Fora Financial: Scaling Business Lending Profitably
About
The Challenge
The key objectives were to:
- Expand reach to new segments of small and mid-sized businesses.
- Improve cost efficiency amid rising ad costs and market competition.
- Enhance lead quality and approval rates by reaching higher-intent audiences.
- Sustain a healthy fund-over-spend ratio even as media budgets grew.
Our Strategy
We focused on sustainable scaling — pairing signal intelligence with market expansion to drive higher-quality acquisition at volume.
Scalable Growth Across Channels
Expanded reach through targeted campaigns across search, display, and emerging discovery channels to engage business owners at every stage of their financing journey. Integrated device-level insights and experimentation frameworks (including multiple bidding models) to balance efficiency and scale.
Cross-Channel Reinforcement
Positioned Fora Financial’s message around speed, simplicity, and reliability, resonating with time-sensitive business owners.
– Used Meta to connect emotionally through real-world business success stories.
– Strengthened credibility among SMB decision-makers through LinkedIn.
– Drove awareness and engagement in business communities via Reddit and Twitter.
Signal-Led Optimization
Integrated backend approval and funding data with ad platforms to move optimization beyond lead volume toward funded outcomes. Enhanced offline conversion tracking and continuous pacing systems ensured profitability control at scale.
We focused on sustainable scaling — pairing signal intelligence with market expansion to drive higher-quality acquisition at volume.
Scalable Growth Across Channels
Expanded reach through targeted campaigns across search, display, and emerging discovery channels to engage business owners at every stage of their financing journey. Integrated device-level insights and experimentation frameworks (including multiple bidding models) to balance efficiency and scale.
Cross-Channel Reinforcement
Positioned Fora Financial’s message around speed, simplicity, and reliability, resonating with time-sensitive business owners.
– Used Meta to connect emotionally through real-world business success stories.
– Strengthened credibility among SMB decision-makers through LinkedIn.
– Drove awareness and engagement in business communities via Reddit and Twitter.
Signal-Led Optimization
Integrated backend approval and funding data with ad platforms to move optimization beyond lead volume toward funded outcomes. Enhanced offline conversion tracking and continuous pacing systems ensured profitability control at scale.
The Outcome
- 23.9% increase in qualified leads
- 20.5% increase in approvals
- 30.3% increase in fundings
These results highlight a strong, signal-driven framework capable of sustaining growth and profitability in a highly competitive business lending market.
Looking Ahead
Our partnership continues to evolve toward predictive optimization, creative iteration, and cross-channel intelligence — ensuring Fora Financial scales with control, confidence, and measurable profitability.
