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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 a growing bank portfolio.

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Context

A full-funnel view for a growing bank portfolio.

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.

Maven delivered a full-funnel analytics solution, integrating disparate systems, implementing multi-touch attribution models in dbt, and deploying white-labeled Looker Studio dashboards. The result was an 80% reduction in reporting time and a scalable platform now serving 19 banking clients.

Challenge

Make the hard parts visible.

Constraints we designed around

  • 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 struggled with siloed data across 12+ platforms, no attribution past last-click, lost tracking between marketing sites and banking portals, 80+ hours of manual reporting per month, and no visibility into which campaigns produced funded accounts.

Approach

Build the foundation, then make it useful.

Each engagement follows the work required to move from fragmented source data to a reporting layer people can use.

01

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: agency media fees and reconciled billing discrepancies across systems
02

Data architecture in dbt

Implemented a layered data modeling framework using dbt.

  • Bronze: raw ingestion tables, schema harmonization, type casting, and de-duplication
  • Silver: UTM stitching, sessionization, lead deduplication, and join keys across sources
  • Gold: attribution model outputs, funnel stage mappings, and media spend alignment
03

Attribution & reporting logic

Operationalized attribution using a composable model structure.

  • Multi-touch models: first touch, last touch, and even-weighted distribution
  • Milestone mapping through application, approval, and funding stages
  • Channel role classification differentiating assist channels and conversion channels
04

Powered by Maven

Deployed reporting through a centralized analytics portal.

  • Looker Studio dashboards for funnel performance, ROAS, and CAC by channel, campaign, and location
  • Daily refresh powered by BigQuery reporting tables
  • White-label portal with role-based permissions for each bank or credit union

System view

One path from activity to an answer.

The engagement connected paid media, banking-application milestones, and client reporting into one governed 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

    Stitching, modeled milestones, and normalized media cost

  4. Client portal

    White-label Looker Studio dashboards with role-based access

Deliverables

The work leaves a usable system behind.

Maven delivered a full-funnel analytics solution across four layers: modular ingestion, dbt medallion modeling, multi-touch attribution with milestone mapping, and white-labeled Looker Studio dashboards in a client portal.

Modular ingestion

A consolidated pipeline for the fragmented marketing and conversion sources.

Layered data models

Bronze, silver, and gold dbt layers for normalized, reusable reporting logic.

Milestone attribution

First-touch, last-touch, and even-weighted views through application, approval, and funding.

Client reporting portal

Daily white-label dashboards for each bank or credit union.

Verified outcomes from the case study

What changed after the work.

The approved case source reports measurable time savings and a scalable reporting foundation across the portfolio.

80%
Reduction in manual reporting time
19
Banking clients operating on the platform
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 supporting 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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