Analytics & Strategy for Financial Advisors

We Use Analytics to Help Advisors Convert More Visitors Into Leads

Like monitoring a stock portfolio, using the proper web analytics approach is key to making sure that your interactive marketing strategy is giving you the ROI that you desire. At AdvisorLytics, we incorporate robust strategies along with daily monitoring to make sure that you using your website and off site properties as the proper funnel to gather new leads.


Traffic and Visitor Website Analysis

Where is your site’s traffic coming from, and what do your visitors do on your site once they have arrived?

Event and Conversion Tracking

What types of traffic end up converting into leads? Conversion tracking gives you insight into the big picture.

Interactive Marketing Attribution

Find out which of your marketing efforts ultimately team up to deliver you more quality lead generation.

Conversion Rate Optimization

Are there ways to improve your website and process to capture more leads from your existing traffic? 


Nothing is more valuable in business than being able to quantify where sales are coming from, what marketing campaigns are working, and even more importantly, what activities aren’t. At KPItarget, we monitor every portion of your site & every campaign to make sure that you are getting the maximum ROI for your investment.


Conversions to leads and sales are the life blood of every company. By closely tracking your users behavior, you can make improvements to your sales funnel and increase the number of visitors who ultimately convert.

Begin Tracking Your Results