Recherche avancée

Sur d’autres sites (6867)

• SEO for Financial Services : The Ultimate Guide

  26 juin 2024, par Erin

  You know that having a digital marketing strategy is crucial for helping your financial services business capture the attention and trust of potential customers and thrive in an increasingly competitive digital landscape.

  The question is — what’s the best way to go about improving your ranking in SERPs and driving organic traffic to your website ? 

  That’s where SEO strategies for financial services come into play. 

  This article will cover everything your company needs to know about SEO for financial services — from the unique challenges you’ll face to the proven tips and strategies you can implement to boost your ranking in SERPs. 

  What is SEO for financial services ? 

  SEO — short for search engine optimisation — refers to optimising your content and website for search engines, particularly Google. 

  The main goal of an SEO strategy is to make your site search-engine-friendly, show that you’re a trusted source and increase the likelihood of appearing in SERPs when potential customers look up relevant keywords — ultimately driving organic visibility and traffic. 

  Now, when it comes to evaluating the success of your financial services SEO strategy, there are certain key performance indicators (KPIs) you should keep track of — including : 

  • SEO ranking, or the position your web pages show up in SERPs for specific search terms (the terms and phrases identified during keyword research) 
  • SEO Score, which shows a website’s overall SEO health and indicates how well it will rank in SERPs
  • Impressions, or the number of times users saw your pages when they looked up relevant search terms 
  • Organic traffic, or the number of people that visit your website via search engines
  • Engagement metrics, such as time on page, pages per session, and bounce rate 
  • Conversion rates from website traffic, including both “hard” conversions (lead generation and purchases) and “soft” conversions (such as newsletter subscriptions) 

  It’s important to note that the financial services industry is incredibly competitive — especially given the large-scale digital transformations in the financial sector and the rise of fintech companies. 

  According to a 2022 report, the global market for financial services was valued at $25.51 trillion. Moreover, it’s expected to grow at a compound annual growth rate of 9.7%, reaching $58.69 trillion by 2031.

  Importance and challenges of financial services SEO 

  The financial services industry is changing rapidly, mainly driven by globalisation, innovation, shifting economies, and compliance risks. It’s crucial for financial service companies to develop effective SEO strategies that align with the opportunities and challenges unique to this sector. 

  Certain benefits of a well-executed SEO strategy, namely, better search engine rankings, driving more search traffic, delivering a better user experience, and maximising ROI and promoting business growth, are “universal.” 

  

  Financial services SEO efforts can provide a number of benefits. It can help you : 

  • Improve lead generation and customer acquisition ; the more search traffic you get, the higher the chances of converting visitors into potential clients 
  • Build a strong online presence and brand awareness, which comes as a result of increased visibility in organic search results and reaching a wider audience 
  • Increase your credibility and authority within the industry, primarily through high-quality content that shows your expertise and backlinks from authoritative websites 
  • Gain a competitive edge by analysing and outranking your main competitors 

  That said, financial services companies face some unique challenges :

  High competition : The digital arena for financial services is highly competitive, with numerous companies vying for the same business.

  YMYL (Your Money or Your Life) content : Google’s YMYL framework places higher scrutiny on financial content, demanding higher standards for experience, expertise, authoritativeness, and trustworthiness. We’ll cover this topic in greater detail shortly.

  Regulatory changes and compliance : The financial services sector is characterised by constant regulatory changes and new compliance requirements that businesses must navigate. Sometimes this makes it difficult to gather insights and market to your audience. 

  As a privacy-fist, compliant web analytics solution Matomo can provide valuable insights to support your SEO efforts. Matomo ensures compliance with privacy laws — including GDPR, CCPA and more — and provides 20-40% more comprehensive data than Google Analytics.

  Try Matomo for Free

  Get the web insights you need, without compromising data accuracy.

