SECTORES / Finance

SECTOR

Finance

At Royal, we design structured funnels that link education, lead generation and onboarding.

VER EXPERIENCIA EN AUTOMOCIÓN

REAL-LIFE EXPERIENCE IN FINANCE

We speed up lead generation and onboarding whilst ensuring risk management and compliance. Lead generation only works when it combines relevance, trust, eligibility and compliance. Customers compare returns, price, risk, cover, terms and reputation; they must then complete the process without abandoning it.

01

DIGITAL STRATEGY

We specialise in paid media with a focus on compliance, financial SEO, simulators, progressive forms, automation and reputation management.

02

COMMERCIAL TECHNOLOGY

Privacy-first analytics to improve the quality of leads and reduce friction right through to recruitment.

03

SYNERGIES AND CONNECTIONS

We work in the banking, insurance, investment, consumer finance, fintech, brokerage and financial consultancy sectors.

04

CONTENT AND EDUCATION

We produce product content, comparisons and financial education materials for customers and our sales network.

05

DATA AND PRIVACY

We measure the quality of a lead using consent, first-party data and traceable attribution.

01

DIGITAL STRATEGY

We specialise in paid media with a focus on compliance, financial SEO, simulators, progressive forms, automation and reputation management.

02

COMMERCIAL TECHNOLOGY

Privacy-first analytics to improve the quality of leads and reduce friction right through to recruitment.

03

SYNERGIES AND CONNECTIONS

We work in the banking, insurance, investment, consumer finance, fintech, brokerage and financial consultancy sectors.

04

CONTENT AND EDUCATION

We produce product content, comparisons and financial education materials for customers and our sales network.

05

DATA AND PRIVACY

We measure the quality of a lead using consent, first-party data and traceable attribution.

REAL-LIFE EXPERIENCE IN FINANCE

Our expertise covers regulated customer acquisition, financial content, simulators, forms, onboarding, reputation management and integration with commercial and operational processes.

Sego Finance

Social media management and paid media campaigns.

Kudos

Social media management and paid media campaigns.

Crowpire

Social media management and paid media campaigns.

Garantía Ya

We partner with Garantía Ya to attract customers and build brand awareness in the residential rental market. We combine SEO and specialized content, social media management, and media buying on Google, Meta, connected TV, and digital out-of-home. In addition, we hold recording sessions at Royal Studios to produce content aimed at real estate agents.

Unicaja

We are the technology partner for Unicaja’s real estate portal. We develop and maintain the platform, including the daily property import processes, the visit module and its API, design updates, and security audits and fixes, all in accordance with the standards required by a financial institution.

WHAT CAN WE DO FOR A FINANCE COMPANY?

In finance, it is not enough simply to optimise CPL. Traceability must extend from the source of demand right through to the valid application, the contract or the issued policy.

Qué integra

QUALIFIED CLAIM AND ELIGIBILITY

Paid media with compliance, exclusions and claims monitoring. Financial SEO, comparative analysis and authoritative content. Segmentation by need, risk profile and intent.

QUALIFIED CLAIM AND ELIGIBILITY

Qué integra

CONVERSION, APPLICATION AND RECRUITMENT

Simulators, progressive forms and pre-qualification. CRM, routing, SLAs and document automation. Optimisation of KYC, drop-out rates and approval rates.

CONVERSION, APPLICATION AND RECRUITMENT

Qué integra

TRUST, REPUTATION AND COMPLIANCE

Management of messages, terms and conditions, disclaimers and evidence. Review management of the brand, offices and network of intermediaries. Monitoring of reputation, incidents and brand risk.

TRUST, REPUTATION AND COMPLIANCE

Qué integra

FINANCIAL LITERACY AND COMMERCIAL CONTENT

Product information, comparisons and financial education. Videos, calculators, guides and social media content. Materials for offices, intermediaries and the sales force.

FINANCIAL LITERACY AND COMMERCIAL CONTENT

Qué integra

DATA, CONSENT AND INTEGRATION

Websites, customer portals, simulators and private areas. Consent Mode, first-party data, attribution and high-quality dashboards. Integration with CRM, core systems, pricing, KYC and reporting.

DATA, CONSENT AND INTEGRATION

DEL IMPACTO
CREATIVO AL RESULTADO
MEDIBLE

Impact is measured beyond the lead: valid application, eligibility rate, approval, completion of KYC, contract signing, policy issued or funding disbursed, CAC and customer value.

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