Introduction

Fintrx is an AI‑powered intelligence platform that empowers financial professionals to access, analyze, and engage with the private wealth ecosystem — including family offices, RIAs, broker‑dealers, and wealth teams. To fuel their growth, Fintrx partnered with Growth Spin to scale qualified lead generation through precision media targeting, CRM integration, and campaign optimization.

Client Background

Fintrx provides a unified database of over 850,000 private wealth records, with AI‑driven search and relationship‑mapping tools tailored for high‑net‑worth asset‑raising professionals. Their platform integrates seamlessly with CRMs like HubSpot and Salesforce, and includes a LinkedIn 360 integration to surface rich prospect insights in real time.

Objective

The primary goals for Growth Spin were:

• Target qualified ICP (Ideal Customer Profile) leads via Google Ads and LinkedIn Ads.

• Reduce cost per lead (CPL) while ensuring lead quality.

• Eliminate junk leads by improving targeting and lead hygiene.

• Retarget prospects based on engagement journey using HubSpot lists.

  
  

Strategy

1. Precision Targeting via Paid Media Growth Spin launched Google Ads and LinkedIn Ads campaigns crafted to reach Fintrx’s specific ICP — private wealth decision-makers at family offices, RIAs, and asset-raising teams. Ads were optimized using intent-based keywords and tailored creatives to speak directly to this niche audience.

2. CRM Sync & Lead Segmentation All leads were fed into HubSpot in real time. Segmented smart lists enabled highly relevant retargeting efforts and automated nurturing sequences.

3. Quality Control & CPL Reduction By iterating on audience definitions, excluding non-qualified traffic, and refining messaging, Growth Spin improved campaign efficiency. Poor-quality sources were blocked, and ad spend shifted to top-performing channels.

Outcomes

1. 33% Reduction in CPL Targeted campaigns and streamlined spend reduced the cost per lead by one-third — enabling Fintrx to scale lead volume sustainably.

2. 90% Drop in Junk Leads Rigorous filtering and messaging clarity slashed non-qualified inquiries by 90%, ensuring only relevant contacts entered the funnel.

3. Effective Journey-Based Retargeting HubSpot smart lists empowered Fintrx to retarget users contextually — e.g., nurturing those who engaged with content but didn’t convert, resulting in improved conversion rates throughout the funnel.

Conclusion

Growth Spin’s precision-driven marketing approach enabled Fintrx to dramatically lower acquisition costs, elevate lead quality, and engage prospects with journey-based targeting. This case illustrates how strategic use of paid media and CRM-driven optimization can fuel growth for niche B2B SaaS platforms operating at the intersection of AI and finance.