Programmatic Display & Mobile Web
Generating 303 Paid Subscriptions for a Portfolio Tracking SaaS Across EU
Overview
Client
Channels:
Market:
primary kpi:
The Data
The Challenge
The Challenge
Our client offers a portfolio tracking platform designed for retail and semi-professional investors who want a clearer view of their investments, performance, and overall portfolio health.
Europe is a strong market for this type of product, but winning paying customers isn't easy. Investors tend to do their research, compare multiple tools, and think carefully before committing to a subscription.
The goal wasn't to drive traffic for the sake of traffic or generate large numbers of free trials.
The goal was simple: acquire paying subscribers at a profitable cost while building a foundation that could be scaled over time.
Our Approach
Our Approach
One of the first things we realised was that Europe couldn't be treated as a single audience.
Investor behaviour varied significantly from country to country. Some markets responded better to advanced portfolio analytics and performance insights, while others were more interested in simplicity, automation, and saving time.
Instead of spreading budget evenly, we continuously shifted spend towards the countries and audience segments that were generating actual paid subscriptions.
Focusing on the Right Devices
The data quickly showed that people were more likely to purchase a subscription after exploring the platform on Desktop.
That made sense. Investors wanted to see dashboards, analyse reports, and understand the platform before making a decision.
As a result, we increased investment in high-performing desktop inventory while using mobile web primarily to support awareness and consideration.
At the same time, we removed sources that weren't contributing to revenue, including:
Outdated browsers
Low-quality placements
Low-resolution screen environments
Traffic sources generating clicks but not subscribers
This helped improve overall efficiency and reduce wasted spend.
Creative Built Around Real User Needs
Rather than relying on generic fintech messaging, we tested creative concepts based on the reasons people actually buy portfolio tracking software.
Our strongest themes included:
Portfolio performance tracking
Investment automation
Consolidated reporting
Data security and privacy
Multi-account visibility
We didn't assume we knew what would work best.
Instead, multiple creative versions ran simultaneously, and decisions were made based on subscription performance.
One of the biggest lessons was that the highest-performing creatives weren't necessarily the most visually impressive.
They were simply the clearest.
Users responded best when the value of the product was obvious within seconds and directly connected to a real investing problem they wanted to solve.
Continuous Optimisation
These results didn't come from a single campaign launch.
Over time, we continuously refined audience targeting, country allocation, device strategy, bidding logic, inventory quality, and creative performance.
Winning segments received more budget. Underperforming placements were removed. New creative ideas were tested and measured against actual subscription results.
Every optimisation helped improve acquisition quality and move spend toward what was genuinely driving revenue.
Concept
The Key Drivers of Success
The campaign succeeded because every optimisation was tied to subscriber growth.
Rather than chasing clicks or impressions, we focused on attracting users most likely to become paying customers. That approach helped turn programmatic media into a reliable and profitable acquisition channel.
Outcome
The Results
303 paid subscriptions generated
€12,007.84 revenue generated
€7,852.83 media spend
€25.92 cost per acquisition
52.91% ROI
Programmatic established as a profitable subscriber acquisition channel
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