Funded, not applied
Rank channels by relationships that actually funded and the revenue they earn.
For Commercial Banking
Which channels opened accounts that fund?
Match funded commercial relationships to the enquiries and campaigns that produced them, across a cycle that runs months and involves a relationship manager.
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The blind spot
What's actually happening
Application volume is easy to buy and mostly does not fund. The relationships that do are worth years of fee and deposit income, and application counts tell you nothing about which channel produces them.
Relationship cycles, not sessions
An enquiry in March funded in September still traces to the campaign that produced it.
Numbers a risk committee accepts
Only exact matches count automatically; anything weaker is flagged rather than assumed.
The number you can take into a budget meeting
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
FY2026
Total revenue $1,200,000
Attributed to a channel $660,000 55% of revenue
Average deal $6,300
Match rate 64%
| Channel | Sales | Revenue | Share |
|---|---|---|---|
| Google Ads | 46 | $288,000 | |
| LinkedIn Ads | 31 | $228,000 | |
| Email marketing | 27 | $144,000 | |
| Direct / Unknown | 88 | $540,000 |
The branch and the relationship manager are not a tracking gap
A meaningful share of commercial banking relationships still begin with a call to a branch, a conversation at a chamber event, or an introduction from an existing client. Digital attribution treats all of that as untracked, which means it treats most of the book as invisible.
Matching on the business contact rather than a browser session pulls those relationships back into the picture where a lead record exists for them, and leaves the genuinely untraceable ones in Direct / Unknown rather than crediting them to whichever campaign happened to be running.
First-year revenue is the wrong horizon, and it is the only one most teams measure
A funded commercial relationship generates fee and deposit income for years. Judging acquisition spend on the first year systematically underprices whichever channel brings relationships that stay.
Because the match is on the client and there is no attribution window, running the report across several years credits later revenue back to the channel that produced the original enquiry. That is usually the analysis that justifies a materially larger acquisition budget.
What changes when you can prove it
You stop defending the budget and start growing it
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
You can cut the wrong channel without a fight
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Your reporting survives the finance review
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
You answer in an afternoon, not a quarter
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
What commercial banking usually push back on
Our data is heavily regulated.
The match needs a business contact detail, a revenue figure and a date — no account numbers, no balances, no statements. Data is encrypted, isolated per workspace, deletable in one click, and covered by a DPA.
Most relationships come from referral.
Then Direct / Unknown will be large and that is the honest answer. Knowing referral is 45% of first-year revenue is a finding worth having; folding it into a paid channel would make every paid figure meaningless.
Our core system does not export for marketing.
It does not need to. Any layout works — a contact detail, a revenue figure and a date is enough, and the mapping is confirmed once.
Pricing
Flat monthly pricing with no per-call, per-minute or per-form fees. The number here is the number on the invoice. Most commercial banking land on Enterprise — ten seats for the team and the highest monthly record allowance, since a year of closed deals is a lot of rows.
Starter
A single business getting started
$49/mo
billed monthly
- 1 workspace · 1 seat
- 500 sales records / month
- 6-month saved history
- Phone + email matching with confidence tiers
- Assisted column mapping
- Your logo on every report
- CSV export
Growth
Most popularA business scaling ad spend
$199/mo
billed monthly
- 1 workspace · 2 seats
- 5,000 sales records / month
- 13-month history (year over year)
- Campaign drill-down and period comparison
- PDF + shareable read-only report
- Your logo on every report
- Priority support
Enterprise
One business closing at volume
$499/mo
billed monthly
- 1 workspace · 10 seats
- 25,000 sales records / month (+$49 per 10,000)
- 24-month history
- Campaign drill-down and period comparison
- Your logo on every report
- Roles, permissions and guided onboarding
Agency
Reporting on many clients at once
$799/mo
billed monthly
- 10 client workspaces (+$25/mo each)
- 10 seats
- 10,000 sales records / month per workspace
- 24-month history
- White-label reports — our mark removed entirely
- Roles, permissions and guided onboarding
Questions commercial banking ask
Funded relationships: a business contact email or phone, first-year revenue or fee income, and the funding date.
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