The new rules for financial services digital advertising: How to stay compliant in 2025

Dealing with tighter compliance and higher costs?

Financial services marketing has become a high-stakes challenge. Rising CPCs — $100+ in some verticals. Disappearing targeting options. Compliance constraints that create daily obstacles.

The solution isn't working harder — it's working differently.

Level Agency and The Trade Desk conducted an extensive analysis of high-performing FSI marketing campaigns to decode exactly what separates winners from everyone else. 

Here's what they're doing differently:

• Using broad targeting that actually costs less than narrow audiences
• Tapping third-party data that stays compliant
• Testing creative like their jobs depend on it (because they do)
• Building email funnels that work when retargeting doesn't
• Diversifying beyond Google and Meta before they have to

This isn't theory. These are proven strategies being deployed right now by the most successful financial services marketers. 

Ready to stop fighting the platform restrictions and start using them?