The Customer Insights Dashboards for Finance is your one-stop-shop for valuable insights. Here you will get all important KPIs at a glance and many helpful tips. How many customers use your self service portal? How many of them use it daily? What is the number of new visitors who immediately applied for a loan or another financial product? Are users responding to your marketing activities? And how does that contribute to conversions? You will be able to answer those and many many more questions in no time. To gain insights, you have to implement the tracking script on your website and the data layer to achieve a successful tracking.

The integration process will include the following steps: