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Formerly WebStrategies, Inc.

Analytics and Reporting For Community Banks

Accurately tracking the results of your marketing efforts to calculate ROI and determine what's working best.

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Community Bank Analytics and Reporting:

Our Process

A community bank looking to implement better tracking and reporting will require several things. First, Google Tag Manager to better help manage your marketing and tracking codes. Second, a properly configured Google Analytics account that accounts for your website's goals and objectives. Finally, cooperation with your LOS to install the necessary tracking code.

We not only know what it takes to get you the tracking and reporting you need, we have years of experience making it happen.

We will install and configure your Tag Manager and Google Analytics accounts and then work with your LOS to configure tracking through to application submission.

Whether you use MeridianLink systems, Blend, Encompass, Calyx, or Horizon, we know what it takes to finally get the tracking you need in place.

 

Analytics and Reporting

The Basics:

Better tracking and reporting ensure your community bank is getting the most bang for your marketing buck. Good data will demystify what is and isn't working and reveal where to invest more. Community banks that emphasize good reporting and data are the ones that maximize their marketing ROI. If you are unsure of what your marketing investments are accomplishing for your community bank, it's time for better reporting.

Tracking Origence Loan Applications in GA4_ What Credit Union Marketers Need to Know for 2025 (so far!)

Measuring Metrics

The days of only reporting impressions and clicks are over. To maximize marketing ROI, community banks now need to track applications submitted by marketing channel and cost per application by marketing channel. Only then can a community bank ensure their marketing spend is allocated to the highest impact channels.

In some cases, we measure the applications generated; in others, we look at the increasing share of wallet, or assess the time saved by community bank employees. Let us help you determine which metrics are most important in your case.

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No Contracts.

Choosing Geear as your credit union marketing agency doesn't mean signing a 12-month contract. If you're not happy, you walk away without any financial penalty. We only want to work with people who want to work with us.

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