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HIFI Agency · Financial marketing agency

Full-funnel banking attribution for 19 clients.

How HIFI reduced reporting time and connected advertising activity to funded-account outcomes across 19 banking clients.

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Situation

A full-funnel view across 19 banking clients.

What made it hard

  • 12+ fragmented marketing and conversion sources
  • Tracking lost between marketing sites and banking portals
  • Funded-account milestones that last-click reporting could not explain
  • 80+ hours of manual client reporting each month

HIFI Agency, a marketing firm that served 19 banks and credit unions when we built the system, 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.

We connected those systems, built multi-touch attribution models, and deployed white-labeled Looker Studio dashboards. The result was an 80% reduction in reporting time and a platform that served 19 banking clients.

HIFI’s data sat in more than 12 platforms. Reporting stopped at the last click, tracking broke between marketing sites and banking portals, and the team spent 80+ hours a month building client reports by hand. Nobody could see which campaigns produced funded accounts.

What we did

How we fixed it.

We connected every source, modeled the path from ad click to funded account, and gave each bank a white-labeled dashboard that refreshed daily.

01

Connect every source

We built one pipeline that pulled 12+ sources into one place every day.

  • Ad platforms: Facebook, Google Ads, Bing, StackAdapt, LinkedIn, and GA4
  • Banking outcomes: MANTL applications and funded-account data
  • Costs: agency media fees included, and billing differences reconciled across systems
02

Model the data in layers

We used dbt, a tool for writing tested data transformations, to clean the data in three layers: raw, cleaned, and reporting-ready.

  • Raw: source tables with consistent names and types, duplicates removed
  • Cleaned: visits stitched to leads through UTM tags, with one ID across sources
  • Reporting-ready: attribution results, funnel stages, and media spend lined up
03

Attribute funded accounts

We credited each application, approval, and funded account to the channels that produced it.

  • Three views: first touch, last touch, and credit split evenly across touches
  • Milestones tracked through application, approval, and funding
  • Channels labeled by role, so assist channels weren’t mistaken for waste
04

Give each bank its own portal

We delivered reporting through a white-labeled client portal.

  • Looker Studio dashboards for funnel performance, ROAS, and cost per acquisition by channel, campaign, and location
  • Daily refresh from BigQuery, Google’s data warehouse
  • Role-based access for each bank or credit union

System view

One path from activity to an answer.

We connected paid media, banking-application milestones, and client reporting into one path.

  1. Ad platforms

    Facebook, Google Ads, Bing, StackAdapt, LinkedIn, and GA4

  2. Sites + banking portals

    Landing pages, MANTL applications, and funded-account data

  3. BigQuery + dbt

    Google’s data warehouse, with tested models that stitch visits to applications

  4. Client portal

    White-label Looker Studio dashboards with role-based access

Result

What changed.

HIFI cut manual reporting by 80% and could see which campaigns produced funded accounts.

80%
Reduction in manual reporting time
19
Banking clients on the platform when we built it
12+
Sources consolidated into the reporting workflow
  • Full visibility from impression → click → landing page → application → approval → funded account
  • 80% reduction in manual reporting (from 80+ hours per month to about 4 hours per week)
  • Scalable infrastructure that supported 19 clients with minimal ongoing maintenance

“MetricMaven greatly improved our ability to deliver the type of media attribution our company wants to bring to an industry that struggles with fragmented data silos. 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.”

Hunter Young, Founder, HIFI Agency

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