Case Study: Scalable Capital achieves real-time, automated marketing reporting with Funnel

Scalable Capital - Customer Case Study

Scalable Capital, a personalised investment management solution, faced a challenge scaling its marketing analytics: the young company relied on manual Excel uploads/downloads and lacked an integrated reporting dashboard, consuming significant time and internal IT resources. To solve this, Scalable Capital engaged Funnel and its marketing data automation and reporting platform to streamline digital advertising and analytics data.

Funnel implemented automated data downloads and uploads, centralized marketing data, and live dashboards so Scalable Capital can monitor campaigns daily and report in real time across the business. As a result, Excel-based reporting and constant manual data work were eliminated, internal IT involvement was reduced, and the marketing team now has instant, cross-market reports and a single source of truth for decision-making.

Scalable Capital

Nathalie Landron

Head of Marketing