(FINTECH & WEALTH MANAGEMENT)

Deep behavioral insight. Zero compliance risk.

We rebuild your measurement layer inside your own warehouse — so ad platforms learn from real behavior without a single row of PII leaving your environment.

Book a compliance-safe growth audit →See how it works

Warehousenative measurement

Consentmode architecture

0 rowsof PII leave your stack

291 case studies · 80+ clients served

TRUSTED BY 80+ COMPANIES

(03) THE PROBLEM

Cookie loss plus compliance equals flying blind.

CAC is brutal and climbing

Naive pixel tracking cannot carry a regulated funnel. ATT and Consent Mode gutted the signal, and the platforms bid on what is left.

Compliance is not negotiable

SEC/FINRA, GDPR, SOC 2, PCI. Raw PII cannot be piped into ad platforms or third-party tools, which rules out most of the standard playbook.

The data is rich and stuck

The behavior that predicts a funded account sits in the warehouse, legally unable to leave it. So the platforms optimize on a fraction of the picture.

The funnel is long and opaque

Research to application to funding, with heavy drop-off and no clean view of which touch actually produced the funded account.

Leadership wants audit-ready proof

Not "trust the platform". Defensible numbers that survive a compliance review and a board question.

(04) HOW IT WORKS

Your data stays put. Only signal moves.

The measurement layer runs inside your environment. Platforms get consented, hashed conversions and model scores — never the underlying records.

AUDIT

HARMONIZE

ENGINEER

ACTIVATE

We audit the signal you are actually collecting, harmonize it into a warehouse-native single customer view, engineer the server-side and identity layer on top, then activate it: hashed conversions to Meta and Google via CAPI, and model scores as audiences.

The constraint is the design input, not an obstacle bolted on afterwards. Consent-mode-native, with an audit trail, retention controls and SOC-2-friendly patterns from the first commit.

(05) THE SERVICE STACK

The stack, mapped to the constraint.

The painSignal loss, PII cannot leave

We lead withData & Analytics Engineering →

What we buildServer-side tracking and identity resolution running inside your own warehouse (BigQuery); hashed, consented conversions to Meta and Google via CAPI.

The painPlatforms optimizing blind

We lead withAI & Machine Learning →

What we buildPropensity-to-fund and LTV models trained on warehouse data. Only scores and audiences are pushed to platforms.

The painHigh CAC, wasted spend

We lead withPaid Growth & Performance Media →

What we buildFull-funnel media measured on incremental funded accounts rather than clicks.

The painLeaky high-consideration funnel

We lead withLifecycle & Demand Generation →

What we buildCompliant nurture across research → application → funding, and CRO on the application flow itself.

The painManual ops, slow follow-up

We lead withAgentic AI & Automation →

What we buildCompliant lead routing and enrichment into the CRM, without a human copying rows.

(06) PROOF

Results, published.

B2B SAAS

30%CVR

demand, engineered

$56M SALES PIPELINE

Smiota

We lead with architecture here rather than a logo. Our named public cases sit in adjacent high-consideration B2B — the transferable part is the measurement layer, and our Segment Select, Google and Meta partner status is the signal of data maturity that matters in this vertical.

(07) WHY EGGKNITE

Most agencies bolt on a pixel. We engineer the layer underneath it.

The difference is where the data lives.

Warehouse-native, not platform-native

BigQuery and Segment fluency, with the single customer view inside your environment. The platforms receive derived signal, never the source.

Built with your compliance team

Legal and compliance are in the room while the architecture is designed, not handed a fait accompli to veto.

Incremental, not last-click

Measured on funded accounts. The number survives a board question because it was never a platform-reported one.

(08) OBJECTIONS

The questions you were going to ask.

Our compliance team will never allow tracking.

Nothing leaves your warehouse. We send consented, hashed conversions and model scores only — the underlying records never move. The architecture is designed with your compliance and legal team in the loop, which is usually what turns a "no" into a scoped "yes".

We already have GA4 and a pixel. Is that not enough?

Client-side pixels are precisely what is degrading. Between ATT, Consent Mode, ad blockers and ITP, platforms routinely optimize on a fraction of your conversions. We rebuild server-side with identity resolution so the picture they bid against is the real one.

We are not ecommerce. Do you understand regulated finance?

The whole approach is built for the constraint rather than adapted to it: privacy-first architecture, audit-ready attribution and incremental measurement. If PII could move freely, none of this would need to exist.

Do you work with our compliance and legal team?

Yes, from the first session. The architecture decisions that matter — what is hashed, what is consented, what is retained and for how long — are compliance decisions before they are engineering ones.

What about GDPR and SOC 2?

Consent-mode-native by default, with an audit trail, retention controls and SOC-2-friendly patterns. We design for the review you will eventually sit in rather than the one you hope to avoid.

(09) START HERE

Run the numbers yourself.

Start with the unit economics. Both are free and take about two minutes.

CALCULATOR · FREECAC, LTV & Payback CalculatorUnit economics that tell you when to step on the gas.Open it →

FREE TOOL · FREEAttribution DoctorA media-mix model that runs in your browser.Open it →