  Start for free

  No credit card required

  8 proven strategies for implementing SEO for financial services 

  SEO for financial services involves a wide range of strategies — including keyword optimisation, technical SEO, content marketing, link building and other off-page SEO activities — that can help your website rank higher in SERPs. 

  Of course, it’s not just about better search rankings. It’s about attracting the right search traffic to your website — potential clients interested in your financial services.

  Here are some proven financial services SEO strategies you should implement : 

  1. Build trust and topical authority 

  Financial services content typically covers more complex topics that could impact the reader’s financial stability and well-being — or, as Google calls them, “Your Money or Your Life” topics (YMYL). As such, it’s subject to much stricter quality standards. 

  To improve your YMYL content, you’ll need to apply the E-E-A-T framework — short for “Experience, Expertise, Authority, and Trust”. 

  This is a key part of Google’s search rater guidelines for evaluating a website’s quality and credibility. 

  The E-E-A-T standards become even more relevant to financial topics such as investment strategies, financial advice, taxes, and retirement planning. 

  In that sense, the overarching goal of your content strategy should be to build customer trust by demonstrating real expertise and topical authority through in-depth educational content. 

  2. Earn reputable external links through link-building 

  You also need to monitor your off-page SEO—factors outside your website that can’t be directly controlled but can still build trust and contribute to better ranking in SERPs. 

  These include everything from social media engagement and unlinked brand mentions in blog posts, news articles, user reviews and social media discussions — to inbound links from other reputable websites in the finance industry.

  That brings us to high-quality backlinks as a significant factor for YMYL content that can improve your financial services website’s SEO performance : 

  Earning external links can improve your domain authority and reinforce your brand’s position as a reliable source in the financial services niche — which, in turn, can contribute to better search engine rankings and drive more website traffic. 

  Here are a few link-building strategies you can try : 

  • Use tools like Ahrefs and Semrush to look for reputable websites and then request for them to link to your site
  • Demonstrate your expertise and get backlinks from reputable media outlets through Help a Reporter Out (HARO) 
  • Reach out to authoritative websites that mention your company without linking to you directly and ask them to include a link to your websit

  3. Conduct an SEO audit 

  An SEO audit is a key step in developing and implementing a successful financial SEO strategy. It sets the foundation for all your future efforts — and allows you to measure progress further down the line. 

  You’ll need to perform a comprehensive SEO audit, covering both the existing content and technical aspects of your website — including : 

  • Indexing issues
  • Internal linking and site architecture 
  • Duplicate content 
  • Backlink profile 
  • Broken links 
  • Page titles and metadata 

  It’s possible to do this manually, third-party tools will allow you to dig deeper and speed up the process. Ahrefs and Screaming Frog — to name a few — can help you evaluate your website’s overall health and structure. And, with a web analytics platform like Matomo you can easily measure the success of your SEO efforts.

  But this shouldn’t be a one-time thing ; be sure to perform audits regularly — ideally every six months. 

  4. Understand your target audience

  You can’t create helpful content without learning about your customers’ needs, pain points and preferences. 

  For example, a financial service provider focusing on individuals nearing retirement would prioritise content that educates on retirement planning strategies, investment options for seniors, and tax-efficient withdrawal strategies, aiming to guide clients through the transition from saving to managing retirement funds effectively.

  In contrast, a provider targeting small business owners would emphasise content related to small business loans, funding options, and financial management advice tailored to entrepreneurs seeking to expand their businesses and navigate financial challenges effectively.

  So, before you dive into keyword research and content creation, ensure you have a deep understanding of your target audience. 

  Identifying different audience categories and developing detailed customer personas for each segment is crucial for creating content that resonates with them and aligns with their search intent. 

