Resources
Guides, articles, case studies, and webinars to help brands and affiliate partners stay ahead in financial marketing.
Blog
How to allocate your bank’s affiliate marketing budget for maximum ROI
Banks get the most ROI from affiliate marketing budget by setting CPA based on business outcomes rather than a fixed number, reallocating spend toward channels […]
AEO consulting firms for the financial industry: banks, credit unions, and fintechs
The strongest AEO consulting for banks, credit unions, and fintechs comes from providers that do more than optimize your own content and technical structure. Since […]
What are the top digital marketing tactics to drive deposit growth?
The top digital tactics to grow deposits are affiliate marketing, AEO, SEO, paid search, social media advertising, and email and in-app marketing. These strategies help […]
Webinars
Webinar Recap: Trends, Tracking, and Best Practices to Drive Funded Growth for Banks and Credit Unions
Most financial marketers can tell you how many clicks a campaign drove. Far fewer can tell you how many of those clicks became funded accounts […]
Webinar recap: How financial institutions can make smarter customer acquisition decisions in 2027
A low cost per acquisition can look like a win. But if the customers acquired through that channel have weaker long-term value, higher delinquency, or […]
Webinar Recap: Cross-Border Conversions, Winning in Canada’s Credit Card Market
Canada is one of the strongest growth opportunities in financial services right now, but it isn’t a copy-and-paste of the U.S. market. Consumers compare products […]
Guides
Why Financial Marketing Budgets Still Start With Last Year’s Number
56% of banks still budget based on last year’s spend. Learn why that’s holding your institution back—and how to shift to outcome-based marketing budgeting.
The Marketing ROI Gap in Banking: How Financial Institutions Spend, Measure, and (Struggle to) Prove Marketing’s Value
Cornerstone Advisors’ new research shows how banks and credit unions are measuring marketing ROI, where attribution falls short, and why spend and performance remain misaligned.
What’s Driving Cost Per Acquisition (CPA) Changes Across Financial Products in 2026?
This year’s benchmarks reflect changing market dynamics, evolving consumer behavior, and how brands and affiliates are adapting to AI-driven discovery and new traffic patterns.
Case studies
Qtrade
See how Qtrade, Canada’s #1 online investing platform, strengthened its affiliate channel, expanded visibility across high-intent publisher sites, and increased approved accounts by 127% YoY.
Frugal Flyer
Unpack how strategic publisher partnerships can help financial brands reach high-intent consumers, improve product visibility, and drive measurable acquisition through trusted content.
Grasshopper
As a fully digital bank, Grasshopper relies heavily on digital marketing to drive growth. Early experiments with a select group of affiliate partners revealed the channel’s potential, but a lean marketing team made it difficult to scale.