Measure What Matters – Marketing KPIs That Drive Growth in Finance
- Understand which metrics have the biggest impact
- Optimize based on performance, not guesswork
- Data-backed insights for smarter decision-making
Top 3 KPI challenges we hear from marketing teams
- KPI tracking is treated as a year-end formality rather than an ongoing practice
- Strategic goals are overly sales-centric and lack cross-functional relevance
- Data remains siloed across departments and is rarely accessible when decisions are made
Our Marketing KPIs Services
If your numbers don’t add up or you’re flying blind, a KPI data audit will cut through the noise and show you what’s really going on.
- Uncover gaps, inconsistencies, and broken tracking
- Audit your funnel from ad spend to conversion events
- Actionable insights to fix, align, and scale with confidence
Metrics only matter if they reflect your business goals. We’ll help you define KPIs that actually move the needle.
- Design KPIs tied to strategic business outcomes
- Create consistent metric definitions across teams
- Set up naming conventions and governance rules
- Ensure every stakeholder knows what success means
Dashboards should answer questions at a glance—not add more. We build clear, fast, and decision-ready views.
- Custom dashboards for marketing, sales, and execs
- Real-time reporting that actually tells a story
- Data you trust, when and where you need it
Better decisions happen when teams understand data. We help you build a culture of data literacy – where everyone knows how to read, question, and act on the numbers.
- Workshops on KPIs, attribution, and analytics tools
- Train teams to ask better questions and find answers
- Build internal documentation and onboarding materials
A solid analytics setup helps eliminate reporting gaps and manual work. We support teams with the technical implementation needed to track what matters.
- Tagging, tracking, and attribution setup across platforms
- Data pipeline configuration from raw to dashboard
- Documentation and handover for your internal team
- Ongoing QA to ensure reporting remains accurate
Improve Your Marketing KPIs Strategy
Let’s uncover what’s holding your Marketing KPIs efforts back.
Schedule Discovery CallHow to get started with Marketing KPIs efficiently
Before diving into dashboards and metrics, clarify your business objectives. What does “becoming data-driven” mean for your organization? Are you aiming to improve customer acquisition, reduce churn, or optimize ROAS? Identify the gaps in your current setup. This forms the foundation for a focused and impactful analytics strategy.
Every department needs measurable success, but less is more. We help you define 3–5 meaningful KPIs per department: ones that are actionable, aligned with business goals, and interlinked across teams. Whether it’s marketing, sales, or product, we build KPI hierarchies that keep everyone focused and accountable.
Cherry-picking data to support internal narratives leads to bad decisions. We work with your teams to promote an honest, transparent data culture. Our training initiatives raise data literacy across departments, ensuring everyone can interpret and act on insights in the same way.
Data should never live in silos. We design clean, intuitive dashboards that give your teams real-time access to the numbers that matter. Celebrate small wins. Share performance. Monitor progress. When data becomes part of your daily workflow, it becomes a growth engine.
Becoming data-driven is not a one-off project—it’s a mindset shift. As your business evolves, we continuously optimize your tracking framework, update KPIs, and adapt dashboards. We make sure your analytics setup keeps pace with growth, compliance, and changing business needs.
Schedule a free discovery call with FYI and let’s map out your next move.
Specialists in Marketing KPIs for Financial Services
Let us help you improve your Marketing KPIs efforts and deliver tailored, scalable solutions.
Global Network
A trusted ecosystem of creators, developers, and growth specialists worldwide.
10+ Years Experience
Over a decade of proven expertise
in digital marketing and strategy.
Financial Markets in our DNA
Deep-rooted knowledge of financial services
and passion for trading and investing.
Tech Obsessed
We leverage the latest marketing technology to drive measurable outcomes.
We use Marketing KPIs
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Achieve better results with Marketing KPIs
We’re a specialized team with global experience in the financial space. Let’s explore how we can support you to reach your goals.
- Overview of our strategic approach and services
- Discuss your goals and challenges around Marketing KPIs
- Explore if FYI is the right partner for your growth