  Matomo’s Segmentation tool can be of huge help here. It allows you to divide your audience into smaller groups based on factors like demographics and website interactions : 

  

  In addition to that, you can : 

  • Engage with your frontline teams that interact directly with clients to gain deeper insights into prospects’ needs and concerns
  • Track social media channels and other online discussions related to the financial world and your audience
  • Gather qualitative insights from your site visitors through the Matomo Surveys plugin (questions like “What financial services are you most interested in ?” or “Are there any specific financial topics you would like us to cover in more detail ?” will help you understand your visitors better)
  • Watch out for financial trends and developments that could directly impact your audience’s needs and preferences 

  5. Identify new opportunities through keyword research 

  Comprehensive keyword research can help you identify key search terms — specific phrases that potential customers may use when looking up things related to their finances. 

  It’s best to start with a brainstorming session and assemble a list of relevant topics and core keywords. Once you have an initial list, use tools like Ahrefs and Semrush to get more keyword ideas based on your seed keywords, including : 

  • More specific long-tail keywords — and often less competitive — indicate a clearer intent to convert. For example :

  • • “low-risk investment options for retirees”
    • “financial planning for freelancers”
    • “small business loan requirements”

  • Keywords that your competitors already rank for. For instance :

  • • If a competing investment firm ranks for “best investment strategies for beginners,” targeting similar keywords can attract novice investors.
    • A competitor’s high ranking for “life insurance quotes online” suggests potential to optimise your own content around similar terms.
  • Location-specific keywords (if you have physical store locations)

  Google Search Console can provide information about the search terms you’re already ranking for — including underperforming content that may benefit from further optimisation. If you want deeper SEO insights, you can import your search keywords into Matomo. 

  While you’re at it, try Matomo’s Site Search feature, too. It will show you the exact terms and phrases visitors enter when using your website’s search bar — and you can use that information to find more content opportunities.

  Try Matomo for Free

  Get the web insights you need, without compromising data accuracy.

  Start for free

  No credit card required

  Of course, not all keywords are equal — and it would be impossible to target them all. Instead, prioritise keywords based on two factors : 

  • Search volume, which indicates the “popularity” of a particular query
  • Keyword difficulty, which indicates how hard it’ll be to rank for a specific term, depending on domain authority, search volume and competition 

  

  6. Find your main organic competitors 

  Besides performing an SEO audit, finding your core keywords, and researching your target market, competitor analysis is another crucial aspect of SEO for finance companies. 

  Before you start, it’s important to differentiate between your main organic search competitors and your direct industry competitors : 

  You’ll always have direct competitors — other financial services brands offering similar products and services and targeting the same audience as you.

  However, regarding search results, your financial services business won’t be in a “bubble” specifically reserved for the financial industry. Depending on the specific search queries — and the search intent behind them — SERPs could feature a wider range of online content, from niche finance blogs to news websites, and huge financial publications.

  Even if another company doesn’t offer the same services, they’re an organic competitor if you’re both ranking for the same keywords. 

  Once you determine who your main organic competitors are, you can analyse their websites to : 

  • Check how they’re getting search traffic 
  • See which types of content they’re publishing 
  • Find and fill in any potential content gaps 
  • Assess the quality of their backlink profile 
  • See if they currently have any featured snippets

  7. Consider local SEO

  According to a 2023 survey, 21% of US-based consumers report using the internet to look up local businesses daily, while another 32% do so multiple times a week. 

  Local SEO is worth investing in as a financial service provider, especially with physical locations. Prospective clients will typically look up nearby financial services when they need additional information or are ready to engage in financial planning, investment, or other financial activities.

  Here are a few suggestions on how to optimise your site for local searches : 

  • Create listings on online business directories, like Google Business Profile (previously known as Google My Business)
  • If your financial service company operates in more than one physical location, be sure to create a separate Google Business Profile for each one 
  • Identify location-specific keywords that will help you rank in local SERPs
  • Make sure that your name, address, and phone number (NAP) citations are correct and consistent 
  • Leverage positive customer reviews and testimonials as social proof

  8. Optimise technical aspects of your website 

  Technical SEO — which primarily deals with the website’s underlying structure — is another crucial factor that financial services brands must monitor. 

