Marketing Business Analytics Solution for Financial Company

The project is about developing a Power BI based software application for a popular marketing and financial analytical firm that is a single stop shop for consumer financial services and a comprehensive IT service provider. They innovate through technology and create smarter experiences for their consumers. They ideate, plan, produce, and run content assets and campaigns to create the optimal customer journey. They offer digital solutions powered by knowledge & creativity.

They were keen to design and develop a one stop marketing business intelligence solution that can get meaningful insights by tracking the user traffic to the website, user response on the products placed on the website, campaign management with cost of campaigns per users and the best and worst campaigns on the social media platforms.

It was difficult to manage all significant KPIs in the same Power BI report. There was an issue on Google Analytics Dimension incompatibility and threshold issues. It was tough to generate access tokens for social platform marketing APIs.

We have designed and developed Power BI and analytics reports that offer intuitive information for different features like user traffic insights to client based on the different campaigns running on social media platforms and measuring user interest in the products on their websites. The project also provides insight into blogs and other user interests depending on the location.

Key Components of Power BI Dashboard

• Provider’s Power BI reports implemented with row-level security
• New Facebook account integration with Power BI
• New ETL development for marketing analytics (market qualified leads & sales accepted leads)
• Google Ads, Meta Ads & LinkedIn Ads – R & D, ETL & Power BI report development
• Resolution to data mismatch issue in Google Analytics & Power BI reports