The Challenge
A national online lender to small businesses needed to reach high-potential business owners in a way that moved beyond digital noise and generic targeting.
Traditional tactics weren’t producing measurable impact, and the brand sought a scalable solution that could identify, engage, and convert business owners with verifiable interest in funding solutions.
Solution
Stream Companies identified 16,317 new households over a three-month span and uncovered 725 returning live households, including over 3,100 multi-unit residences. This identity-based foundation gave the campaign precision and scale.
The company’s objective was to activate new business owners seeking funding beyond their existing pipeline, increase campaign precision, and drive measurable conversions using verified first-party data.
Tactics Used:
Audience Generation: This company transformed website traffic from small business owners into verified, first-party business profiles using Stream’s patented identity resolution. This allowed them to engage high-potential funding prospects with precision, far beyond their existing pipeline.
Direct Mail (SmartMail): They used AI-powered SmartMail to deliver timely, personalized funding offers directly to business owners. Each mailer was dynamically optimized using real-time engagement data, keeping the brand top-of-mind when funding decisions were being made.
Display Advertising: This company turned verified business behavior into actionable insight using identity-based signals. With visibility into where each business owner was in their funding journey, the team targeted ads to match specific needs.
Results
The omnichannel marketing approach led to over 300 new clients in just three months. By combining digital and physical engagement, this national small-business financing provider successfully moved from anonymous interest to signed clients with efficiency and scale. SmartMail and audience resolution worked in tandem to identify, engage, and convert qualified business owners actively seeking funding.
Ready To Reach Beyond Your DMA?
Schedule your demo and discover how Stream Companies helps financial institutions activate f irst-party data to drive measurable growth and client acquisition.
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