  It’s an umbrella term that covers a wide range of elements, including : 

  • Site speed 
  • Indexing issues 
  • Broken links, orphaned pages, improper redirects 
  • On-page optimisation 
  • Mobile responsiveness

  In 2020, Google introduced Core Web Vitals, a set of metrics that measure web page performance in three key areas — loading speed, responsiveness and visual stability. 

  Given that they’re now a part of Google’s core ranking systems, you should consider using Matomo’s SEO Web Vitals feature to monitor these crucial metrics. Here’s why :

  When technical aspects of your website — namely, site speed and mobile responsiveness — are properly optimised, you can deliver a better user experience. That’s what Google seeks to reward. 

  Plus, it can be a critical brand differentiator for your business. 

  Conclusion 

  Investing in SEO for financial services is crucial for boosting online visibility and driving organic traffic and business growth. However, one thing to keep in mind is that SEO efforts shouldn’t be a one-time thing : 

  SEO is an ongoing process, and it will take time to establish your company as a trustworthy source and see real results. 

  You can start building that trust by using a web analytics platform that offers crucial insights for improving your website’s ranking in SERPs and maintains full compliance with GDPR and other privacy regulations. 

  That’s why Matomo is trusted by more than 1 million websites around the globe. As an ethical alternative to Google Analytics that doesn’t rely on data sampling, Matomo is not only easy to use but more accurate, too — providing 20-40% more data compared to GA4. 

  Sign up for a 21-day free trial and see how Matomo can support your financial services SEO strategy. No credit card required.

  Try Matomo for Free

  21 day free trial. No credit card required.

  
  

  Your email address
  

  Your website address
  

  Your Analytics subdomain will be .matomo.cloud (change)

  Choose your analytics subdomain
  

  .matomo.cloud

  I accept the terms and conditions and data processing agreement (DPA)

  
  Your information will be used to create an account on our cloud service. For more information please consult our privacy policy.
  
  
  

  Start improving your websites now

  

• How to Implement Cross-Channel Analytics : A Guide for Marketers

  17 avril 2024, par Erin

  Every modern marketer knows they have to connect with consumers across several channels. But do you know how well Instagram works alongside organic traffic or your email list ? Are you even tracking the impacts of these channels in one place ?

  You need a cross-channel analytics solution if you answered no to either of these questions. 

  In this article, we’ll explain cross-channel analytics, why your company probably needs it and how to set up a cross-channel analytics solution as quickly and easily as possible.

  What is cross-channel analytics ? 

  Cross-channel analytics is a form of marketing analytics that collects and analyses data from every channel and campaign you use.

  The result is a comprehensive view of your customer’s journey and each channel’s role in converting customers. 

  Cross-channel analytics lets you track every channel you use to convert customers, including :

  • Your website
  • Social media profiles
  • Email
  • Paid search
  • E-commerce
  • Retargeting campaigns

  Cross-channel analytics solves one of the most significant issues of cross-channel or multi-channel marketing efforts : measurement. 

  Research shows that only 16% of marketing tech stacks allow for accurate measurement of multi-channel initiatives across channels. 

  That’s a problem, given the staggering number of touchpoints in a typical buyer’s conversion path. However, it can be fixed using a cross-channel analytics approach that lets you measure the performance of every channel and assign a dollar value to its role in every conversion. 

  The difference between cross-channel analytics and multi-channel analytics

  Cross-channel analytics and multi-channel analytics sound very similar, but there’s one key difference you need to know. Multi-channel analytics measures the performance of several channels, but not necessarily all of them, nor the extent to which they work together to drive conversions. Conversely, cross-channel analytics measures the performance of all your marketing channels and how they work together. 

  What are the benefits of cross-channel analytics 

  Cross-channel analytics offers a lot of marketing and business benefits. Here are the ones marketing managers love most.

