HIFI Agency: Full-Funnel Banking Attribution

Complete attribution from ad clicks to funded accounts for 19 banking clients. 80% reduction in manual reporting.

Client

HiFi Agency

year

Jan 2024

services

Reporting

platform

Looker Studio

Project overview

HiFi Agency, a marketing firm serving 19+ banks and credit unions, needed visibility into the entire customer journey—from ad spend to funded accounts. They were managing fragmented data across 12+ platforms (Facebook, Google, MANTL, core banking systems) and spending 80+ hours monthly on manual client reporting.

MetricMaven delivered a full-funnel analytics solution, integrating disparate systems, implementing multi-touch attribution models in dbt, and deploying white-labeled Looker Studio dashboards.

Result: 80% reduction in reporting time and a scalable platform now serving 19 banking clients.

Execution

The Challenge

HiFi Agency manages digital marketing for banks and credit unions but faced a critical attribution problem: they could see ad clicks but had zero visibility into which campaigns actually drove funded accounts.

Specific pain points:

Platform data silos: Ad platforms showed clicks and applications, banking systems showed funded accounts, but they were completely disconnected
Attribution blindness: Platform-reported last-click only, missing the full customer journey across multiple touchpoints
Cross-domain chaos: Lost tracking when users moved between marketing sites and banking application portals
Manual reporting hell: Agency was spending 80+ hours per month creating individual client reports

What We Built

To deliver accurate attribution and full-funnel visibility, we executed a streamlined workflow across four layers:

1. Integration & Ingestion

Built a modular ingestion pipeline consolidating 12+ fragmented data sources:

Marketing Platforms: Facebook, Google Ads, Bing, StackAdapt, LinkedIn, GA4
Conversion Platforms: MANTL applications and funded account data
Cost Normalization: Included agency media fees and reconciled billing discrepancies across systems

2. Data Architecture in dbt

Implemented a layered data modeling framework using dbt:

Bronze Layer: Raw ingestion tables, schema harmonization, type casting, and de-duplication
Silver Layer: UTM stitching logic, sessionization, lead deduplication, and join keys across disparate sources
Gold Layer: Attribution model outputs, funnel stage mappings, and media spend alignment

3. Attribution & Reporting Logic

Operationalized attribution using a composable model structure:

Multi-Touch Attribution Models: First touch, last touch, and even-weighted distribution across all marketing touchpoints
Milestone Mapping: Tracked lead journey through application, approval, and funding stages
Channel Role Classification: Differentiated between assist channels and conversion channels

4. Visualization & Enablement

Deployed reporting through a centralized analytics portal:

Looker Studio Dashboards: Funnel performance, ROAS, and CAC breakdowns by channel, campaign, and location
Daily Refresh: Dynamic dashboard updates powered by BigQuery reporting tables
White-Label Portal: Embedded dashboards with role-based permissions for each bank or credit union

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Project results

Over 2 years, as the agency's client base grew, HiFi successfully onboarded 19 banking clients to their custom reporting platform.

Business Impact

Full visibility achieved: Clients can now track the complete journey from Impression → Click → Landing Page Visit → Application → Approval → Funded Account
80% reduction in manual reporting: Reporting time dropped from 80+ hours per month to just 4 hours per week
Scalable infrastructure: Platform supports 19 clients with minimal ongoing maintenance

What the Client Said

"MetricMaven greatly improved our ability to deliver the type of media attribution our company wants to bring to an industry that struggles with so many fragmented data siloes. Adding this service into our toolkit has allowed us to create room for our creative and media teams to test more, scale results faster, and grow into one of the strongest financial marketing agencies in the U.S."

— Hunter Young, Founder, HiFi Agency

What our customers say

“MetricMaven greatly improved our ability to deliver the type of media attribution our company wants to bring to an industry that struggles with so many fragmented data siloes. Adding this service into our toolkit has allowed us to create room for our creative and media teams to test more, scale results faster, and grow into one of the strongest financial marketing agencies in the U.S.”

Hunter Young

Founder, HIFI Agency

“MetricMaven built exactly what we needed: a scalable system that gives our franchise development client visibility they've never had before. Being able to see which ad sources actually drive closed deals—not just leads—has transformed how they allocate their marketing budget. And the fact that we can add new brands to the system without starting from scratch makes this a true competitive advantage for our agency.”

Josh Deyton

EVP, See.Spark.Go

“This dashboard transformed how we operate. We went from spending hours every week creating reports to having real-time insights at our fingertips. Being able to see cost per booking by service type across all our platforms has dramatically accelerated how quickly we optimize campaigns.”

Jonathan Wallace

Founder, Trovant Media

“MetricMaven has transformed the way we do data reporting to our partners at Kitchen Hub! With it's user-friendly interface, we effortlessly share detailed insights with our network of restaurant partners.”

Fatima Ahmad

BI Lead at KitchenHub

“I have never had such a positive experience working with a company before. Jamie was clearly an expert from day one. He transformed our dashboard and integrations while being professional, prepared, and genuinely invested in our success.”

Joe Formica

Founder, Bitesize UX

“Jamie was extremely helpful in helping us create a new Google Ad report template. He adapted the report to our needs and was patient and responsive with all of our questions. We will definitely be using him again for our next project.”

David Luyendyk

Founder, Yellow House Design and Marketing

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