Case Studies

Growing Customer & Revenue Base for Betterment

Written by Kayleigh Dormedy | Jan 8, 2026 5:04:56 PM

The Brief:

Grow the number of new funded accounts and increase brand awareness and consideration through YouTube

The Solution:

Break through in the highly competitive and cluttered financial services space by leveraging Precisify’s contextual and intent based targeting

We targeted key audiences around major life event/changes and segmented by First Time Home Buyers, Family Planners and Financial Planners

The Outcome:

Brand Results: 
  • +13.8% relative lift in awareness
  • 64% VTR 
  • 30% completion rate of 5 minute video

Performance Results:

  • 2.5% CTR
  • Funded account CPA 27% below goal

    “Precisify’s tools allowed us to be more granular with our targeting, ultimately helping us be more confident that we were reaching relevant audiences. The results for our brand and performance campaigns exceeded expectations and we plan to work with Precisify on an ongoing basis”