The Finance Benchmark Partner Analysis report shows you how your partners have performed in terms of clicks, actions, revenue, and payout over the selected quarter and rank them according to how they’ve performed for your program vs your peers. The report also shows gaps and opportunities in your program where growth is available and where you may have over-or under-indexed in different performance metrics.
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[Competitive Insights] → Benchmarking → Finance Benchmark Partner Analysis.At the top of the page, below Finance Benchmark Partner Analysis, filter for the data you want to view.
Filter
Description
Quarter
Filter by the specific 3-month period for which you want to view benchmarking data.
Program
Filter by the program for which you want to view benchmarking data.
Region
Filter by the area for which you want to view benchmarking data.
Vertical
Filter by the market segment for which you want to view benchmarking data.
Funnel Stage
Select whether you want to view the top or bottom of the funnel.
Initial Action limits the data to partners who introduce the potential customer to the conversion journey. At this point, money has not generally been exchanged and any payouts granted to the partner will be relatively small.
Final Action limits the data to partners who are achieving your desired end goal. Generally, this involves the exchange of money, e.g., funds deposited into an account or a loan or credit card issued. Payouts to a partner are generally expected to be larger.
Examples of initial and final actionsFinancial product
Initial action examples
Final action examples
Insurance
Lead, Quote
Purchase
Loans
Application submission, Application approval
Funded loan
Banking
Account creation, Application approval
Account funded, Quota met (e.g., minimum balance)
Credit Cards
Application submission, Application approval
Card issued
Credit Service
Lead, Account creation
Subscription, Quota met (e.g., linked bank account)
Investment
Account creation, Application approval
Account funded, Quota met (e.g., minimum balance)
Crypto
Account creation
Account funded, Quota met (e.g., minimum balance)
Note: App downloads are often tracked for categories like Banking and Credit Services. While app downloads can be a payable event, they are considered separate from the primary conversion funnel of Initial to Final actions.
View a breakdown of your vertical insights:
The rank difference can indicate opportunities to work more closely with your partners or reveal partners who are performing better for your brand than for the segment.
Noah Lott Tutors has a program rank of 2—they're your second highest performing partner. Their rank in your segment is 26. The rank difference of 24 shows that they are performing significantly better for you than for the overall segment.
Moneyball.com is ranked 18 in your program, but 3 in your segment. Because Moneyball.com is highly ranked in your segment, you could consider ways to increase your level of partnership with them.
Optionally, you can email or download the analyses using the buttons at the top-right of the report.
