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FINTECH

Fintech

Rebuilt marketing, analytics and the acquisition funnel through scoring into one manageable system.

Abstract visualisation of a fintech analytics system
€150–300kmonthly budget
650–1,150leads / month
~55%valid enquiries
25–30%conversion to documents
01

Context and challenge

Build marketing, end-to-end analytics and a manageable acquisition and lead-qualification funnel for a secured-loan product through to scoring.

02

Before

  • Disconnected channels and contractors without one strategy
  • No end-to-end analytics or return control
  • A weak funnel: many leads, few document submissions
  • No CRM processes or lead scoring
  • Results were hard to forecast or scale
03

Work completed

  • Rebuilt the funnel and stage logic in amoCRM
  • Implemented UTM-to-CRM analytics and recurring reporting
  • Optimised performance campaigns and traffic quality
  • Introduced anti-spam, CAPTCHA and validation
  • Standardised the criteria for a valid enquiry
04

Results

  • CPL of approximately €126–180
  • Cost per valid enquiry of approximately €227
  • Cost per application with documents of approximately €550–900
  • Marketing became a predictable system connected to real deal stages
05

My role

Strategy, analytics, CRM, performance, processes and contractor management.