C09 // Customer Journey CRM · Attribution

Attribution and revenue intelligence that goes all the way to the deposit.

Campaign-to-mandate and click-to-FTD attribution, real-time budget reallocation across channels, and cohort-based marketing ROI — grounded in the money that actually moved.

For CMOs and heads of growth measured on revenue, not clicks — where marketing needs to prove causation, not correlation.

The Problem

Why firms come to us for this.

01
Marketing ROI is a click number

The dashboards measure clicks and CPAs; the CFO measures deposits and LTV. They never match.

02
Attribution stops at signup

Last-click attribution ends the day the account opens; nobody knows what actually produced the FTD 14 days later.

03
Budget reallocates monthly

Ad platforms are spending inefficiently for weeks before humans notice.

Anatomy

What we actually build for you.

Every engagement is bespoke — but the underlying architecture follows the same layered pattern. Owned by you, deployed on your infrastructure.

L05Marketing intelligence dashboards
L04Attribution + MMM engines
L03Ad-platform reverse-ETL
L02Deposit + event warehouse
L01Identity resolution
Capabilities

What ships in the box.

Deposit-attributed marketing

Every FTD and top-up attributed to the source, campaign, creative and keyword that produced it.

Multi-touch attribution

Data-driven attribution modelling across the full 30–90 day path — not last click.

Real-time budget signals

Live spend recommendations pushed back to Meta, Google and TikTok automatically.

Cohort LTV / CAC by source

True LTV / CAC by acquisition source, updated as the cohort matures.

Incrementality testing

Structured lift studies that prove which spend is actually incremental.

MMM + MTA blended

Marketing-mix modelling for strategic channels, multi-touch for tactical — reconciled to the same P&L.

Integrates with
Meta AdsGoogle AdsTikTok AdsGA4SegmentSnowflakeBigQueryMT4/5
Talk to Us

Scoping a build for a brokerage, wealth firm or fintech?

We take a small number of new engagements each quarter. Send a two-line brief and we'll respond within 48 hours.