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How OCBC Securities reduced acquisition costs by 61% with full-funnel AI optimization

Case Study

How OCBC Securities reduced acquisition costs by 61% with full-funnel AI optimization

Segment

Financial Services

The Results

0 %
reduction in CPA
0 x
CPA performance improvement
0 %
higher open rates vs email

The Challenge

Rising acquisition costs, fragmented audience signals, and poor offline-to-online conversion were limiting growth for wealth and investment products.

The Solution

ADA implemented a full-funnel acquisition strategy combining premium media placements, AI-optimized targeting via Meta ASC and Google PMax, and dynamic creative personalization with continuous A/B testing.

Table Of Contents
The Results
The Challenge
The Solution

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How MBSB Bank processed 75,000+ loan applications in one week

Case Study

How MBSB Bank processed 75,000+ loan applications in one week

Segment

Financial Services

The Results

0 +
applications in week 1
0 RM
M secured in 3 weeks
0 x
efficiency improvement

The Challenge

MBSB Bank launched the Ihsan-i financing programme for EPF members but faced a surge of inquiries that overwhelmed existing channels. The application process needed to be faster, simpler, and accessible via mobile.

The Solution

ADA deployed a bilingual WhatsApp chatbot (Bahasa Malaysia + English) for FAQs, application guidance, and status tracking — with seamless escalation to human agents for complex queries.

Table Of Contents
The Results
The Challenge
The Solution

“WhatsApp became our preferred channel, 90% of customer interactions moved to conversational.”

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How Etiqa Increased Travel Insurance Sales by 121% with an Integrated Online-to-Offline Acquisition Strategy

Case Study

How Etiqa Increased Travel Insurance Sales by 121% with an Integrated Online-to-Offline Acquisition Strategy

Segment

Financial Services

The Results

Established by East Japan Railway Company (JR East), Japan Rail Club is a subscription box service that offers Japanese snacks and gifts. Japan Rail Club is looking for ways to expand its presence in the Taiwan market and ultimately maximize conversions. However, they face the challenge of building awareness about their brand and snack subscription and ultimately drive sales.

0 %
growth in travel insurance purchases from April to November
0 %
increase in brand search volume
-37 %
reduction in cost-per-acquisition (CPA)

The Challenge

The travel insurance market in Singapore peaks sharply during travel season and so does competition. Etiqa was operating in a crowded landscape alongside major insurers like FWD, Singlife, and AIA, while facing rising costs per conversion across paid channels.

To stay competitive and drive incremental growth, Etiqa needed a way to attract new-to-brand customers at scale while maintaining efficiency. They launched a Free Travel Insurance campaign offering daily vouchers to new online customers. The objective was clear: break through a saturated market, increase brand discovery among outbound Singapore travelers, and turn interest into conversion across both digital and physical environments.

The challenge was not just to generate traffic but to ensure new customers actively considered Etiqa at the moment of travel planning when insurance decisions were being made.

The Solution

To meet these goals, ADA designed a full-funnel acquisition strategy that blended online performance marketing with offline reach. Rather than relying solely on digital demand, we created visibility across real-world touchpoints to influence purchase intent earlier and more strategically.

We activated high-intent platforms such as Google Search, Performance Max, Meta, and Quora to intercept users during active research moments. These channels captured mid-to-lower funnel demand and funneled users directly into the Free Travel Insurance offer.

At the same time, we built offline exposure to drive top-of-funnel interest and strengthen recall. The campaign was present where travelers were already moving, commuting, listening, and planning, creating multiple opportunities for Etiqa to enter the decision journey.

This integrated approach ensured Etiqa could remain visible not just in ad feeds, but in everyday life, meeting customers at the intersection of intention and action.

The Execution

We began with a full audit of the travel insurance category to identify behavioral patterns, competitive pressure points, and channel white space. This intelligence guided both media planning and creative deployment.

1. Audience Strategy

We focused on first-time buyers using tailored messaging built around a clear value driver: Free Travel Insurance. The proposition spoke directly to cost-conscious travelers and reduced hesitation during the evaluation stage.

