Prooflytics
Analytics · Weekly

FinTech Acquisition & Activation Report

The Prooflytics FinTech acquisition report tracks the full new-user funnel: paid cost per lead, lead-to-account-open conversion, account-open-to-first-transaction rate, and CAC by channel. Designed for EU FinTech teams with GDPR-compliant data handling and first-party attribution — no third-party pixel required.

What this report includes

  • 1Cost per lead by channel (Meta, Google, LinkedIn)
  • 2Lead-to-verified-account conversion rate
  • 3Account-open-to-first-transaction conversion rate
  • 4CAC and estimated payback period by channel
  • 5Budget pacing vs acquisition targets
  • 6Week-over-week funnel trend with anomaly alerts
  • 7AI commentary with GDPR-aware attribution notes
Delivery
Weekly
Built for
Head of Growth · Performance Marketing Manager · CMO (FinTech)
Required connections
  • Google Ads or Meta Ads
  • GA4 (server-side recommended)
Use this template free

14-day free trial · No credit card

How Prooflytics generates this report

Step 1

Connect your sources

Connect Google Ads or Meta Ads via OAuth. Takes under 5 minutes — no engineering required.

Step 2

AI reads and writes

On your schedule (weekly), the AI reads your full data snapshot and generates every section of the report with explanatory commentary.

Step 3

Report arrives

The finished report is available in-app and delivered to your inbox. PDF export included. No template to fill in, no charts to build.

Frequently asked questions

How does the FinTech report handle GDPR compliance?

Prooflytics is hosted in the EU (GDPR Article 44 compliant). The acquisition report uses GA4 server-side events and first-party attribution — no Meta Pixel or Google Tag third-party cookies are required. Conversion events are passed via server API (Meta CAPI, Google Ads Enhanced Conversions) to maintain measurement accuracy without cross-site tracking.

What funnel stages does it track?

Four stages: paid click → lead form completion → verified account opened → first transaction completed. Each transition shows the volume, conversion rate, and cost per stage. Most FinTech teams find the largest optimisation opportunity at the account-open-to-first-transaction step — which the AI commentary highlights when conversion drops.

Does it work for neobanks, lending, and investment apps?

Yes. The report is built around conversion events you define — for a neobank it might be "account funded", for a lending product "loan application submitted", for an investment app "first trade placed". The funnel structure adapts to whatever events your GA4 server-side setup sends.

Try FinTech Acquisition & Activation Report

Connect your sources and your first report arrives on the next weekly delivery. 14-day free trial.

Start free trial
More templates

Browse all templates

10 AI-generated marketing report templates for paid media, agency, executive, and analytics use cases.

See all templates →

Independent reviews on G2. Compare alternatives at prooflytics.io/compare.