Challenge
A banking client's Facebook and mortgage-application reporting broken inside a strict privacy boundary.
Solution
Fixed code and tags; treated privacy compliance as pass/fail, not preference.
Result
Reporting fixed, privacy intact, years of follow-on support.
Challenge
The agency for a banking client needed help with reporting issues where Facebook was not reporting at all and mortgage application reporting was off. Both had to be fixed inside a data privacy boundary that could not be relaxed to make the work easier.
Solution
We were asked to assess the problem and provide a recommended fix. We identified the source of the issue and updated the code and tags. The constraint that shaped the work is one every regulated client has: an application form carries information that must never reach an analytics platform, and the most common way it leaks is not a deliberate decision but a confirmation page quietly carrying an identifier in its URL. We tested for accuracy and for privacy compliance, and treated the second as a pass or fail condition rather than a preference.
Result
Reporting was fixed, privacy was intact, and the client was happy. We were brought in for additional support as needed through the years.
Work like this is delivered through our Technical Services and, where it is ongoing, our Platform Management bundles.
< Related Engagements >
More from this category
Answer Engine Visibility, Measured Honestly
Result: A report of actual AI-to-sales conversion, including a $45,000 order, now in analytics reporting rather than anecdote.
Read the full overview →PerformanceSite Performance Rebuild
Result: Lighthouse 61→88; blocking time 3,370ms→40ms; main-thread 11.5s→2.2s.
Read the full overview →← All case studies · Next: Answer Engine Visibility, Measured Honestly →
Have a problem shaped like this one?
Bring us the messy version. The free audit tells you what is actually broken and what it takes to fix it.
Bring Us Your Challenge