50% of financial marketers aren’t tracking conversions effectively. Are you?

Client journeys have never been more complex. Couple that with a highly competitive, constantly changing financial services industry, and it becomes vital that marketers can  track calls and attribute marketing activities accurately.

Worldpay logo. DCBL logo. F&C Investment Trust logo. CMME logo. Begbies Traynor logo. Oracle Finance logo. Harwood Hutton logo. Newable logo. McTear Williams & Wood logo. B and CE logo. FA Simms logo. Worldpay logo. DCBL logo. F&C Investment Trust logo. CMME logo. Begbies Traynor logo. Oracle Finance logo. Harwood Hutton logo. Newable logo. McTear Williams & Wood logo. B and CE logo. FA Simms logo.

How Mediahawk helps financial services firms convert more clients

If you can't confidently attribute every prospect and conversion to their source, you’re missing out on golden opportunities to increase your client base and revenue. Mediahawk helps you:

Easily see your top sources of inbound enquiries, including PPC, emails, offline activity, and more.

Identify your high-performing campaigns and focus your marketing budget on activities that result in enquiries, eliminating wasteful spend.

Understand the full visitor journey, from first click through to the final conversation.

Attribute your online and offline enquiries much more accurately, so you know which marketing activities result in revenue.

Tailored solutions for financial services

Increase leads

Attribute calls to sources, from social media to PPC, to find out which channels and campaigns encourage prospective clients to pick up the phone. Combine that insight with Conversion Tracking to connect key conversion events – such as form fills, content downloads, and calls – to their source. You can segment your prospects and enquiries by region, campaign, or by individual office, and adapt your marketing activities to maximise the tactics that provide the best reach and returns.

You can make the most of our extensive Google integrations to create custom audiences and positive signals for your Performance Max campaigns, for more leads at a lower cost.

Boost sales and after sales

With Sales Matching, you can connect your sales data with phone calls and website visitor data, and use that insight to build client journeys that increase average order value. For example, this data can inform Google Ads to remarket for after sales, and you can create similar audiences to source new leads.

Plus, our User Journey tool helps you chart the key information that’s easily missed with first- and last-click attribution. It creates a clear, connected view of each client’s path from the moment they first interact with you, all the way through to a conversion. You can see which resources influenced their decision to enquire, the web pages they visited the most, and even spots on the journey where they might pause or drop off entirely.

 

Uncover performance issues

You can tie online and offline call and visitor data into one neat package with Parameter Connect. This helps you build a complete view of your marketing performance, so you can easily compare services, offices, and channels, to pinpoint areas for improvement.

Manage tight budgets

Knowing where your marketing thrives and where it falls flat is vital for optimising budget and improving your return on investment.

We’ll help you find opportunities to save on spend by making changes such as reducing your PPC costs to focus on higher-intent keywords and using our Google integrations to remarket to clients who are ready to convert.

Enhance sales performance

Our AI-driven Speech Analytics and Advanced IVR combine to build the perfect experience for callers.

The IVR routes sales and after sales enquiries to the right teams fast, reducing caller frustration, while Speech Analytics uncovers valuable insights into what resonates with clients. With this knowledge, you can serve each client more effectively, market to similar audiences, and build loyalty through fast, easy experiences.

Save time on repetitive tasks

Take the manual workload out of call monitoring and client management with Speech Analytics. It automatically transcribes calls, redacts sensitive data, and identifies outcomes, and our API can send lead data straight into your CRM.

See how financial services firms benefit from Mediahawk

“Just wanted to say thank you for the Google Analytics custom dimension integration. It’s working great, and I now have great visibility on where our spend is going on a daily basis. I love it!”

Digital Marketing Manager, WorldPay
Worldpay case study.

“In our Google Ads campaign we were able to identify the exact keywords which were driving calls from our potential and existing clients, enabling us to cut costs on the ineffective search terms and focus our efforts on those that were driving new enquiries. We saved around 22% of our spend from Ads. We now use this saving to advertise our profitable keywords more prominently.”

Tom Robinson, Marketing, Direct Collection Bailiffs Ltd
Two smiling men working for DCBL.

Financial Services partners

We want to help every client build a seamless, connected marketing strategy – and that starts with us partnering with key technology and service providers in the sector.

Agencies

We partner with marketing agencies that specialise in financial services, providing the support and tools they need to improve your marketing performance.

Google Business Profile

We’ve made it quick and simple to place trackable phone numbers for all your locations on Google Business Profile, so local customers can get in touch more easily.

Our latest trends report for the financial services sector

Call attribution for financial services

Our step-by-step guide shows you how to achieve 100% marketing attribution for all calls generated by your website, email, PPC campaigns, and product literature.

Some other resources you may find useful

Direct Collection Bailiffs Ltd

Mediahawk helped DCBL achieve a 22% saving on its Google Ads spend.

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Financial services firms trust Mediahawk. Discover how we can help you succeed.

We’ll work with you to tailor our services to match your financial services marketing goals – whatever your channel mix and whichever metrics you’re striving to achieve.

Book your custom demo now, and learn how Mediahawk can help you…

  • Increase enquiries and sales
  • Manage your budgets and improve ROI
  • Enhance sales performance
  • Save time on repetitive tasks
Book a demo

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