you can put more budget behind the opportunities most likely to become customers.
- Real-time controls
- Value-based pricing
- Performance visibility
- Customer outcomes
Acquired customers
1,284
Cost per customer
$412
18% vs last monthDemand
12,480 consumers
Filters and targeting
62% pass
Real-time bid
$46.00 avg
Routing
Capacity aligned
Acquired customer
Last 30 days
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Traditional lead buying makes it a race to the consumer
Buying leads from aggregators and lead vendors often means competing with several competitors for the same consumer. Everyone races to make contact first, and the conversation quickly becomes about rate, price, or who called fastest.
The result is a lead buying model built around speed and volume, rather than fit and customer value.
PX gives financial services brands more control over which leads they buy, what they pay, where those leads come from, and how each source performs downstream
Financial Services Brands that Trust us
Financial-services acquisition is not one funnel.
Different products have different customer journeys. PX gives teams the flexibility to measure and optimize around the outcome that matters for each one.
Mortgage
Understand which sources are producing borrowers who actually progress through the mortgage journey, not simply submitting forms.
Debt Consolidation
See which sources produce customers who qualify, engage, and enroll, so acquisition decisions can move beyond lead volume.
Credit Repair
Connect acquisition performance to real customer outcomes and identify which sources are creating sustainable value.
Other Financial Services
Build campaign logic around the outcomes that matter to your business and measure performance beyond the initial inquiry.
One platform to manage, optimize, and scale financial services lead acquisition.
Access more lead vendors. Manage them in one place.
Tap into PX's marketplace of pre-vetted lead vendors while bringing your existing partners onto the same platform. Manage sourcing, performance, and invoicing through one integration and one operating layer.
Filter for the opportunities that fit your business.
Control exactly which leads you want to compete for. Set rules around geography, product, operating hours, consumer attributes, source, and other campaign criteria, then adjust them as your strategy changes.
Price every opportunity based on its value.
Move beyond flat lead pricing. Use dynamic bidding to compete more aggressively for high-value opportunities and pay less, or not at all, for leads that are less likely to deliver the outcome you need.
See which sources actually drive results.
Compare lead sources side by side and track performance beyond CPL. Feed downstream outcomes back into PX to understand which sources drive qualified customers, enrollments, funded loans, and revenue.
Compare refinance rates
Lender A
Lender B
Lender C
Your brand
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Rank higher where consumers are comparing their options.
Consumers increasingly compare financial services providers online before speaking to one. On comparison sites and marketplaces, being seen first can make the difference.
PX helps brands with top placements on comparison sites through exclusive partner relationships and intelligent bidding. Adjust bids based on consumer attributes, geography, product, source, and expected value to prioritize the opportunities that matter most.
Win the top spot for the customers you value most.
Use dynamic bidding and granular targeting to bid more aggressively for high-value opportunities without overpaying for the rest.
Built to grow with your scale
Choose your business type
PX helps local and independent home services businesses manage customer acquisition efficiently across channels, vendors, and geographies—without unnecessary complexity.
Frequently Asked Questions
Q: What types of financial-services leads does PX support?
Q: How does PX help financial services brands buy better leads?
Q: Can PX work with our existing lead vendors?
Q: How does PX help measure performance beyond cost per lead?
Q: Why is source-level visibility important in financial services?
Q: How does dynamic pricing work for financial-services leads?
Q: Does PX replace our CRM or loan origination system?
Q: Can PX help reduce duplicate leads?
Q: Can PX support different financial products and campaigns at the same time?