Which channel brought the last three clients in Fintech?
If you lead a Financial Services and Fintech firm, this is about marketing technology that shows what works.
You run five channels. Paid, content, events, LinkedIn, maybe a podcast. Financial Services and Fintech buyers research you for weeks before they call. But you cannot see which channel brought the last three clients. So the budget gets cut across the board, or it does not get cut at all.
B2B attribution is never a clean line from ad to client. That is doubly true in Financial Services and Fintech. A buyer may read your site, search your firm, check LinkedIn, ask an AI assistant, and then sit on it for a month. Your system often credits the last click. That hides the channel that first made you credible. So you fund the wrong thing and starve the right one.
The fix is smaller than most leaders fear. You need source tracking on every opportunity, one simple question in every new client conversation, and a dashboard you check weekly. The job gets bigger if your system is messy or sales will not log what they heard. It gets smaller if your lead forms and CRM are already in order. Financial services firms usually have some of this data already, even without new tools. It is just not connected. Scope depends on that, not on some expensive overhaul.
This week, add one required field to every opportunity: how did you hear about us. Then have the person who closes the client ask the same question out loud and write the answer. Do not wait for perfect data. Do not cut every channel evenly. When a source shows up in both your system and the client's answer, fund it. If you want that set up without a long internal fight, SliiceXR can do it.
You will not get a perfect scorecard. You will get something better: the same two or three channels showing up again and again. Leadership sees it. Budget moves with the evidence instead of opinion. That is enough to keep the channels that bring financial clients and stop paying for noise.
What our customers say
"Catherine was instrumental in establishing our website. Of greater import, she greatly aided us in gaining market awareness and capitalizing on the market recognition we already had. Besides the website, Catherine hosted a weekly podcast wherein we shared our views and insights regarding significant developments in our industry and their short- and long-term implications for our business and our clients."
"Catherine has been a core part of LifeActive Bio for the past five years. From the beginning, I was impressed by her trustworthiness, creativity, discipline, and exceptional marketing expertise. She has brought strategic thinking and original ideas to our PR, marketing, campaign strategy, channel development, and client initiatives, with a unique ability to see challenges from multiple dimensions. Catherine is one of the most professional marketing visionaries I’ve encountered, and her creativity is beyond compare. Her passion for art is reflected in the originality she brings to everything she does. Catherine is an incredibly valued member of our team."
"Catherine and I worked together for several years planning and executing corporate marketing strategies for enterprise-level companies. Catherine's unique talents present great opportunity for companies desiring to reshape global brands both online and offline. From defining clear, concise objectives and goals to guiding the multiple facets of a marketing campaign from inception to execution, Catherine outlines the pathway with vision of successful outcomes."
Other questions about marketing technology for financial services and fintech
do we need a crm for our business
You need a CRM when leadership cannot see the pipeline without asking. Pick one the team will actually use, set it up around your sales process, and keep it simple.
marketing automation for small business
Automate the follow-up you already do by hand, nothing more. Set up the tracking so leadership can see what works. The tools matter far less than the sequence they run.
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