  Get a complete view of the customer journey

  Implementing a cross-channel analytics solution is the only way to get a complete view of your customer journey. 

  Cross-channel marketing analytics lets you see your customer journey in high definition, allowing you to build comprehensive customer profiles using data from multiple sources across every touchpoint. 

  

  The result ? You get to understand how every customer behaves at every point of the customer journey, why they convert or leave your funnel, and which channels play the biggest role. 

  In short, you get to see why customers convert so you can learn how to convert more of them.

  Personalise the customer experience

  According to a McKinsey study, customers demand personalisation, and brands that excel at it generate 40% more revenue. Deliver the personalisation they desire and reap the benefits with cross-channel analytics. 

  When you understand the customer journey in detail, it becomes much easier to personalise your website and marketing efforts to their preferences and behaviours.

  Identify your most effective marketing channels

  Cross-channel marketing helps you understand your marketing efforts to see how every channel impacts conversions. 

  Take a look at the screenshot from Matomo below. Cross-channel analytics lets you get incredibly granular — we can see the number of conversions of organic search drives and the performance of individual search engines. 

  

  This makes it easy to identify your most effective marketing channels and allocate your resources appropriately. It also allows you to ask (and answer) which channels are the most effective.

  Try Matomo for Free

  Get the web insights you need, without compromising data accuracy.

  Start for free

  No credit card required

  Attribute conversions accurately 

  An attribution model decides how you assign credit for each customer conversion to different touchpoints on the customer journey. Without a cross-channel analytics solution, you’re stuck using a standard attribution model like first or last click. 

  These models will show you how customers first found your brand or which channel finally convinced them to convert, but it doesn’t help you understand the role all your channels played in the conversion. 

  Cross-channel analytics solves this attribution problem. Rather than attributing a conversion to the touchpoint that directly led to the sale, cross-channel data gives you the real picture and allows you to use multi-touch attribution to understand which touchpoints generate the most revenue.

  How to set up cross-channel analytics

  Now that you know what cross-channel analytics is and why you should use it, here’s how to set up your solution. 

  1. Determine your objectives

  Defining your marketing goals will help you build a more relevant and actionable cross-channel analytics solution. 

  If you want to improve marketing attribution, for example, you can choose a platform with that feature built-in. If you care about personalisation, you could choose a platform with A/B testing capabilities to measure the impact of your personalisation efforts. 

  1. Set relevant KPIs

  You’ll want to track relevant KPIs to measure the marketing effectiveness of each channel. Put top-of-the-funnel metrics aside and focus on conversion metrics. 

  These include :

  • Conversion rate
  • Average visit duration
  • Bounce rate

  1. Implement tracking and analytics tools

  Gathering customer data from every channel and centralising it in a single location is one of the biggest challenges of cross-channel analytics. Still, it’s made easier with the right tracking tool or analytics platform. 

  The trick is to choose a platform that lets you measure as many of your channels as possible in a single platform. With Matomo, for example, you can track search, paid search, social and email campaigns and your website analytics.

  1. Set up a multi-touch attribution model

  Now that you have all of your data in one place, you can set up a multi-touch attribution model that lets you understand the extent to which each marketing channel contributes to your overall success. 

  There are several attribution models to choose from, including :

  

  Each model has benefits and drawbacks, so choosing the right model for your organisation can be tricky. Rather than take a wild guess, evaluate each model against your marketing objectives, sales length cycle and data availability.

  For example, if you want to focus on optimising customer acquisition costs, a model that prioritises earlier touchpoints will be better. If you care about conversions, you might try a time decay model. 

  1. Turn data into insights with reports

  One of the big benefits of choosing a tool like Matomo, which consolidates data in one place, is that it significantly speeds up and simplifies reporting.

  When all the data is stored in one platform, you don’t need to spend hours combing through your social media platforms and copying and pasting analytics data into a spreadsheet. It’s all there and ready for you to run reports.

