Case Study

Accurate cross-channel ROI reporting for the leading Financial Services company

Learn how the leading financial services client collaborated with SegmentStream to improve budget allocation and optimise digital advertising to get more leads and decrease CPA.

Accurate cross-channel ROI reporting for the leading Financial Services company
Company name: Anonymous customer
Industry: Finance
Location: Global

“SegmentStream is a useful tool that helps us make better advertising decisions, primarily about where we should invest our budget and what channels we should scale up or down. ”

— Verified G2 review

About the client

The client is a financial services company with over 1000 employees in 5 offices worldwide.

They were among the first ones to recognise the importance of technological advancements, and now they continue to shape the industry.

Before SegmentStream:

Today’s customer journeys are long and complex: people rarely convert during their first visit to the website and often switch devices and browsers within one journey. 

The same is true for this business — they were using digital advertising as a tool to drive more job applications and get more people registered for their events, but they weren’t able to observe the full customer journey and therefore didn’t understand the ad campaigns’ efficiency or which channels actually brought more leads.

This results in multiple challenges for the customer’s marketing team, such as the inability to understand the real ROI of their digital marketing campaigns, and make data-wise budget allocation decisions.

After the implementation of SegmentStream:

SegmentStream is an AI-powered marketing analytics platform that provides a next-generation solution to outdated attribution tools. It helps to understand the incremental contribution of each marketing channel or campaign in total sales, even if it is not possible to attribute exact conversion due to modern cookie-tracking restrictions.

Before using SegmentStream, it seemed that both LinkedIn and Facebook were bringing the same amount of leads with no significant difference in CPA. However, using SegmentStream AI-powered marketing attribution, it was clear that Facebook Ads generate 2.6 more value than LinkedIn Ads.

Therefore, by implementing SegmentStream the client is now finally able to see how to allocate their marketing budget more effectively.

Customer testimonial:

SegmentStream is a useful tool that helps us make better advertising decisions, primarily about where we should invest our budget and what channels we should scale up or down.

Though it takes time to get to know the product and make sure you’re getting the most out of it, the SegmentStream team is very helpful and is always happy to assist and discuss. They are helping us make better advertising decisions on a channel and budget level.

Verified G2 review

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