How Bamboo Helped Origin Financial Scale Spend and Lower CAC in 90 Days

Origin is the leading financial management platform that helps people track, understand, and take control of their finances by unifying spend and investment tracking, AI-powered budgeting and insights, and more.

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25%

Increase in total advertising spend

30%

Increase in free trial acquisitions

Decrease in CAC

The Challenge

Origin needed a strategic partner that could deliver immediate impact while building strong foundations for long-term growth.

The client required rapid onboarding and quick wins to maintain momentum in a highly competitive fintech landscape.

Bamboo's Approach

Bamboo quickly restructured campaigns to better serve Origin’s growth needs, doubled down on creative strategy, and expanded into a new channel to drive immediate performance gains while establishing scalable growth systems.

Campaign Consolidation: Bamboo improved budget efficiency by consolidating fragmented campaigns, reducing spend stuck in learning phases from 24% to 7%.

Creative Strategy Enhancement: Developed platform-native assets emphasizing motion, clear product value, and strong CTAs, which scaled the Stories & Reels–specific campaign by over 10x while reducing customer acquisition costs by 19% within the first month as we reached new audiences.

Rapid Platform Expansion: Within two weeks of partnership, Bamboo launched TikTok campaigns to reach new prospective users with proven creative assets, achieving platform CAC performance in line with blended averages across channels.

"The Bamboo team helped us unlock a new level of growth across new and existing channels. From the start, they were able to jump in and improve fundamental pieces of our media strategy that set us up for long-term success. Their approach to and execution of creative testing was particularly effective at driving increased user growth at lower costs."

Alex Lavian

VP of Marketing at Origin

The Results

Bamboo delivered significant growth in trial acquisitions while simultaneously improving cost efficiency through strategic budget allocation and creative optimization.

+25% increase in total advertising spend that helped improve efficiency
+30% increase in free trial acquisitions through improved targeting and creative strategy
-4% decrease in customer acquisition costs despite increased competitive pressure in fintech