2. Media Strategy

Our online channels were activated for performance at scale:

  • Google Search and Performance Max to capture high-intent demand
  • Meta to reach travelers in discovery and consideration modes
  • Quora to influence research behavior with context-driven placements

Offline execution worked in parallel through a partnership with TMM. This included:

  • High-traffic MRT QR placements, linking commuters directly to the landing page
  • Radio exposure via Kiss Radio, reinforcing recall during commuting hours

3. Creative Strategy

We introduced urgency-driven messaging to activate consideration. Sitelinks across search campaigns reinforced the Free Travel offer and simplified the user experience at click level.

Offline creatives and QR led consumers seamlessly into the online environment, minimizing friction between awareness and action.

The outcome was an ecosystem where offline exposure amplified online performance and digital intent translated into measurable results.

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The Results
The Challenge
The Solution
The Execution

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How OCBC Securities Achieved 706% More Conversions with an Insight-Led, AI-Optimized Full-Funnel Strategy

Case Study

How OCBC Securities Achieved 706% More Conversions with an Insight-Led, AI-Optimized Full-Funnel Strategy

Segment

Financial Services

The Results

0 %
reduction in CPA
0 x
CPA performance improvement
0 %
higher open rates vs email

The Challenge

OCBC Securities needed to deepen brand consideration and drive higher-quality conversions among financially savvy investors aged 30 to 55+. Despite strong brand awareness within this demographic, the campaign faced two immediate barriers: capturing attention in an already saturated financial landscape and converting high-intent users efficiently. Early campaign results reflected this gap, conversion volumes were low, bounce rates were high, and existing media channels were not delivering sufficient impact. The challenge was clear: build trust, elevate relevance, and improve conversion outcomes with a more insight-driven, audience-first strategy.

The Solution

Grounded in deep audience insight, ADA designed a holistic full-funnel strategy that mirrored the behavioural traits of our target investors, data-driven, strategic, and trust-oriented.

To build top-funnel awareness, we deployed high-impact formats across premium financial publishers such as Zaobao, The Business Times, and The Straits Times. These placements elevated OCBC Securities’ presence in environments the audience already trusted.

We strengthened thought leadership through content partnerships with Bloomberg and Seedly, positioning OCBC Securities alongside respected financial voices to build credibility and authority.

To guide users through consideration, we activated a diversified mix of interactive and educational mid-funnel formats such as mCanvas Push Notifications, Facebook LPV campaigns, YouTube, and Google Demand Gen, nudging users deeper into the funnel with relevant, high-value content.

At the bottom of the funnel, the strategy focused on performance-driven channels: SEM, Google Performance Max (Pmax), Meta, and LinkedIn. Continuous optimization through A/B testing, creative refreshes, and refined audience signals ensured sustained efficiency.

A key innovation was the transition from manual campaigns to Meta’s Advantage+ Shopping Campaign (ASC), a first-of-its-kind approach in the trading vertical. This allowed us to leverage Meta’s AI to automate targeting, personalize creatives, and optimize budget distribution.

Across the funnel, the strategy remained rooted in a core insight: investors respond best to brands that demonstrate the same analytical discipline they value in their own decision-making. The solution aimed not only to reach them, but to resonate with them.

The Execution

To bring this strategy to life, we created a connected, insight-led user journey that delivered relevance and value at every stage.

Awareness:

We launched premium, high-impact takeovers across Zaobao, The Straits Times, and YouTube, driving strong visibility among our core financial audiences. These placements helped establish OCBC Securities as a credible and trustworthy brand.

Thought Leadership:

Partnerships with Bloomberg and Seedly amplified the brand’s presence among reputable financial authorities. This reinforced brand legitimacy and drove uplift in branded search interest and top-funnel engagement.

Consideration:

Interactive mid-funnel formats such as mCanvas and Facebook LPV campaigns maintained user engagement and encouraged deeper exploration of OCBC Securities’ offerings.

Conversion:

Lower-funnel efforts focused on SEM, Pmax, Meta, and LinkedIn—channels optimized through A/B testing, diverse bidding strategies, creative refresh cycles, and refined signals.

  • Meta ASC, launched in August, proved to be a breakthrough. After the learning phase, ASC delivered significant gains in both efficiency and volume, demonstrating its viability beyond retail.
  • Pmax performance was enhanced through progressive budget scaling, better creative assets, and improved signal quality. Sitelinks and visual extensions increased relevance and click-through behaviour.

