Financial Services
Performance media for financial services. Every conversion traced, every channel reconciled.
Attribution infrastructure that connects financial services media to the leads, applications, and funded accounts that actually matter. Reconciled against the source of truth, not network-reported estimates.
The Attribution Challenge
Financial services attribution is where network reporting fails most expensively.
The customer journey in financial services is long, multi-touch, and high-stakes. A prospect sees a display ad. Weeks later they search for the product. They call before they apply. They convert online, but the call was what closed it.
Most attribution platforms miss the call entirely. They credit the last digital touch. Atrilyx captures the full journey: every digital touch, every inbound call attributed and transcribed, every conversion matched one-to-one against the CRM.
What We Run
- Paid Search — high-intent financial keyword capture across Google and Microsoft
- Paid Social — prospecting and retargeting across Meta and LinkedIn
- Programmatic — in-market audience targeting with compliance-aware data handling
- Phone Call Attribution — every inbound call attributed, transcribed, and scored for conversion quality
- SEO + AI Search Optimization — visibility for financial product and comparison queries
- CTV + OTT — brand and product awareness tied to downstream conversion attribution
Proof
Amrit Residences — High-Value Acquisition
$8.2M+ in directly attributed sales. 114x ROAS. Every sale matched back to the media that drove it.
Common Questions
Why does financial services attribution produce unreliable lead quality data?
Financial services attribution produces unreliable lead quality data because most attribution systems measure lead volume rather than lead quality, counting form fills and calls without connecting them to whether the lead became a qualified opportunity or closed. Without CRM reconciliation showing which leads actually resulted in funded loans, the optimization signal produces more leads of lower average quality rather than fewer leads with higher close rates.
What is long-cycle attribution and why does it matter in financial services?
Long-cycle attribution tracks customer journeys that span weeks or months between first touch and conversion. This is standard in financial services, where a mortgage consideration, insurance evaluation, or wealth management relationship can take months to develop. Atrilyx's 90-day lookback captures the full financial services prospect journey, connecting early-funnel awareness touches to late-stage conversion events.
Why do financial services phone calls require specialized attribution?
Financial services phone calls are high-value conversion events where the quality and outcome of the call determines whether media investment produced a qualified lead or an unqualified inquiry. AI-generated call intelligence surfaces what the caller wanted, whether the call converted into a qualified opportunity, and which channels drove high-intent inquiries versus low-intent browsing.