Marketing intelligence that connects spend to results
Whether your customer journeys span months, channels, or systems, Improvado delivers full-funnel visibility without compromising security or accuracy.
What's possible for Finance & Insurance teams
A data pipeline built for the complexity of finance & insurance marketing
Connect every data source
Your team shouldn't be building and maintaining complex data pipelines—they should be analyzing results. Whether your data lives in Salesforce FSC, internal payment systems, or custom-built CRMs, Improvado connects and maintains it all for you, so your team focuses on insights, not infrastructure.
Perform any analysis & modeling you need
Whether you're building cross-channel analytics or modeling multi-touch attribution over a 12-month sales cycle, Improvado lets you create exactly what you need, without being locked into rigid templates. Need a hand? Our Professional Services team is here to build or refine models like MTA, MMM, or LTV so you get to insights even faster.
Cut the lag between data & decision-making
From executive-level performance across teams to transaction-level detail, Improvado brings all your marketing and revenue data into one place—automated, structured, and ready to use. Explore data from any angle, share findings, and build dashboards on the fly, knowing every number aligns across teams, tools, and platforms.
Enforce company-wide data standards
Naming conventions slip. CPC thresholds get ignored. Campaigns go live on the wrong sites. Improvado turns your internal marketing guidelines into active, automated guardrails—monitoring every campaign in real time, flagging violations, and alerting the right people, no manual policing required.
Why Finance & Insurance companies choose Improvado
500+ integrated platforms
From programmatic ads to sales tools, connect any data source with the deepest granularity of metrics.
15 pre-built data models for marketing use cases
Employ ready-made templates or build custom transformations to prepare perfect datasets for MTA or MMM.
Effortless report preparation
Create graphs, charts, dashboards, and documents on the fly, using a few short prompts.
Enterprise-grade security & compliance
SOC 2 and GDPR/CCPA by default, with ISO/IEC 27001 and PCI DSS supported inside your secure perimeter—natively on AWS, GBQ, or Snowflake.
“Attribution in financial and insurance services isn't click-to-buy but months of conversations and decisions we can't see. Improvado connects those fragmented signals while respecting compliance, and delivers the closest thing to truth in long-cycle marketing.”
Founder & CEO, Improvado