Case Study: Major Financial Services Firm achieves accurate data collection and scalable automated tag governance with ObservePoint

Better Analytics Data for Better Online Banking with ObservePoint

A digital-first financial services firm faced the dual challenge of migrating from a custom in-house CMS and TMS to modern platforms while ensuring accurate analytics and protecting the value of its marketing and analytics investments. The small digital experience team needed faster, reliable visibility into thousands of tags and critical conversion paths so stakeholders could trust data-driven decisions.

The firm deployed ObservePoint WebAssurance — primarily Web Audits and Web Journeys — to automatically scan pages, validate tracking on key journeys, and trigger alerts for tagging errors. The result: a successful CMS/TMS migration with protected tagging, more than 200 automated audits and journeys, scalable tag governance, faster QA and alerts for stakeholders, and greater confidence in the accuracy of online analytics.