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CASE STUDY
How Marketing Mix Models Enabled Financial Services Company to ID Tactics for Best Return Across Channels

Snapshot
SOLUTION AREA
Marketing
SOLUTION
Marketing Mix
INDUSTRIES
Financial Services
CLIENT
Services

Challenge: Identifying Connections Between Customer Journeys & Individual Marketing Tactics
A multi-market financial services company offering consumer credit, lease financing, mortgage loans, and credit cards needed to measure ROI across a wide range of products and customer journeys. With three sales channels, multiple customer segments, and a five-stage conversion funnel, the client required clarity on which tactics generated the highest return on investment.

Insight: Marketing Mix Modeling Uncovered Budget Reallocation Opportunities
We built marketing mix models that captured the performance of each tactic across products, channels, and funnel stages. External factors such as economic shifts and competitor activity were incorporated to ensure accuracy. The analysis revealed opportunities to reallocate spend from underperforming tactics to channels with higher return. It also provided guidance on where investment could remain flat while still producing greater results. The client received clear scenarios for achieving better outcomes with the same budget.
Results: Data-Driven Media Planning Insights Led to a 30% Increase in Marketing ROI
The company realized a 30% improvement in marketing ROI after implementing the recommendations. Media became a disciplined growth driver, with spending tied to proven results across products and customer types. By applying a data-driven model, the financial brand improved efficiency and gained confidence in future marketing decisions.


30%
ROI