  Try Matomo for Free

  Get the web insights you need, without compromising data accuracy.

  Start for free

  No credit card required

  1. Take action

  There’s no point implementing a cross-channel analytics system if you aren’t going to take action. 

  But where should you start ?

  Optimising your budgets and prioritising marketing spend is a great starting point. Use your cross-channel insights to find your most effective marketing channels (they’re the ones that convert the most customers or have the highest ROI) and allocate more of your budget to them. 

  You can also optimise the channels that aren’t pulling their weight if social media is letting you down ; for example, experiment with tactics like social commerce that could drive more conversions. Alternatively, you could choose to stop investing entirely in these channels.

  Cross-channel analytics best practices

  If you already have a cross-channel analytics solution, take things to the next level with the following best practices. 

  Use a centralised solution to track everything

  Centralising your data in one analytics tool can streamline your marketing efforts and help you stay on top of your data. It won’t just save you from tabbing between different browsers or copying and pasting everything into a spreadsheet, but it can also make it easier to create reports. 

  Think about consumer privacy 

  If you are looking at a new cross-channel analytics tool, consider how it accounts for data privacy regulations in your area. 

  You’re going to be collecting a lot of data, so it’s important to respect their privacy wishes. 

  It’s best to choose a platform like Matomo that complies with the strictest privacy laws (CCPA, GDPR, etc.).

  Monitor data in real time

  So, you’ve got a holistic view of your marketing efforts by integrating all your channels into a single tool ?

  Great, now go further by monitoring the impact of your marketing efforts in real time.

  

  With a web analytics platform like Matomo, you can see who visits your site, what they do, and where they come from through features like the visits log report, which even lets you view individual user sessions. This lets you measure the impact of posting on a particular social channel or launching a new offer. 

  Try Matomo for Free

  Get the web insights you need, without compromising data accuracy.

  Start for free

  No credit card required

  Reallocate marketing budgets based on performance

  When you track every channel, you can use a multi-touch attribution model like position-based or time-decay to give every channel the credit it deserves. But don’t just credit each channel ; turn your valuable insights into action. 

  Use cross-channel attribution analytics data to reallocate your marketing budget to the most profitable channels or spend time optimising the channels that aren’t pulling their weight. 

  Cross-channel analytics platforms to get started with 

  The marketing analytics market is huge. Mordor Intelligence valued it at $6.31 billion in 2024 and expects it to reach $11.54 billion by 2029. Many of these platforms offer cross-channel analytics, but few can track the impact of multiple marketing channels in one place. 

  So, rather than force you to trawl through confusing product pages, we’ve shortlisted three of the best cross-channel analytics solutions. 

  Matomo

  

  Matomo is a web analytics platform that lets you collect and centralise your marketing data while giving you 100% accurate data. That includes search, social, e-commerce, campaign tracking data and comprehensive website analytics.

  Better still, you get the necessary tools to turn those insights into action. Custom reporting lets you track and visualise the metrics that matter, while conversion optimisation tools like built-in A/B testing, heatmaps, session recordings and more let you test your theories. 

  Google Analytics

  

  Google Analytics is the most popular and widely used tool on the market. The level of analysis and customisation you can do with it is impressive for a free tool. That includes tracking just about any event and creating reports from scratch. 

  Google Analytics provides some cross-channel marketing features and lets you track the impact of various channels, such as social and search, but there are a couple of drawbacks. 

  Privacy can be a concern because Google Analytics collects data from your customers for its own remarketing purposes. 

  It also uses data sampling to generate wider insights from a small subset of your data. This lack of accurate data reporting can cause you to generate false insights.

  With Google Analytics, you’ll also need to subscribe to additional tools to gain advanced insights into the user experience. So, consider that while this tool is free, you’ll need to pay for heatmaps, session recording and A/B testing tools to optimise effectively.

