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Neo Financial

Fintech

2023

Neo had been running the same evergreen campaigns for over a year — untouched, untracked, and underperforming. Their internal team had no visibility into results, no real paid media strategy, and no attribution setup. They needed a full reset.

Recognition

Client Name

Neo Financial

Services

Growth

Rating

5 / 5.0

Problem

There was no clarity on what was actually working. Tracking was broken, reporting was unreliable, and new product launches were stalling because no one knew how to measure impact. Campaigns were running, but flying completely blind.

Solution & Experience

I worked directly with Neo’s internal teams to map revenue drivers and clean up the foundational tracking. Together with their data science team, we built a proper multi-touch attribution model to connect ad spend to business outcomes. We rebuilt their Google and Meta ad accounts, launched entirely new campaigns for key products, and created high-converting landing pages. Every market, message, and audience was tested, refined, and scaled.

Final thoughts

We launched Neo’s Cathay credit card and high-interest savings account with under $100K in spend, driving over $150K in return in the first month alone. More importantly, we uncovered a critical LTV insight: secured card users were far more valuable long-term than traditional cardholders. That changed how Neo acquired — and retained — customers moving forward.