What Marketing Metrics Can Be Tracked Through Alkami?
With Alkami plus your analytics and CRM stack, banks and credit unions can track campaign reach, onsite engagement, account-opening funnel performance (including funded accounts), and ongoing product adoption—securely and in compliance.
Alkami → Marketing Metrics Mapping
| Metric Group | Example Signals | How It’s Captured | Primary Outcome |
|---|---|---|---|
| Campaign Reach & CTR | Banner impressions, clicks, click-through rate | Alkami campaign placement logs + UTM-tagged links | Which promotions drive traffic |
| Experience Engagement | Sessions, feature taps, authenticated vs. unauthenticated views | Event tracking via Tag Manager / SDK with consent | Which experiences users value |
| Account Opening Funnel | Application start, completion, approval, funded | Application events + core/LOS status sync to CRM | Conversion and drop-off analysis |
| Cross-Sell Adoption | Bill pay/eStatement/card enrollment, ACH/P2P setup | Feature enablement events + product flags | Activation and early usage |
| Revenue Attribution | Pipeline, booked accounts, balances | CRM opportunity/contact with campaign & cluster | MDF/ROI reporting and forecasting |
| Member/Customer Growth | New digital users, MAU/DAU, churn/reactivation | Login telemetry + core account status | Health and retention trends |
Practical Setup (7 Steps)
1) Define the Funnel
Agree on canonical stages: impression → click → application start → approval → funded account.
2) Standardize UTMs
Use utm_source=alkami, utm_medium=inapp, utm_campaign=product/cluster, utm_content=placement_id.
3) Event Plan
Instrument campaign clicks, application events, and enrollments with consent flags and PII-safe parameters.
4) CRM Sync
Write first/last-touch and offer to contact/opportunity; carry statuses for approved and funded.
5) Dashboards
Report CTR, application CVR, funded rate, and revenue per funded account by campaign and segment.
6) QA & Compliance
Validate consent, data minimization, encryption, and user access; document controls for audits.
7) Test & Learn
Run A/B on placements, copy, and audiences; iterate on segments to lift funded accounts.
Core KPIs to Track in Alkami Programs
- Impressions & CTR for in-app banners/widgets
- Application Starts by source/offer
- Approval Rate and Funded Rate
- Time to Fund from click or app start
- Product Enrollments (bill pay, eStatements, cards)
- MAU/DAU and authenticated engagement
- Revenue per Funded Account
- Cross-Sell Uptake within 30/60/90 days
What You’ll Get with TPG
Financial Services Playbook
A field-tested measurement kit for Alkami programs—built for banks and credit unions.
Funded-Account Focus
Dashboards and experiments aimed at the metric that matters: funded accounts and balances.
Governance & Compliance
Consent-aware tracking, PII minimization, and audit-ready documentation.