Advertising financial products, from application to funding

Sound familiar?

• Campaigns are optimized for applications, though only some of them ever get funded
• CRM statuses never make it into your advertising analytics
• Security pushes back on outside tools that touch your data
• Every advertising change needs sign-off, and later an explanation of who made it

Time freed up for the marketing team

• Daily campaign optimization

  Before
  1–2 h

  With Palitra
  5–10 min to review

• Application-to-funding funnel report

  Before
  3–4 h*

  With Palitra
  15 min: the report arrives on schedule

• Getting a campaign change signed off

  Before
  half a day of back-and-forth*

  With Palitra
  approval in the web app, by email or in Slack

• Tracing who changed a budget

  Before
  30–60 min*

  With Palitra
  1 min: an entry in the audit log

* Estimate for a typical account.

How it works

• The funnel from your CRM

  Your CRM sends application statuses to Palitra via webhook: applied, approved, funded. The agent shows cost per funded application for each campaign and suggests where to move budget.

• Approvals and limits

  Every tool gets a mode: always allowed, needs approval or blocked. Limits are set per connector and checked before a change goes to approval.

• Palitra in your cloud

  On Enterprise, Palitra is deployed in your cloud (AWS, GCP, Azure or Kubernetes) and works with your AI provider, and your team signs in with SSO/SAML.

Features you'll use

• Data and tracking

  Leads and sales next to your ad spend: a cookieless pixel, link tagging, webhooks, an API and CSV uploads.

• Control and approvals

  The agent works inside your rules: tool permissions, change limits, approvals and an audit log.

• Analytics and attribution

  Every ad channel in one place, no spreadsheets: 8 attribution models, ROAS and ACoS down to the product.