Resources
Guides, articles, case studies, and webinars to help brands and affiliate partners stay ahead in financial marketing.
Blog
How to optimize your bank’s affiliate program for better ROI and lead quality
Optimizing an existing bank affiliate program for better ROI and lead quality means rebalancing your partner mix, tightening content compliance monitoring, and reallocating budget toward […]
What great bank affiliate marketing programs do differently (and how to get featured by NerdWallet, Credit Karma, and other top affiliates)
Great bank affiliate marketing programs diversify their partner mix deliberately, keep affiliates updated as offers change, and treat the channel as an ongoing collaboration rather […]
How to launch a successful affiliate marketing program for your bank
Launching a successful affiliate marketing program for a bank starts with choosing how you will manage it, either in-house, through a generalist affiliate platform, or through […]
Webinars
Upcoming Webinar – Can You Prove Which Channels Actually Drive Funded Accounts?
Get a clearer view of which channels are driving funded accounts, loan volume, and quality customers. Learn how to separate true growth drivers from channels […]
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.