Brentwood Bank
Brentwood Bank, a trusted regional financial institution, approached SOS Acquisition to fix what most traditional banks struggle with — inefficient customer acquisition. Despite spending over $30,000 USD per month on digital advertising, they were only averaging 120–150 new accounts opened monthly, with a cost per acquisition (CPA) of $150 USD. After partnering with us in October 2024, we restructured their funnel and implemented a full-funnel digital strategy that consistently delivers 250–300 account openings per month at just $12–$15 USD CPA, driving over $90 million USD in new conversion value to date.
/// The core idea was to break away from outdated awareness-based banking campaigns and instead build a three-tiered, performance-based system that tracks user behavior across all interactions — from cold awareness to account opening. We constructed a funnel that identified and educated new prospects, nurtured them through brand familiarity and trust, and then moved them toward action through retargeting and conversion-focused creative.
At every stage, we applied high-precision tracking and creative sequencing to make sure we were speaking to the right user, at the right time, with the right message.
/// We executed a cold-to-conversion funnel combining Meta Ads and Google Ads, supported by behavioral triggers and URL-based retargeting. The campaign structure included:
Cold Campaigns — focused on follower growth and brand education among demographics most likely to open new bank accounts.
Follower Retargeting — turned followers into warm leads by directing them to relevant landing pages, calculators, and benefit-based content.
URL Retargeting — segmented users based on which product/service pages they visited and then served highly specific conversion ads aimed at driving account opens.
We rebuilt their attribution and event tracking setup to measure actions that matter, not just impressions — mapping every click and page visit back to the eventual account open.
The results allowed us to cut ad spend from $30K+ to just $10K or less per month, while more than doubling the output of qualified account holders.
/// Before engaging with SOS Acquisition, Brentwood Bank was overpaying for mediocre results. Their campaigns were poorly segmented, lacked a clear funnel strategy, and were not optimized for conversions. Despite a high ad budget, they had limited visibility on what was working and no real system for nurturing users from interest to action. Traditional campaign structures and generic messaging made them look like every other bank — failing to stand out or scale efficiently.
/// We replaced their outdated digital strategy with a streamlined, conversion-focused system designed for performance and scale. By implementing a three-tiered funnel across Meta and Google, we transformed their digital marketing from a cost center into a scalable growth engine. The outcome:
A 90%+ decrease in CPA
More than double the account openings per month
$90M+ in new account value added to the bank
Brentwood Bank now runs lean, optimized campaigns with predictable monthly acquisition and full control over every dollar spent — proof that even in finance, efficiency can scale better than volume.
