Geofencing that Drives Branch Visits, Account Opens & Loan Applications
Featuring Bank & Credit Union Case Studies
Branch Footfall • Account Opens • Loan Apps • ROAS
How it works
We capture high-intent audiences at real places—competitor branches/ATMs, payroll hubs, dealerships, campuses, and community events—then retarget them across mobile, web, and OTT/CTV to drive booked appointments, branch visits, and digital applications.
Branch & ATM polygons
Tight geofences around your locations and competitor doors for precise, dwell-time-filtered attribution.
Cross-device retargeting
Reach the same household on apps, mobile web, desktop, and CTV; optionally sync to Meta/Google for site & lead-form retargeting.
Addressable audiences
Target trade-area households for checking, savings, CDs, HELOCs, auto, and mortgage—layered by proximity and recency of visit.
Privacy-first (no PII in media)
Dwell-time filters
CTV + Mobile + Web
Why it wins for banks & credit unions
Financial intent clusters around moments—paydays, new jobs, moving, car buys, tuition, and rate changes. We bid harder when these signals peak and align creative to specific products.
Daypart & calendar bidding
Lobby hours, paydays, month-end, and rate-change windows—optimize when consumers are most likely to open or apply.
Product-matched creative
Checking bonuses, CD specials, auto/mortgage rates, small business banking—ad variants auto-rotate by audience & location.
Trade-area heatmaps
Visualize pull by ZIP/CBG and avoid cannibalizing nearby branches; push budget to under-penetrated neighborhoods.
Competitor conquesting
Local offer sync
Branch-level controls
What we measure
Beyond clicks: we prove outcomes that matter to finance leaders and compliance teams—branch visits, booked appointments, apps started/finished, accounts funded, and loan volume.
Digital → account outcomes
Promo codes/QR + secure server-to-server events to track account opens, funded status, and first deposit (AOF/FDO).
Loan funnel quality
Apps started vs. completed, approvals, funded loans (auto, mortgage, HELOC) and CPL/CFA by product & branch.
Budget to winners
Weekly allocation toward branches, audiences, and creatives that outperform; suppress low-yield placements.
MCIF/CRM safe matching*
Incrementality testing
Location-lift & dwell
*When permitted by your policies: privacy-safe, aggregated match workflows. No PII in ad auctions.
Compliance-conscious by design
Privacy-first execution
No raw PII in media; opt-out honored; sensitive-place and unfair-lending suppressions available to support GLBA/Fair Lending practices.
Audit-ready reporting
Change logs, audience definitions, location lists, and creative versions retained; market-by-market fairness checks.
Branch & product guardrails
Per-product exclusions, geo fairness, and message governance so marketing & compliance stay in lockstep.