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Kayden Floyd
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Lead source attribution for financial services
Lead Source & Marketing Attribution Software for Finance
Advisors, lenders, and fintech run long, high-value funnels. SourceLoop ties every call, form, and application back to the campaign that started it, with first-party, consent-aware tracking and the full multi-touch journey, not a last-click guess.
Free 7-day trial. No credit card required.
Used by 750+ marketing teams, agencies, and SaaS companies
Channel attribution
See which channels drive high-value clients
Multi-touch attribution on a single first-party dataset, built for funnels that span weeks or months. Switch models in a click to credit the channels that start and close relationships, not just the last touch.
- Full multi-touch across long cycles
- Cost per funded client, by channel
Call tracking
Attribute high-intent inbound calls
The biggest financial inquiries come by phone. Connect CallRail, CallTrackingMetrics, or Invoca and every call is attributed to the caller's journey, with the recording attached.
- CallRail, CallTrackingMetrics, and Invoca
- Source and campaign on every call
A
(415) 555-0142 · Inbound call
6m 02s · recording attached
First touch 
Google · CPC ·
brand_search
Journey before the call
Google Ads click 9d ago
Visited /rates 4d ago
Called an advisor just now
Client journey
Follow every touch across a long funnel
Open a contact and see months of visits, content, forms, and calls in one timeline with the source on each. Consent-aware and first-party: data stays on your domain and is never shared across customers.
- Every touch stitched across months
- First-party, consent-aware
Conversion sync
Push funded clients back to your ads
Forward qualified and funded conversions to Google Ads, Meta, and LinkedIn as server-side offline conversions so bidding optimizes toward clients who fund, not cheap form fills.
- Real-time, server-side via Conversions API
- No GTM, no DIY CAPI endpoint to babysit
Connected ad accounts
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High-value
Calls & applications attributed
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First-party
Consent-aware by design
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30+
Ad & CRM integrations
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Months
Multi-touch across the full cycle
FAQ
Financial services attribution questions
How do you attribute high-value inbound calls?
Connect CallRail, CallTrackingMetrics, or Invoca and every inbound call becomes an attributed lead alongside your forms and applications. SourceLoop matches the call to the caller's web session, so a call to an advisor or loan officer carries the same source and campaign as an online form. Offline calls still record, tagged as Direct.
How do you handle our long sales cycles?
SourceLoop keeps a visitor's full first-party history, so a relationship that starts with an ad click in January and funds in April is still credited to the original source. Multi-touch models show every channel in between, not just the last click.
Is the tracking privacy and consent aware?
Yes. Cookies and storage are first-party on your domain only, and SourceLoop integrates with major consent platforms so marketing data is collected in line with the visitor's choices. Data is never shared across SourceLoop customers. For specific regulatory requirements, talk to our team so we can scope your setup.
Can I push funded or qualified applications back to my ad platforms?
Yes. Forward funded and qualified conversions to Google Ads, Meta, and LinkedIn as server-side offline conversions so smart bidding optimizes toward applications that fund, not the cheapest form fills.
Does it work with our CRM?
Yes. Sync attributed leads and their full journey to HubSpot, Salesforce, or Pipedrive so advisors and reps see the source and history on every record.
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