Financial Services

The stack we run in production, for a lending platform

Analytics, paid media, and automation for financial services - the exact stack we've operated for a lending platform client since 2022.

This is the one industry where our experience isn't secondhand - since March 2022 we've run the full marketing stack for a lending platform client: analytics from scratch, high-intent Search campaigns, AEO for financial content, and CRM automation feeding a real sales team.

  • GA4 and GTM implementation for lending and financial funnels
  • High-intent Search campaigns for financial keywords
  • AEO and structured data for regulated, trust-sensitive content
  • CRM automation and lead scoring for loan or account applications
  • SQL-based reporting for finance and compliance-conscious stakeholders

Talk to us about what that would look like for your platform.