Tailoring Financial Services to Gain Your Clients' Loyalty with Analytics and Strategy

Build Lasting Relationships with Your Clients through Digital Marketing Solutions

Why does my financial services company need analytics & strategy?

Your financial services company needs analytics & strategy to gain a competitive advantage, improve internal operations, understand clients better, and make informed decisions for better outcomes.

Analytics reveal how clients interact with you digitally and identify opportunities for improvement, while strategy creates a plan to bridge the gap between where you are and where you want to be.

By combining your analytics with industry best practices, you can tailor your financial services to build lasting relationships with clients and stay ahead of the curve.

Why choose GOAT to be my analytics & strategy agency?

Choose GOAT as your analytics & strategy agency for our unique focus on metrics and deep understanding of user behavior. Our agency is built around data, analytics, and research.

We create strategies for companies that value data as the key to success.

We invest heavily in data and analytics, using them to inform everything from brand strategy to SEO tactics. With GOAT, you can be confident that your financial services company will be powered by insights and strategies that will help you achieve your business goals.

What is it like working with GOAT?

We use data and educate. To us, an educated client is a great client. We explain jargon and give analysis. We come with solutions, and explain why they are solutions.

We are a transparent marketing agency. Our processes and reporting peel back the curtain so you have a clear understanding of the work being done.

Redirecting the organic traffic around lead generic keywords

Lincoln International

After a successful strategic project focused on redirecting the organic traffic around lead generic keywords, we expanded Lincoln International’s relevant audience outreach.

We managed to achieve this by using Hreflang tags which helped the company rank for finance related keywords worldwide.


Analytics & Strategy Process

We're big believers in the power of process. When we're taking on tough problems, we might venture into unknown territory, but we always do it with a tested process at our back.

Intake Interview

We listen to your business objectives and the role your website plays to the company. We look at what team you have internally, and what support you need externally. Every client is different and our goal is to understand your specific circumstance.

With your business objectives in mind, we dig into your existing analytics and data. We look at how your users are interacting with the site, or any other properties you have.

Your digital strategy is your battle plan. It lays out how we will use new and existing technologies. We figure how your company can use digital best and what will give the best return on your investment. We address both the services we have on offer and the ones we don't - all focused on you. Once done, we do a milestone and checkoff so that you have clarity at every stage.

When we get buy-in on your strategy, we execute. This looks different for every project, but your project manager will lay it out so you have clarity.

Our ongoing work centers around 'Conversion Rate Optimization'. We put on our science hats and we do experiments. Do your users prefer X headline or Y headline? Do your users prefer a button here or there?

We want long-term relationships. We raise the bar higher. We want your site to convert. We lay the foundation during execution and then via analytics reports, quarterly deep-dives and strategy updates.

Analytics & Strategy FAQ

If you can’t find the right answers to your questions feel free to reach out

What does analytics & strategy mean?

Analytics & strategy refers to a process that involves analyzing data from various sources to draw conclusions and make informed decisions. Through the use of processes and algorithms, this approach enables businesses to better understand their data and discover their full potential. By manipulating data and extracting valuable insights, analytics & strategy serves as a strategic tool for businesses to make better decisions and achieve their goals.

Why should I hire an agency specialized in analytics & strategy?

Hiring an agency to build a marketing strategy based on your data analytics will help your company make better & informed decisions. Using strategies from a range of content areas, mathematics, and statistics, will help you make predictions followed by conclusions on future outcomes for your business optimization.

What does a strategy based on analytics look like?

We always provide a holistic overview of existing website traffic and analytics, including, overall traffic, user demographics, most frequently used devices, top referring sites and top entry and exit pages. We will also track custom success metrics determined during the strategy tailored for you and set up monthly calls to review and present our conclusions.

We never stop learning

As a full-service digital marketing agency, we have a strong focus on data and analytics. In every service we include strong analytics to help you continue to navigate performance throughout the life of your brand.

Discover your company's full potential

Other ways we can help your financial services company make the most of digital marketing


Analytics and Strategy


Search Optimization

Web Design


Web Development

PPC and Ad Buying


Facebook & Instagram Ads



Analytics & Strategy Benefits

If you want to know more about analytics and strategy feel free to reach out

Gain your clients loyalty

The digital footprints of past clients reveal a lot about their preferences, needs, purchase behavior, etc. We will use data to observe your clients patterns and then tailor your services according to your specific clients needs. This goes a long way to ensure client satisfaction, loyalty, and ultimately a considerable boost in sales.

Analytics & strategy allows businesses to deliver customized services to their targeted market. With analytics, companies can analyze customer trends by monitoring online shopping and sale transactions. These insights are then used to design a strategy focused on making targeted campaigns that will help your business live up to your clients expectations and build brand loyalty.

Analytics & strategy can improve operational efficiency, your interaction with clients and their valued feedback will help to collect large amounts of valuable data. Analytics will extract meaningful patterns hidden within the data to create a tailored marketing strategy for your company.

Applying best practice from multiple industries

Creating holistic digital strategy, actionable tactics and expert implementation



Financial Services





    A Financial Services Digital Agency