GTM Channel Discovery: Escrow Fintech
The company provides digital escrow and secure payments for high-value sales such as used vehicles. It sells both to consumers completing a sale and to the platforms and dealers that could distribute it. The brief: find which GTM channel works, which doesn't and why.
- Client
- Fintech · escrow for high-value sales
- Sector
- Fintech / secure payments
- Engagement
- GTM channel discovery
- Timeline
- 7 weeks
The Challenge
What was at stakeA trust-and-transaction product is not an impulse buy, and its volume can come either from consumers one deal at a time or from platforms that embed it. The team needed to know whether paid consumer channels worked, or whether budget belonged in partnerships and outbound, before scaling.
How We Approached It
4 steps- +Tested five channels to a completed-transaction goal: cold outbound, platform partnerships, Google, Meta and trust content
- +Aimed outbound at marketplaces and dealers who could distribute the product
- +Measured to completed secured transactions, not clicks
- +Compared one-at-a-time consumer acquisition against embedded distribution
What We Delivered
3 outputs- +A ranked read on which channels drove completed transactions
- +The reason a trust product distributes better through platforms than ads
- +A plan concentrating on partnerships and targeted outbound
Outcome
What it changed- +Platform partnerships and outbound won: embedding the product where the sale already happens drove real volume
- +Google and trust content captured a thin stream of consumers already searching for a safe way to pay
- +Meta lost: a high-trust transaction is not something people commit to from a social ad
In Their Words
Anonymised, role-based“You don't win a high-trust payment from a scroll-by ad. Our volume comes from embedding where the sale already happens, and from reaching platforms directly. Consumer ads were the wrong tool.”
Anonymity & Compliance
How this study was producedThis is a representative, anonymised composite of a go-to-market engagement. The client is described by what it does, never named, and the channel results illustrate the pattern we found rather than one account's exact figures. Each study reflects real engagement structure: channels were tested in parallel and measured against qualified pipeline, not vanity metrics. Talk to us about your channel mix.
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