High-value conversions deserve better than a last click.
When one converted customer is worth a quarter of the budget, the difference between first-touch and last-touch credit is not academic. SourceTrack keeps the whole path and lets you re-credit it under any model.
No credit card required · Under 5 minutes to install · First-party tracking
Captures from
- HubSpot
- Calendly
- Typeform
- Stripe
One script tag captures all of them. See every integration.
Revenue attributed from first click to closed deal
SourceTrack matches form, chat, and booking conversions back to originating AI search engines and ad campaigns.
AI referrals drove 21% of conversions this period, with the revenue joined to each assistant by name.
HOW IT WORKS FOR YOUR INDUSTRY
Three steps to attribute Financial services leads & revenue
One script tag, no per-client setup, first-party tracking.
Install the snippet
Drop one lightweight script tag in your <head> or install via Google Tag Manager. Five minutes, no engineer required.
We listen to every form
SourceTrack detects submissions on any form, captures the visitor’s full journey, and packages it with the lead data.
Lead lands in your CRM tagged
Within seconds, the lead appears in your CRM with attribution fields populated, ready for routing, scoring, and reporting.
THE PROBLEM
What usually goes wrong.
None of this is anyone's fault. It is what happens when every tool measures inside its own walls.
- Consideration windows measured in months, not sessions
- A handful of conversions carrying most of the revenue
- Strict expectations about what may be collected and retained
FAQ
Solutions FAQ for Financial services
A few conversions carry most of our revenue. Does that break attribution?
It makes the model choice matter more, not less. When one customer is worth a quarter of the budget, the gap between first-touch and last-touch credit is a real decision — so you can see the same conversions under all nine models and compare.
Does changing model change our reported revenue?
No. The total is what was actually recorded; only the credit moves. A model that changed the total would mean one of the two numbers was wrong.
What is retained, and for how long?
Retention is plan-dependent and documented rather than assumed. No raw IP is stored at any tier.
Attribute every deal back to the click, prompt, or ad that earned it.
SourceTrack connects your forms, bookings, and payments to first-party session journeys — so your team sees the source behind each conversion with no third-party cookies and no broken UTM fields.