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Measure what matters, privacy-respecting.

Conversion tracking for regulated financial brands. Accurate, consent-based measurement that ties marketing to real outcomes, without overcollecting data or breaking privacy rules.

What is conversion tracking?

Conversion tracking is the measurement setup that records which marketing actions lead to real outcomes such as leads, meetings, and clients, implemented with consent management and privacy-respecting methods so a regulated firm can attribute results without overcollecting personal data.

Often paired with Landing page CRO, Marketing dashboards and Funnel analysis. We run it for fintech and payments.

The compliance angle

Your marketing is regulated. We treat it that way.

SEC Marketing Rule
Performance, testimonials, and comparisons are framed within Rule 206(4)-1.
Rule 206(4)-1
FINRA 2210
Communications with the public stay balanced, substantiated, and fair, with no misleading claims.
Comms with the public
Claims substantiation
Every stat, figure, and superlative is documented and archived before it goes live.
Documented
Recordkeeping
Approved assets and version history, archived and retrievable on request.
Exam-ready

How the engagement works

A repeatable system, not a one-off project, built so compliance is part of the brief and never bolted on at the end.

01 · Audit

Scan & opportunity map

We map where you stand, what is winnable, and which existing assets carry compliance risk.

02 · Strategy

Prioritized plan

A roadmap aligned to AUM, capital, or member growth, scoped to your registrations.

03 · Produce

Compliant execution

Work drafted to your rule map with disclosures built in, then routed for compliance sign-off.

04 · Measure

Results & pipeline

A monthly scorecard tying the work to qualified pipeline your CFO can read.

Common questions

Questions compliance officers ask first

Yes. We implement consent management and server-side or privacy-respecting tracking so events only fire with permission and you collect only what you need.

Usually a mix of broken tags, duplicate events, and consent gaps. We rebuild the measurement layer so the numbers your team reports are trustworthy.

Yes. We connect conversions through to your CRM so attribution reflects real pipeline, not just form fills.

Want to know what is winnable?

Get a free marketing audit: where you stand today, what is winnable, and what to fix first.