Resources
Guides, articles, case studies, and webinars to help brands and affiliate partners stay ahead in financial marketing.
Blog
The Best Affiliate Marketing Platforms for Financial Services and Banking
The best affiliate marketing platform for financial services is one built specifically for banks, credit unions, and fintechs, with compliance monitoring, fraud detection, and affiliate […]
How Frugal Flyer Drove a 285% Increase in Credit Card Approvals Through Trusted Publisher Content
Most financial institutions trying to grow their credit card portfolios are fighting for the same real estate: paid search, display advertising, direct mail, and rate […]
Is Your Financial Institution’s Marketing Budget Aligned With ROI?
Concise answer: Many banks and credit unions are under pressure to prove marketing ROI, but budget allocation, attribution, and channel performance often do not line […]
Webinars
Upcoming Webinar – The 2027 Customer Acquisition Breakdown: trends, tools, and strategies for smarter FI marketing
Get a first look at the data shaping 2027 budget conversations: where CPA is climbing, where it’s holding, and what that means for where your […]
Webinar Recap: Cross-Border Conversions, Winning in Canada’s Credit Card Market
Canada is one of the strongest growth opportunities in financial services right now, but it isn’t a copy-and-paste of the U.S. market. Consumers compare products […]
Webinar Recap: What Bank and Credit Union Marketers Get Wrong About ROI (And How to Fix It)
Low cost per lead. High application volume. A clean ROI percentage. On paper, it looks like marketing is working. But the accounts that actually fund, […]
Guides
Why Financial Marketing Budgets Still Start With Last Year’s Number
56% of banks still budget based on last year’s spend. Learn why that’s holding your institution back—and how to shift to outcome-based marketing budgeting.
The Marketing ROI Gap in Banking: How Financial Institutions Spend, Measure, and (Struggle to) Prove Marketing’s Value
Cornerstone Advisors’ new research shows how banks and credit unions are measuring marketing ROI, where attribution falls short, and why spend and performance remain misaligned.
What’s Driving Cost Per Acquisition (CPA) Changes Across Financial Products in 2026?
This year’s benchmarks reflect changing market dynamics, evolving consumer behavior, and how brands and affiliates are adapting to AI-driven discovery and new traffic patterns.
Case studies
Qtrade
See how Qtrade, Canada’s #1 online investing platform, strengthened its affiliate channel, expanded visibility across high-intent publisher sites, and increased approved accounts by 127% YoY.
Frugal Flyer
Unpack how strategic publisher partnerships can help financial brands reach high-intent consumers, improve product visibility, and drive measurable acquisition through trusted content.
Grasshopper
As a fully digital bank, Grasshopper relies heavily on digital marketing to drive growth. Early experiments with a select group of affiliate partners revealed the channel’s potential, but a lean marketing team made it difficult to scale.