From 80 reporting hours a month to 4 a week.
HIFI’s reports pulled from 12+ platforms and stopped at the last click. We connected them from ad click to funded account, and gave each bank and credit union a dashboard that refreshes every day.
HIFI AgencyFinancial marketing agency · Managed servicesOne funded accountHIFI report · Cedar Valley CU
Clicked a Facebook video ad“Switch to free checking”
Clicked a Google search ad“free checking near me”
Landed on /checking/freeBank’s marketing site- Started an applicationMANTL account opening
- ApprovedCore banking system
- Funded the account$2,500 opening deposit
Reports stopped at the click. Banks pay for funded accounts.
Tracking broke at each bank’s application, so applications, approvals and funded accounts never reached the reports. No channel got credit for the accounts it produced.
In the reports
Bank websiteOut of the reports
Ad click to funded account in one dataset, and a portal for every client.
Ad platforms, GA4 and HIFI’s banking data, including MANTL applications, funded accounts and media fees, are matched on one ID and refresh daily into each client’s own portal.
HIFI Agency’s environment
Ad platforms
Site analytics
Custom banking dataset
- MANTL applications
- Funded accounts
- Media costs and fees
Maven
- RawStandard names, no duplicates
- CleanedVisits matched to applications, one ID
- ReportingFunnel, spend, attribution
Client portalCedar Valley CU ▾Powered by Maven
× 19 banks and credit unions, each with its own login
Full-funnel attribution, from ad click to funded account.
Four steps follow each ad click through application and approval to the funded account, using HIFI’s bank data.
- 01
Start at the ad click
Ad clicks and GA4 landing-page visits load every morning, so each journey starts with the ad click and the page it landed on.
BeforeExports from every platform, pasted together by hand
AfterEvery click and landing page in one daily pipeline
- 02
Match clicks to bank records
MANTL applications and funded accounts are cleaned in three steps and matched to the visit that started them by one ID.
BeforeAd visits and bank applications never matched
AfterEach application tied to its visit by one ID
- 03
Credit funded accounts to channels
Every application, approval and funded account is credited to the channels that produced it.
BeforeFunded accounts never credited to a channel
AfterFirst touch, last touch and linear side by side, each channel an opener or closer
- 04
Show each client its full funnel
Each bank and credit union logs in to its own HIFI-branded portal, refreshed daily, with the funnel from impressions to funded accounts.
BeforeClient reports built by hand every month
AfterClients open their own funnel, from click to funded account
Last touch gives Facebook 9% of funded accounts. Linear gives it 24%.
One credit union’s portal, from impressions to funded accounts. Switching the attribution model shows the credit Facebook earns for opening journeys that other channels close.
Funnel
Impressions4.82MClicks61,3001.3%Landing page sessions54,90090%Funded accounts by channel
Google SearchCloser61044%FacebookOpener1259%BingCloser15011%StackAdaptOpener282%LinkedInOpener353%Want a portal like this for your clients? We’ll walk you through it and map what your clients’ data needs.
Book a walkthrough
Adding this service into our toolkit has allowed us to test more, scale results faster, and become one of the strongest financial marketing agencies in the U.S.
Take your clients from last-click reports to funded accounts.
Start with a free scan of one client’s site, or have us connect ad and bank data from click to funded account, with a branded portal for every client.