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Connect with 👉 JR / jrwlay Connect with Derik 👉 / derikkrauss Find & fix your biggest website conversion leaks 👉 https://www.digitalgrowth.com/benchmark Most financial institutions struggle to measure what really matters in their marketing. They track impressions, clicks, and followers—but not meaningful outcomes like loan conversions, account openings, or user friction. This leads to wasted budgets, unclear ROI, and missed opportunities to optimize the digital experience. Without clear, actionable analytics, marketing becomes a black box. Leadership gets frustrated. Teams lose confidence. And worst of all—growth stalls because no one can see what’s actually working. In a time when budgets are tight and expectations are high, guessing is no longer a viable strategy. James Robert and Derik explore how financial brands can transform marketing from a cost center into a growth engine by measuring progress in smarter, simpler ways. From high-level KPIs to on-page performance insights, they unpack what to track, why it matters, and how to start seeing through the noise to what actually drives growth. Topics: 00:00 Welcome to the Banking on Digital Growth Podcast 00:10 The Problem with Vanity Metrics 00:36 Introducing Co-Host Derek Krauss 01:18 Personal Stories: Standardized Testing 05:06 Challenges in Measuring Marketing Performance 05:42 The Importance of Google Analytics 11:21 Vanity Metrics vs. Outcome-Based Metrics 14:46 The Role of Brand in Digital Marketing 20:07 Setting Up Conversion Funnels 22:03 CEO Trust Issues with Marketers 22:39 The Creative vs. Analytical Brain 24:10 Foundational Numbers for Profitability 24:49 Calculating Lifetime Value and Profitability 26:09 Mapping Conversion Funnels 29:05 Optimizing Traffic and Conversions 32:54 Starting with Basic Metrics 41:31 Using Mefi for Performance Measurement 44:22 Final Thoughts and Next Steps #DigitalMarketing #FinancialMarketing #MarketingOptimization #CreditUnionMarketing #BankMarketing #MarketingScience #MarketingStrategy #ABTesting #ConversionRateOptimization #WebsiteOptimization #MarketingData #MarketingAnalytics #MarketingTechnology #MarketingMeasurement #DigitalGrowth #GrowthMarketing #FinancialServices #MarketingMindset #CXStrategy #BrandVsPerformance #MarketingROI #CustomerExperience #MarketingCulture #WebsiteConversion #BankingInnovation #MarketingTesting #MarketingInsights