Throughout the campaign, ongoing performance analysis informed agile budget allocation. High-impact channels were scaled up, while underperforming placements were deprioritized, ensuring efficiency and sustained growth.

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The Results
The Challenge
The Solution
The Execution

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How OCBC MyOwn Account Turned a Regulatory Roadblock Into 33% More Conversions With a Mobile-First, Parent-Powered Strategy

Case Study

How OCBC MyOwn Account Turned a Regulatory Roadblock Into 33% More Conversions With a Mobile-First, Parent-Powered Strategy

Segment

Financial Services

The Results

The campaign didn’t just resonate, it converted, turning a regulatory challenge into a mobile marketing success.

Brand Interest & Awareness

  • 4.6× increase in branded search between October and December
  • Steady, month-on-month growth in web traffic and engagement

Performance & Acquisition

Through ongoing optimisation and AI-powered signal learning:

  • Conversions increased by 33%
  • CPA dropped by 89%
  • Direct traffic surged by 471%, reflecting stronger trust, recall, and word-of-mouth

Media & Strategy Impact

  • High-impact formats delivered scale across parents’ daily digital touchpoints
  • Parenting communities and KOL recommendations built credibility and mid-funnel momentum
  • Meta ASC became a standout innovation, outperforming manual campaigns and proving viability for financial services
  • Dual PMax streams delivered a 45% uplift, thanks to smarter segmentation of promotional vs. always-on periods
0 x
increase in branded search between Oct & December
0 %
increase in conversion
0 %
surge in direct traffic

The Challenge

Launching a banking product for kids sounds simple until you realise you can’t speak directly to them. OCBC’s MyOwn Account (MOA), designed for children aged 7 to 15, lives entirely within the OCBC Digital app and empowers young users to learn money management under their parents’ guidance. A strong product, with a big ambition but one fundamental roadblock.

We couldn’t target the very audience the product was built for.

1. Regulatory restrictions

Advertising directly to children was off-limits. No kid-focused creatives. No direct targeting. No messaging that felt even remotely child-directed. Our entire core audience was legally unreachable.

2. Teen resistance

Teens (13–15) were technically targetable, but creatively a tough crowd. They reject “financial education” content, respond poorly to parent-driven messaging, and seek autonomy, not instruction.

3. Parent fatigue

That left parents as our primary gateway. But today’s digitally savvy parents are overloaded with advice, ads, and expectations. Convincing them to open a banking app for someone else posed its own challenge.

But within these constraints lay the opportunity: MOA wasn’t just a banking product, it was a shared experience. A practical, confidence-building journey between parent and child. We didn’t need to sell features. We needed to spark recognition:
“This makes sense for us.”

So we reframed the problem into something solvable:

  • Not “How do we advertise to kids?”
    But “How do we empower parents to start the conversation?”
  • Not “How do we simplify a digital product?”
    But “How do we show this app fits into their everyday life?”
  • Not “How do we drive downloads?”
    But “How do we build trust in a mobile-first experience for two very different users?”

And with that clarity, ADA got to work.

The Solution

A Mobile-First Strategy Built for Busy Parents Powered by Real Insights and AI Precision

MOA lives inside a mobile app, so our campaign had to be mobile-native in mindset, format, and journey. Our audience? Digitally fluent parents who toggle between apps, make decisions on the go, and scroll at speed. The campaign had to move at their pace.

We built the solution around three pillars:

1. Mobile-first creative that feels familiar, not “ad-like”

We showed up in the platforms parents actually live on: TikTok, Instagram, YouTube, and Meta using vertical, scroll-native videos that looked more like relatable parenting content than financial advertising.

2. Trust-building through parent-led storytelling

Awareness alone wouldn’t move parents to onboard their children. So we partnered with parenting influencers, community groups, and family-focused forums to spark real conversations. Parents didn’t just hear about MOA, they saw other parents using it.

3. Performance precision through AI-driven optimization

We adapted Meta’s Advantage+ Shopping Campaign (ASC), typically used in retail for a financial product. ASC automated targeting, matched parents to the right creative moments, and optimized spend based on real-time behaviours.

Google Performance Max and Search captured high-intent users, guiding them from interest straight into onboarding with minimal friction.

Every path led to a clean, mobile-first landing page that simplified MOA into one clear message: This makes financial learning easier for both you and your child.

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The Results
The Challenge
The Solution

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