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Data & measurement for financial services

Data & measurement

Know what happens after the form

Good paid media needs a clear view of what happens after the advert. In financial services, the important result often happens several steps after the form. Someone may need to speak to the team, pass checks, get approved, take out a policy, fund a loan, open an account or show up as revenue in the CRM.

We carry campaign data through the page, form and CRM where your setup allows it. That can include source, campaign, keyword, click IDs, form details, sales outcomes and revenue signals.

The aim is to make the connection clear enough for better decisions, not to create another report for the sake of it.

When the data is working, paid media has better information. Budget can move towards the campaigns, keywords and channels that create good customers, the ad platforms can learn from more useful outcomes, and the team can spot tracking gaps before they skew the plan.

We also use our own tools to check tracking health, click IDs, fraud signals, spend pace and CRM results. That helps the team see issues quickly and turn them into clear next actions.

Good measurement should make the work easier to manage. You should be able to see where the money is going, what it is creating and what should happen next.

What this improves
  • Numbers you can trust
  • A clearer view of which campaigns, channels and customer groups create customers
  • Better feedback from CRM into ad platforms
  • Faster action when tracking or spend changes
  • Better decisions about CPA, ROAS, revenue and budget

Why this matters in financial services

Financial services journeys have more steps than most marketing reports show. The first enquiry may be useful, but the real value often comes later: a funded loan, a policy, an approved account, a qualified mortgage conversation, a completed application or revenue in the CRM.

Better measurement gives the paid media work a stronger signal. It helps us see which campaigns, channels and customer groups are creating value, where the journey needs work, and which next step is likely to make the biggest commercial difference.

Trusted by financial services brands in the UK, US and Canada

Aro logo
Aurora Capital logo
Be Clever With Your Cash logo
Better.co.uk logo
Bionic logo
Buyline logo
Choose Wisely logo
CLS Money logo
Compare My Insurance logo
Integra Credit logo
Loans Warehouse logo
money.co.uk logo

Data & measurement FAQ

Can you help improve the accuracy of my management information?

Yes. Many teams have different numbers in board reports, ad platforms and CRM systems. We help line those numbers up so decisions are easier.

Is this just analytics?

Data & measurement goes beyond site analytics. It connects marketing activity to the result after the form, such as sales, funded customers, policies, accounts, quotes or revenue.

Do you need our CRM?

Usually, yes. When the real outcome happens after the lead, the CRM is where the useful data usually sits.

Can you track where my customers are coming from?

Yes. We can carry source, campaign and click data through landing pages, forms and CRM systems, then link it to conversion quality, customer value and revenue where your setup allows it.

Can you manage my Google Analytics account?

Yes. We work with GA4, but the useful part is making sure your ad platforms, tracking and business reports line up well enough to support good decisions.

Can you connect paid media to offline sales?

Usually, yes, if the CRM or sales process stores enough data to match enquiries back to the campaign. We can carry source and click data through the journey, then use it to understand which campaigns are creating sales, funded customers, policies or other real outcomes.

What clients say

Mortgage Broker

71a brought deep expertise in financial services marketing and quickly became a valuable partner, delivering quality leads at a cost-efficient level without compromising on targeting or performance. They took the time to understand our audience, refined creative and media strategy to suit our goals, and translated marketing into commercial outcomes.

Jack Smithson
Jack Smithson
Better.co.uk
Business Insurance Broker

We have had the pleasure of working with both Nathan and Ed for some time now. They have invested considerable time in understanding our business and our market. The result of this is that they have then been able to utilise their expertise to make a real difference to Compare.

Mark Thomas
Mark Thomas
Compare Insurance
Loan Broker

We are currently in our 2nd year of working with 71a and continue to be impressed with their expertise and proactivity. Small agency, where your account is managed by senior experts within the business.

Lauren Cooper
Lauren Cooper
My Community Finance

Want paid media to bring in better customers?

For financial services brands selling direct to consumers or SMEs, whether paid media is already important or you are ready to test it properly.

Book a call with the team

Talk through your current or planned paid media, tracking, pages and forms. You will speak with someone senior, and we will say what we would improve first.