Get a clearer view of which channels are driving funded accounts, loan volume, and quality customers. Learn how to separate true growth drivers from channels simply getting the credit.
When?
Tuesday, September 1, 2026 at 10:00 AM PST / 1:00 PM EST on Microsoft Teams
Why this matters
Financial marketing leaders are being asked to prove which channels are driving growth, but many still lack a reliable view from first touch to funded outcome.
Research from Cornerstone Advisors, commissioned by Fintel Connect, found that 60% of financial institutions say core or CRM integration limits their ability to measure marketing ROI. Nearly one-third believe they credit the wrong source more than 25% of the time, and no institution surveyed could reliably attribute every measured outcome back to marketing source.
Together, the panel will unpack where attribution confidence breaks down, how to evaluate channels beyond clicks and applications, and what financial institutions can do to make more confident decisions about where growth dollars go.
Who is this for
Senior leaders at banks, credit unions, fintechs, and lenders who are responsible for customer acquisition, funded growth, channel strategy, marketing measurement, or proving marketing ROI.
Meet the experts
What you’ll learn
- How to move beyond clicks and applications to evaluate channels against funded business outcomes
- Where attribution often breaks down between marketing source, application, and funded account
- How to pressure-test channel-reported performance before making budget decisions
- Why lead and customer quality matter alongside acquisition volume
- How stronger measurement can help marketing leaders defend spend and make more confident channel investments
There will be time for audience Q&A.
English 
Français