Banking & Financial SERVICES
Meet marketing goals and legal requirements with analytics built for financial services
Financial services need complete customer intelligence without the legal risks. Get 4x more behavioral data, 98% attribution accuracy, and real-time activation with 100% privacy compliance.
Modules:
Analytics
Tag Manager
Data Activation
Cookie Information CMP
GDPR, DORA and GLBA compliance built in – so your team can focus on growth, not legal reviews
See what actually drives conversions and invest accordingly
Connect marketing spend to revenue with 98% attribution accuracy. Track which channels drive account openings and loan applications, then optimize your budget for maximum ROI.
4x more behavioral data through privacy-compliant cookieless tracking
Capture complete session-level data even from visitors who decline cookies. Maintain full regulatory compliance while getting the insights you need without compromising customer trust.
Real-time insights your teams can act on immediately
Monitor visitor activity, conversion rates, and traffic patterns as they happen. Build customizable dashboards that surface the metrics your marketing, product, and executive teams need to make daily decisions with confidence.
Turn insights into revenue with integrated data activation
Securely connect website analytics with ad platforms, BI and data visualization tools, A/B tools, and more. Segment visitors based on actual behavior and activate audiences across marketing channels – all within one platform that keeps teams aligned on consistent data.
How Piwik PRO solves analytics challenges for banking and financial services
Complete intelligence that drives smarter decisions
Access 4x more behavioral data through privacy-compliant anonymous tracking. Attribute conversions accurately to the right channels and gain complete visibility into ad performance – no sampling, no data gaps.
Enterprise-grade security and compliance infrastructure
Host your data in private or public cloud with SOC 2 Type II and ISO 27001 certifications. Built-in controls for GDPR, CCPA/CPRA, and GLBA compliance. Choose from 60+ Azure regions to meet strict data residency requirements.
Expert support at every stage of your analytics journey
From initial onboarding to ongoing optimization, our team helps you maximize value from day one. Get comprehensive compliance documentation, technical implementation support, and strategic guidance for long-term success.
Advanced analytics and data activation for financial services
Personalized product recommendations
Use behavioral data from mobile apps, websites, and offline interactions to recommend relevant financial products that meet individual customer needs across all touchpoints.
Revenue expansion opportunities
Identify high-value customers ready for additional products. Use real-time behavioral signals to recommend loans, investments, or premium services at the right time.
Optimized multi-step application processes
Eliminate drop-offs in your application funnel. Track where prospects abandon forms and automatically re-engage with personalized messaging to increase completion rates.
Enhanced customer retention across your digital ecosystem
Convert at-risk customers with targeted engagement based on real-time behavioral signals from mobile banking apps, investment platforms, and customer service portals.
Conversions and goals tracking across the customer journey
Track micro-conversions and macro-conversions across touchpoints. Connect marketing activities to business outcomes with confidence.
Managing multiple websites with cross-domain tracking
Get a unified customer view across your full digital portfolio. Track journeys from marketing sites to secure banking portals seamlessly.
“It’s important for us to find out where our potential customers are looking for insurance information. With Piwik PRO, we can accurately track the source of our conversions and invest our budget in the right online channels.”
Thomas Quast
Online Strategy Specialist at HDI Global SE
Financial services organizations that choose data‑driven marketing decisions over guesswork
Combine privacy features and marketing performance in one analytics platform
Discover how complete behavioral data and built-in compliance give your institution the strategic edge.
Frequently Asked Questions
Who must follow GDPR requirements in financial services?
GDPR applies to all EU financial institutions and to any global financial services company that processes the personal data of EU residents. This includes banks, insurance companies, investment firms, payment processors, and their analytics vendors. Even customer research and website analytics fall under GDPR when collecting personal data.
What is personal financial data under GDPR and other privacy laws?
Financial personal data includes any information that can identify individuals in connection with financial services – account numbers, transaction history, credit scores, loan applications, investment preferences, and even website behavior on financial sites. This data requires explicit consent and strong protection measures.
Why is GDPR and DORA compliance mandatory for financial services marketing?
GDPR and DORA compliance protects customer trust, prevents costly violations (GDPR fines can reach 4% of annual revenue), ensures operational resilience under DORA requirements, ensures continued access to EU markets, and provides a competitive advantage. Non-compliance risks regulatory action, customer loss, and significant financial penalties.
How does the data processing agreement (DPA) work for financial data?
We provide customizable data processing agreements (DPA) that establish clear responsibilities for personal data protection under GDPR and DORA. This ensures joint compliance and allows you to safely collect and analyze customer data with a proper legal framework.
How does Piwik PRO help US financial institutions comply with SOX and GLBA requirements?
Our platform supports Sarbanes-Oxley (SOX) and Gramm-Leach-Bliley Act (GLBA) compliance through comprehensive audit logs, advanced user permissions, and enterprise-grade security controls certified under ISO 27001 and SOC 2. You maintain complete data ownership with US-based hosting options and automated compliance documentation that simplifies regulatory reporting.
What’s included in Piwik PRO analytics and data activation platform?
You get integrated analytics, tag management, consent management, and data activation modules designed specifically for the financial services industry, with enterprise-grade security certifications.
How do you protect financial customer data?
We use enterprise-grade security measures, including ISO 27001-certified controls, DORA-compliant operational resilience measures, EU-based hosting options, comprehensive audit logs, advanced user permissions, and automated compliance documentation.
Can I control what happens with my financial data?
Yes, you maintain 100% data ownership and control. Set granular access controls, choose data residency location, decide exactly what customer data you collect, and export your data at any time. No vendor lock-in policies ensure your data freedom.
How does Piwik PRO compare to Google Analytics for financial services?
Google Analytics cannot provide the compliance guarantees required by EU financial regulations, including DORA operational resilience requirements, and many legal teams block its usage. Piwik PRO provides a familiar analytics experience with full GDPR and DORA compliance, DPA coverage, EU hosting options, and the ability to work with actual customer data instead of anonymous statistics.
How does Piwik PRO compare to Piano Analytics?
Piano offers analytics as a point solution requiring integration with separate consent management and activation tools. Piwik PRO delivers a comprehensive platform with native analytics, consent management, and data activation capabilities, reducing complexity and costs while ensuring seamless compliance across all modules.
What makes Piwik PRO different from Matomo for enterprise financial services?
While Matomo offers basic privacy features, Piwik PRO provides enterprise-grade compliance documentation, including DORA requirements, dedicated account management, advanced data activation capabilities, and proven scalability for high-traffic financial institutions. Our platform is purpose-built for regulated industries with comprehensive audit support.
How long does Piwik PRO implementation take for complex financial services organizations?
Most teams are capturing better data within days, with full implementation typically completed in 2-4 weeks, depending on complexity. We provide dedicated migration support, server-side tracking templates, and expert guidance for multi-property setups to ensure smooth deployment on your timeline.
Why do leading financial institutions choose Piwik PRO over other analytics platforms?
Financial services leaders choose Piwik PRO because it’s the only platform built specifically for regulated industries that combines enterprise-grade performance with compliance with the EU’s GDPR, DORA and other applicable regulations.
As an EU-based company, you can count on Piwik PRO for full EU data sovereignty with analytics and data activation modules hosted on infrastructure located in Sweden. US-based companies can choose secure US hosting and benefit from the same high-level security.