A Fintech Firm Gains Complete Marketing Visibility and Campaign ROI Clarity with Bicycle AI

From fragmented analytics to unified insights, the company built a single source of truth for data-driven growth with agentic analytics.

INDUSTRY
Payments
Geography
USA

About the Company

A rapidly growing fintech enterprise enables consumers to trade precious assets directly through a seamless digital experience. Founded in 2022, the company aims to simplify and modernize an age-old industry through transparent, tech-driven solutions.

To scale customer acquisition efficiently, the firm relies on multiple digital channels including paid advertising (Google, Facebook), affiliate networks, and direct web traffic.

Business Challenge

As the company expanded, its marketing performance data became fragmented across multiple systems like Google Analytics, Facebook Ads Manager, an affiliate management platform, and HubSpot. This fragmentation led to delayed insights, inefficient spend allocation, and challenges in identifying profitable campaigns.

Key Challenges:

  • Siloed Data: Campaign, conversion, and affiliate information was spread across platforms, making it hard to get a complete performance picture.
  • Manual and Time-Consuming Reporting: Teams manually gathered and reconciled data from different systems, delaying insights and decision-making.
  • Limited ROI Visibility: Without consolidated data, the company could not accurately measure campaign or affiliate program returns.
  • Operational Cost Blind Spots: Costs associated with logistics and partner overheads were difficult to link to actual revenue and marketing outcomes.

These issues hindered timely, informed investment and optimization decisions.

Solution and Implementation

The company partnered with Bicycle AI to drive visibility into its marketing analytics stack and enable Marketing ROI Analysis, Channel Performance Optimization, and Attribution Modeling.

Key elements of the implementation:

  • Data Unification: Bicycle AI integrated data from multiple marketing and affiliate sources into a centralized analytics layer for campaign and customer journey visibility.
  • Custom Event Pipelines: Direct data ingestion from internal systems enabled near real-time analysis.
  • Interactive Dashboards for Business Users: Dynamic dashboards displayed KPIs like campaign ROI, cost per acquisition, conversion rates, and revenue by channel.
  • Single Pane of Glass: Consolidated all marketing and operational data, allowing holistic performance assessment across direct and affiliate channels.

Bicycle AI replaced multiple manual reporting processes with a unified, actionable view of marketing and operational performance.

Business Impact and Outcomes

Bicycle AI provided business leaders with real-time visibility across campaigns, channels, and operations—enabling faster, data-driven decisions and optimized marketing spend without relying on technical teams.

Key Outcomes:

  • End-to-End Marketing ROI Analysis: Connected ad spend to revenue outcomes, incorporating operational costs and conversion data.
  • Multi-Channel Attribution: Revealed the true performance of paid, organic, and affiliate channels for smarter investment allocation.
  • Faster Decision-Making: Reduced reporting time from days to minutes via automated data ingestion and visualization.
  • Optimized Acquisition Spend: Enabled dynamic budget reallocation to the highest-performing campaigns and partners.
  • Operational Efficiency Gains: Linked logistics and cost data with marketing metrics to calculate true cost per customer.
  • Eliminated Data Silos: Unified fragmented data sources into a single source of truth for marketing and operations.

By aligning spend with measurable outcomes, the company transitioned from manual campaign tracking to automated, data-driven decision-making.

Customer Experience

Bicycle AI empowered marketing and business users to make faster, evidence-based decisions. Teams could now identify top-performing channels, spot underperforming partners, and reinvest confidently in the most effective campaigns.

The unified data view accelerated decision-making, improved operational efficiency, and fueled faster customer acquisition.

Conclusion

Bicycle AI transformed disconnected marketing data into a single intelligent decision system. The agentic analytics platform enabled faster insights, smarter investments, and a more efficient path to growth.

Ready to See What Bicycle AI Can Do for You?