The data you can't send is the constraint
In most categories the measurement question is how to collect more. Here it's how to collect enough while never transmitting the things you must not.
What's different here
Financial products carry two constraints most measurement work ignores. Application data is sensitive (approval status, product type, amounts) and must never reach a third-party tag, which rules out the convenient implementation almost every tag manager tutorial describes. And consent rejection rates are unusually high in this category, so an implementation that only works for consenting users loses a larger share of signal here than anywhere else.
Trusted by teams at
What analytics & measurement looks like for fintech companies.
These are the plays that wouldn't appear on a generic analytics & measurement page. They only make sense in fintech & financial services.
Keep sensitive parameters out of the tag layer entirely
Approval outcome, product type and amounts should never be pushed to a client-side data layer where any tag can read them. Server-side transmission with an explicit allow-list of parameters is the only implementation we'd defend in an audit, and it's significantly different from the default setup.
Design for a high rejection rate
Consent rejection is markedly higher in financial services than in retail. That makes consent-aware collection and modeled recovery worth more here than elsewhere, and it makes an implementation that quietly ignores consent a legal exposure, not a technical shortcut.
Optimize on funded, not on applied
Applications are easy to buy and frequently uncorrelated with a funded account. Feeding the funding event back (server-side, with no sensitive attributes attached) is what stops the platform optimizing toward people who apply and never complete.
Keep an audit trail of the methodology
Regulated firms get asked how a reported figure was produced. Written methodology, versioned, with changes dated, converts an awkward question into a document. It also stops the reporting model being changed quietly between quarters.
What holds fintech companies back
Marketing and finance report different numbers
Platforms double-count conversions and browser tracking misses a third of events. Both teams use real data and reach incompatible conclusions.
Compliance-heavy funnels kill conversion
KYC requirements, disclosures and long application forms are necessary. They're also brutal on completion rates unless they're designed carefully.
You're optimizing the wrong event
Application starts are easy to buy. Funded accounts are what make money. Most fintech ad accounts are optimized to the former.
Ad platform policy restrictions
Financial services face heavy ad restrictions. Account bans and disapprovals stall growth for weeks if you don't know the rules cold.
Same rigor, applied here.
The full analytics & measurement scope and process are identical whoever the client is. What changes for fintech & financial services is the tactics above, not the delivery model.
What's included
How it runs
- 01Audit and reconcile — Week 1–2
- 02Rebuild collection — Week 2–4
- 03Validate against reality — Week 4–5
- 04Design the holdout — Week 5–6
- 05Read the result and reallocate — Post-test
- 06Hand over the documentation — Ongoing
Fintech & Financial Services results, in detail.
Full case studies with the numbers, the mistakes, and the recommendations clients didn't want to hear.
Scoped like the core service, no surcharge.
Every engagement is quoted from your actual brief. There's no vertical surcharge for this combination. Request a quote and we'll scope it properly.
Audit
Teams who suspect the numbers are wrong and need to know how wrong.
Scoped to your brief
- Full event and tag audit
- Platform vs actual revenue reconciliation
- Consent and compliance review
- Prioritised remediation plan
- Findings session with your team
- Documentation yours to keep
Rebuild
Companies acting on data they cannot currently defend.
Scoped to your brief
- Everything in Audit
- Server-side collection implementation
- Deduplication and consent handling
- Conversion event re-mapping
- Parallel validation against order data
- Blended efficiency reporting
- 60 days of post-launch support
Measurement partner
Accounts where testing needs to be ongoing, not a one-off project.
Scoped to your brief
- Everything in Rebuild
- Quarterly geo holdout programme
- Ongoing reconciliation and QA
- Incrementality-informed budget guidance
- Board-ready reporting pack
- Named analytics lead
All engagements start with a free audit. Prices exclude media spend, which you pay directly to the platforms on accounts you own.
Fintech & Financial Services questions, answered straight.
That position is more workable than it sounds, and often the right one. Server-side collection with an explicit parameter allow-list means no third party ever receives anything you haven't deliberately sent, which is a much easier conversation than defending a client-side setup where any tag can read the data layer. We'd rather design to that constraint from the start than get an implementation approved and then discover what it was transmitting.
Other services for fintech companies
Let's talk about your growth constraint.
In most categories the measurement question is how to collect more. Here it's how to collect enough while never transmitting the things you must not.
Our commitment: The audit is a fixed fee, and the findings are yours either way. That includes if we find your measurement is fine and you should spend the money elsewhere.