Financial marketing agency

HIFI Agency: Full-Funnel Banking Attribution for 19 Clients

How HIFI reduced reporting time and connected advertising activity to funded-account outcomes across a growing bank portfolio.

80%

Reduction in manual reporting time

19

Banking clients operating on the platform

12+

Sources consolidated into the reporting workflow

Overview

What was broken, and what had to be true.

HiFi Agency, a marketing firm serving 19+ banks and credit unions, needed visibility into the entire customer journey—from ad spend to funded accounts. They were managing fragmented data across 12+ platforms (Facebook, Google, MANTL, core banking systems) and spending 80+ hours monthly on manual client reporting.

Maven delivered a full-funnel analytics solution, integrating disparate systems, implementing multi-touch attribution models in dbt, and deploying white-labeled Looker Studio dashboards. The result was an 80% reduction in reporting time and a scalable platform now serving 19 banking clients.


The challenge

The reporting layer could not support the decision.

HIFI struggled with siloed data across 12+ platforms, no attribution past last-click, lost tracking between marketing sites and banking portals, 80+ hours of manual reporting per month, and no visibility into which campaigns produced funded accounts.


The implementation

One governed workflow from source to output.

Maven delivered a full-funnel analytics solution across four layers: modular ingestion, dbt medallion modeling, multi-touch attribution with milestone mapping, and white-labeled Looker Studio dashboards in a client portal.

Managed services · Revenue attribution · Multi-client reporting · Data modeling


The approach

How the system was built.

Integration & ingestion

Built a modular ingestion pipeline consolidating 12+ fragmented data sources.

  • Marketing platforms: Facebook, Google Ads, Bing, StackAdapt, LinkedIn, GA4
  • Conversion platforms: MANTL applications and funded account data
  • Cost normalization: agency media fees and reconciled billing discrepancies across systems

Data architecture in dbt

Implemented a layered data modeling framework using dbt.

  • Bronze: raw ingestion tables, schema harmonization, type casting, and de-duplication
  • Silver: UTM stitching, sessionization, lead deduplication, and join keys across sources
  • Gold: attribution model outputs, funnel stage mappings, and media spend alignment

Attribution & reporting logic

Operationalized attribution using a composable model structure.

  • Multi-touch models: first touch, last touch, and even-weighted distribution
  • Milestone mapping through application, approval, and funding stages
  • Channel role classification differentiating assist channels and conversion channels

Visualization & enablement

Deployed reporting through a centralized analytics portal.

  • Looker Studio dashboards for funnel performance, ROAS, and CAC by channel, campaign, and location
  • Daily refresh powered by BigQuery reporting tables
  • White-label portal with role-based permissions for each bank or credit union

The outcome

What changed for the team.

  1. Full visibility from impression → click → landing page → application → approval → funded account

  2. 80% reduction in manual reporting (from 80+ hours per month to about 4 hours per week)

  3. Scalable infrastructure supporting 19 clients with minimal ongoing maintenance

MetricMaven greatly improved our ability to deliver the type of media attribution our company wants to bring to an industry that struggles with fragmented data silos. Adding this service into our toolkit has allowed us to test more, scale results faster, and become one of the strongest financial marketing agencies in the U.S.

Hunter Young · Founder, HIFI Agency

Original customer quote about MetricMaven, now Maven.

Put client reporting on Autopilot.

Ready to make client reporting easier to run and defend?

Bring one client report or disputed metric. We'll map the workflow and where Maven fits.

One report, reviewed end to end

Clear roles across data, QA, and delivery

No pitch deck. No pressure. 20 minutes.

Book a Demo