Financial Services Marketing Intelligence
Turn Marketing
Spend Into
Qualified AUM
Wealth managers, insurance firms and lenders spend on digital marketing without knowing which channels produce serious investors. Our dashboards connect every spend to client acquisition.
6.2×
Avg. ROAS for financial
₹920
Cost per qualified lead
100%
Live data transparency
Financial Dashboard · Apr 2025
● LIVE
186
Qualified Leads
↑ 19%
₹1.8L
Ad Spend
↑ 7%
42
New Clients
↑ 16%
6.2× ROAS · ₹11.5L proj. AUM revenue
CPL ₹920 vs ₹1.4K target
The Problem
Financial marketers spend without knowing what converts
- Leads ≠ clientsYou generate 200 leads a month but convert 15 to actual clients. Which channels produce the 15? Most firms have no idea.
- High compliance, low visibilitySEBI and IRDAI compliance adds friction to your marketing. But tight compliance doesn't mean you can't measure what's working.
- Long sales cycles kill attributionA wealth management client takes 3–6 months to convert. Traditional tracking loses the thread weeks before the sale closes.
- Product silos, no unified viewMutual funds, insurance, lending — each product line runs separate campaigns with no cross-product visibility.
The Savvy Command Centre
A custom marketing intelligence dashboard built for financial services — tracking every channel, every product line and every acquisition cost with SEBI-compatible reporting frameworks.
✓
Live data refreshed in real time — no waiting✓
Attribution from first click to signed client✓
Product-line segmentation — see what's really profitable✓
LinkedIn vs Google vs Meta comparison✓
Tracks calls, WhatsApp and form submissions✓
You own the dashboard — yours for lifeDashboard Modules
Built for financial client acquisition
7 modules designed for how financial services actually acquire and nurture clients — not generic marketing dashboards.
MODULE 01
Business Overview
Total qualified leads, ad spend efficiency, new client acquisition across all product lines. The snapshot your CMO and CXO need in one glance.
MODULE 02
Campaign Performance
Google Search vs LinkedIn vs Meta — CPL, CTR, CPC by campaign and product. Know which creative and which platform produces serious investor leads.
MODULE 03
Investor Source Attribution
"Where are my highest-ticket clients coming from?" — answered. Paid, organic, LinkedIn, referral — with ticket size data attached where possible.
MODULE 04
Website Performance
Sessions by product page, engagement, calculator usage, form completions. Which product attracts serious investors? Which page loses them before they enquire?
MODULE 05
Trust & Reputation
Google Business Profile calls, direction requests and review score — financial trust is built locally. Your GBP is a lead source most firms don't measure.
MODULE 06
LinkedIn & Social
Thought leadership reach, engagement and follower growth — particularly on LinkedIn, where HNI investors and corporate clients research advisors before enquiring.
MODULE 07
ROI Per Product Line
Cost per client, ROAS and projected revenue by product. Know which lines are profitable to market — mutual funds, insurance, lending or wealth advisory.
Built For
Every financial services category in India
Wealth Management Firms
Insurance Providers
Lending & NBFC
Mutual Fund Distributors
Stock Brokers & Trading
Home Loan Brokers
PMS & AIF Managers
Fintech & Neo-Banks
Real Results
From lead volume to client acquisition cost
Benchmarks from Savvy Signature's financial services client campaigns across India — multi-channel, multi-product tracking.
→
6.2× ROAS — every ₹1 in ads tracked to ₹6.20 in projected client revenue
→
CPL 34% below target — ₹920 achieved vs ₹1,400 benchmark for qualified financial leads
→
LinkedIn generated HNI leads at 3× better ticket size than Google Search
→
Product-level tracking revealed insurance campaigns had 80% lower CPL than wealth advisory — budget reallocated accordingly
6.2×
Return on Ad Spend
186
Monthly Qualified Leads
₹920
Cost Per Qualified Lead
23%
Lead-to-Client Rate
How It Works
Your dashboard, live in 4 steps
Built and handed over in under two weeks. No technical knowledge required from your team.
01
Discovery
We audit your current campaigns, understand your product mix and map all channels to connect.
02
Custom Build
We build your dashboard — Google Ads, LinkedIn, Meta, GBP and organic — segmented by product.
03
Walkthrough
We train your marketing team to read and act on data daily — no agency dependency required.
04
Ownership
Permanently yours — a lifetime marketing asset, not a subscription lost when you switch agencies.
Get Started
See your firm's dashboard before you commit
A free 30-minute consultation. We'll map exactly what your financial marketing dashboard would track.
"This isn't just a dashboard — it's your real-time control centre for growth, giving you complete visibility over how every marketing rupee translates into client acquisition and AUM growth."