Quarterly online summits + curated peer discussions designed to connect industry leaders and foster collaborative growth.
Tactical conferences focused on compliance, sales, and automation with actionable insights you can implement immediately.
Dedicated account managers connecting you to the best publishers in the industry with managed media buys, KPI tracking, and coaching to maximize ROAS.
We work with companies across the top B2C finance verticals to drive compliant, scalable revenue.
$12.6T market. Optimize compliant contact workflows.
Streamline auto financing with compliant lead generation.
Help consumers resolve tax issues with IRS and state agencies.
Connect consumers with debt relief solutions through compliant channels.
Help consumers improve credit scores through legal, compliant services.
$180B market connecting consumers with personal financing options.
Rapidly growing $125B market with innovative payment solutions.
Growing market for renewable energy home improvements financing.
Help patients access financing for elective procedures and care.
Alternative path to homeownership with flexible financing options.
$1T market with opportunities in acquisition and balance transfers.
Financing solutions for small and medium-sized businesses.
Our proven 3-step process to drive measurable revenue growth and compliant customer acquisition.
We audit your current media and systems and connect you with proven traffic sources and vendors backed by real ROAS/KPI data. We manage onboarding, contracts, and set smart buy levels to reduce waste and accelerate qualified leads.
All campaigns are monitored through our proprietary media ROAS dashboard, giving you real-time visibility into spend, performance, and compliance metrics.
We help you scale by refining sales processes, optimizing the customer journey, and selecting best-in-class vendors for CRM, automation, and conversion lift.
We audit your current media and connect you with proven traffic sources backed by real ROAS data. We manage onboarding, contracts, and set smart buy levels to reduce waste and accelerate qualified leads.
All campaigns are monitored through our proprietary media ROAS dashboard, giving you real-time visibility into spend, performance, and compliance metrics.
We help you scale by refining sales processes, optimizing the customer journey, and selecting best-in-class vendors for CRM, automation, and conversion lift.
Connect Partners works with trusted vendors in the industry
Advanced lead scoring and routing platform with AI-powered qualification.
End-to-end compliance monitoring and documentation for regulated industries.
Premium media buying platform with direct publisher relationships and ROAS tracking.
Automated verification and authentication for consumer finance applications.
Purpose-built CRM for loan origination with automated workflows and compliance tools.
Marketing automation platform with advanced segmentation and personalization.
Every Connect Partner vendor has gone through a multi-point review process — including feedback from founding members, ROAS verification, and real-world client success stories. We only recommend solutions we'd use ourselves.
Membership is by invitation or application. Pricing details provided upon inquiry.
Southern California
Join industry leaders for our exclusive Q3 event focused on scaling B2C operations through advanced automation and compliance strategies.
Looking ahead
2026 destination conferences and focused compliance tracks coming soon