Performance marketing for financial services

Performance marketing that gets smarter every month.

Clearscope builds and runs client acquisition for firms that sell high-value services. Built on data and AI, so every campaign makes the next one better.

A short call about what you sell and who buys it. We tell you straight whether we can build the pipeline.

Built For

Financial services firms with a proven offer and room to grow.

·What We Do

Research, creative, media and follow-up. One team, one system, one number.

·How We Differ

Built on data and AI. Senior people on strategy. Every campaign makes the next one better.

Not For

Firms that want a tool to run themselves, or a cheap list of leads.

01The Problem

Agencies sell time. Software sells tools. Firms need clients.

If you sell something valuable, you have felt this. The work of winning clients is spread across an agency, a few tools and whoever has time this week. Nobody owns the result.

The agency model does not scale

Every new client needs new people. The good ideas live in two or three heads. The retainer stays the same whether the pipeline grows or not. So agencies stay small, or they stay average.

Tools still need someone to run them

Firms buy the software and then find out the work is still theirs. Someone has to do the research, write the message, read the data and chase the lead. Usually that someone is already busy.

Results need the whole stack

Research, message, creative, distribution, follow-up and data all have to work together. Split them across three vendors and the pipeline leaks at every join. Nobody can see the whole thing.

So we did not build another tool, or another agency.

We built a firm on data and AI.
02The Offers

One engine. Built one sector at a time.

We go deep in a sector, learn what makes its buyers move, and package the engine as a clear offer with a clear result. Two are live today.

For business brokers and M&A advisers
Proprietary Dealflow

A pipeline of future sellers in your market, built in 90 days.

Most of a firm’s next mandates are already in its market, deciding in private. We map that owner market, reach the owners most likely to sell, and put them on your calendar. You only pay when the pipeline delivers.

See the offer
For financial services spending $20k+/month on Meta
Clearscope Creative

Scale Meta spend without letting CAC scale with it.

Your media buyer can spend more. They need more winning creative to do it. We find the messages already working in your account and turn them into a continuous pipeline of new creative tests. They keep buying. We keep them supplied.

See the offer

Each offer is the same engine, tuned to one sector. New sectors are added as the data earns them.

03How We Work

Research first. Then message, media and follow-up. All on one data layer.

Every engagement runs through the same five stages. What changes is the sector, the message and the channel mix.

Stage 01
Research

We map the market before anyone spends a dollar. Who the buyers are, how many there are, what moves them, who else is talking to them, and what a real opportunity should cost.

The systemPull, clean and structure the market data. Draft the segments.
PeopleDecide where to play and what we are willing to say.
Stage 02
Message and creative

We find the message that makes the right buyer think “this is about me”, then produce it in whatever the channel needs. Statics, video, landing pages, email, outreach.

The systemDraft, version and produce at volume. Keep the library organised.
PeopleChoose the angle. Sign off anything a client’s name goes on.
Stage 03
Distribution

Paid social, search, direct outreach, retargeting. Only the channels the research justifies. We run the media ourselves, or we supply the creative to the team you already have.

The systemBuild, launch, monitor and report. Flag what is fatiguing.
PeopleSet budgets and targets. Make the calls the data cannot.
Stage 04
Follow-up

Every response is answered, qualified and moved. Applications, calls, nurture, reminders. A lead that sits for a day is worth half as much, so nothing sits.

The systemFirst response, qualification, scheduling, nudges.
PeopleThe conversations that need a person, and the handover to yours.
Stage 05
Learning

Every touch lands in one system. Which message, which segment, which channel, what happened next. What we learn on one campaign feeds the next one. This is the part that compounds.

The systemRead results, spot patterns, propose the next tests.
PeopleDecide what to make next. Tell you plainly what is working.
What the system does
What people do
The repeatable work: research, drafting, production, first response, reporting
Strategy, judgement, taste and sign-off
Run around the clock, across every client at once
Stay close to a small number of clients
Get better with every campaign in the data layer
Own the relationship and the result

You see all of it. Every client gets a live workspace showing what is being researched, what is in production, what is running and what it produced. No monthly PDF theatre.

04The Company

Why we are building it this way.

Most AI companies sell software to service businesses and hope those businesses change how they work. We took the other route. We are the firm, and we built it on data and AI from day one.

That means we own the client and the result, not a seat licence. When the system works, we capture the value of the outcome. And because so much of the labour is done by systems we built, we can deliver it at a cost and speed a traditional agency cannot match.

Every campaign makes the next one better. Research, creative, responses and results all land in one data layer. Over time that becomes the asset: a working model of how buyers in each sector are found and won.

We started in financial services, where one client is worth a lot and the buying decision is slow and private. M&A advisers and business brokers. Insurance. Lending. Places where the message has to do the targeting, and where doing it well is hard to copy.

01
Full stack, one sector at a timeEach offer is a wedge. We learn a sector, package the engine for it, and prove it before we add the next.
02
Service margins, moving toward software marginsHumans on judgement, agents on labour. The share done by agents rises every quarter.
03
One data layer across everythingEvery contact, touch and outcome in one place, across every sector we serve. Agents plan and optimise on top of it.
For investors

We are building a full-stack AI company for client acquisition. If that is your thesis too, we should talk.

tommy@clearscopefunnels.com
05Who We Work With

Built for firms where one new client is worth real money.

A strong fit usually looks like:

  • Financial services: insurance, lending, M&A advisory and adjacent
  • A proven offer that already sells
  • A team that can take on more clients
  • Real revenue behind each new client
  • A partner willing to give access, data and honest feedback
  • Ambition to grow beyond referrals

Probably not for you if:

  • You want a tool and plan to run it yourself
  • You are looking for the cheapest lead you can find
  • You still need to prove the offer itself
  • Nobody on your side will own the follow-through
  • You need a handful of assets, once
06FAQ

Straight answers

To you, a performance marketing firm. You get a team that owns your client acquisition and is measured on results. Under the hood, much of the work runs on systems we built and data we own. That is what lets a small senior team do the work of a much larger one, and get better at it every month.

Our systems do the repeatable parts: research, drafting, production, first response and reporting. People do the strategy, the judgement and the sign-off, and they own the relationship with you. Nothing goes out with your name on it without a person approving it.

Financial services. Today that means two live offers: one for business brokers and M&A advisers, and one for insurance, lending and other financial services companies acquiring customers on Meta. Both are linked above. If you are elsewhere in financial services and sell something valuable to a slow, private buyer, book a call and we will tell you honestly whether it fits.

It depends on the offer. Some engagements are paid on delivery, some are a monthly retainer. We walk through the structure on the call before you commit to anything, and we do not ask for long contracts.

Book a call. It is short and there is no deck. We ask what you sell, who buys it and what has worked so far. If we can build the pipeline, we say so and show you how. If we cannot, we say that too.

Tell us what you sell. We will tell you if we can build the pipeline.

A short call about your offer, your buyers and what has worked so far. No deck. No pitch. A straight answer.

Book a Call
Investors: tommy@clearscopefunnels.com