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LoopMe drives intent lift 7x higher than industry benchmark for CFP Board

Brand challenge

In a competitive market with numerous financial advisory services, CFP Board was looking for a partner to help raise consumer awareness of the benefits of working with a CFP® professional.

The primary campaign objectives were: 1) increase consumer intent to use a Certified Financial Planner® professional to help reach financial goals; 2) drive traffic to LetsMakeAPlan.org to increase understanding of the benefits of working with a CFP® professional and to search for CFP® professionals.

Innovative solution

PurchaseLoop Audiences: Built a custom first party segment to reach the appropriate audience in-flight, leveraging LoopMe’s AI-powered DMP
PurchaseLoop Brand: Utilized LoopMe’s AI-powered real-time optimization and brand lift measurement to drive awareness and intent for CFP® professionals
Creative strategy: Full-screen video creative formats were deployed to ensure high engagement and viewability

Outstanding results

“We were impressed by the significant 37% uplift in brand intent and the precise audience targeting achieved through LoopMe’s AI-powered platform. The campaign not only exceeded our expectations but also provided deep insights into our audience, which will be invaluable for future programmatic and social strategies.”
James N. Katsaounis – Managing Director, Marketing and Communications, CFP Board

“This campaign proved the power of precision and partnership. By combining LoopMe’s AI-driven insights with our creative execution, we not only met but far surpassed expectations—achieving a 7x lift in intent. It’s a great example of how smart data and compelling content can work together to drive real impact in a competitive space like financial services.”
Kristen Held – VP, Channel Engagement, BUNTIN

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37.6%

intent uplift
7x higher than industry benchmark

41.3K

new users intend to use a CFP® professional

12%

of new users driven by AI

53.1%

highest intent lift among 35-44 year-olds
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