Analytics & insight

Make your marketing decisions based on data that informs.

We build the gathering of your marketing data from disparate sources, establish the analytics and set up reporting.

Types of analytics

Website & email

Measure the foundation of your owned content across website and email platforms using Google Analytics, Adobe Analytics, Matomo and other tools.

Other digital

Collating data across your digital footprint including search, social, media and other datasets.


Building analytics reporting solutions with tools such as Google Data Studio, PowerBI and Klipfolio. Or delivering data via API to internal reporting solutions.

Our approach



We always start with the objectives of the firm and the marketing team. What are we trying to achieve, what are the activities and how will we measure them?


Plan analytics

We build the matrix of objectives, activities, data points and how the data will be gathered and reported.


Set up analytics

We set up the tools and accounts to begin gather data, addressing privacy and info security requirements.


Produce reports

Pulling the data into dashboards and reports, checking that the analytics match the marketing objectives.



More data and more reports don't drive marketing performance; insight does. We work with marketing teams to derive insight and how activities can be optimised.

Clients we've worked with

Nedbank Private Wealth
Square Mile Research
Majedie Asset Management
Columbia Threadneedle
Amundi Pioneer Asset Management
Janus Henderson Investors
MFS Investments
T.Rowe Price
Santander Asset Management
BNP Paribas
Aberdeen Standard
Columbia Threadneedle Investments
GAM Investments
Legal & General Investment Management
First Sentier Investors
BNY Mellon
EdenTree Investment Management

Other Optimise services

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Build your marketing strategy on insight that is founded in research.

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Measure the performance for your marketing against your peers and identify your priorities.

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Marketing technology audit

Does your technology meet your user story requirements? We can help you build a marketing technology stack to deliver on your objectives.

How can we help you optimise your marketing?