  Improvado

  

  Improvado is an analytics tool for sales and marketing teams that extracts thousands of metrics from hundreds of sources. It centralises data in data warehouses, from which you can create a range of marketing dashboards.

  While Improvado does have analytics capabilities, it is primarily an ETL (extraction, transform, load) tool for organisations that want to centralise all their data. That means marketers who aren’t familiar with data transformations may struggle to get their heads around the complexity of the platform.

  Make the most of cross-channel analytics with Matomo

  Cross-channel analytics is the only way to get a comprehensive view of your customer journey and understand how your channels work together to drive conversions.

  Then you’re dealing with so many channels and data ; keeping things as simple as possible is the key to success. That’s why over 1 million websites choose Matomo. 

  Our all-in-one analytics solution measures traditional web analytics, behavioural analytics, attribution and SEO, so you have 100% accurate data in one place. 

  Try it free for 21 days. No credit card required.

  Try Matomo for Free

  21 day free trial. No credit card required.

  
  

  Your email address
  

  Your website address
  

  Your Analytics subdomain will be .matomo.cloud (change)

  Choose your analytics subdomain
  

  .matomo.cloud

  I accept the terms and conditions and data processing agreement (DPA)

  
  Your information will be used to create an account on our cloud service. For more information please consult our privacy policy.
  
  
  

  Start improving your websites now

  

• First-party data explained : Benefits, use cases and best practices

  25 juillet, par Joe

  Third-party cookies are being phased out, and marketers who still depend on them for user insights need to find alternatives.

  Google delayed the complete deprecation of third-party cookies until early 2025, but many other browsers, such as Mozilla, Brave, and Safari, have already put a stop to them. Plus, looking at the number of data leak incidents, like the one where Twitter leaked 200 million user emails, collecting and using first-party data is a great alternative. 

  In this post, we explore the ins and outs of first-party data and examine how to collect it. We’ll also look at various use cases and best practices to implement first-party data collection.

  What is first-party data ?

  First-party data is information organisations collect directly from customers through their owned channels. 

  Organisations can capture data without intermediaries when people interact with their website, mobile app, social media accounts or other customer-facing systems.

  For example, businesses can track visitor behaviour, such as bounce rates and time spent browsing particular pages. This activity is considered first-party data when it occurs on the brand’s digital property.

  Some examples include :

  • Demographics : Age, gender, location, income level
  • Contact information : Email addresses, phone numbers
  • Behavioural insights : Topics of interest, content engagement, browsing history
  • Transactional data : Purchase history, shopping preferences

  A defining characteristic is that this information comes straight from the source, with the customer’s willingness and consent. This direct collection method is why first-party data is widely regarded as more reliable and accurate than second or third-party data. With browsers like Chrome fully phasing out third-party cookies by the end of 2025, the urgency for adopting more first-party data strategies is accelerating across industries.

  How to collect first-party data 

  Organisations can collect first-party data in various ways. 

  Website pixels

  In this method, organisations place small pieces of code that track visitor actions like page views, clicks and conversions. When visitors land on the page, the pixel activates and collects data about their behaviour without interrupting the user experience. 

  Website analytics tools

  With major browsers like Safari and Firefox already blocking third-party cookies (and Chrome is phasing them out soon, there’s even more pressure on organisations to adopt first-party data strategies.

  Website analytics tools like Matomo help organisations collect first-party data with features like visitor tracking and acquisition analysis to analyse the best channels to attract more users. 

  Multi-attribution modelling that helps businesses understand how different touchpoints (social media channels or landing pages) persuade visitors to take a desired action (like making a purchase). 

  

  (Image Source)

  Other activities include :

  • Cohort analysis 
  • Heatmaps and session recordings 
  • SEO keyword tracking
  • A/B testing 
  • Paid ads performance tracking

  

  Heatmap feature in Matomo

  Account creation on websites

  When visitors register on websites, they provide information like names, email addresses and often demographic details or preferences.

  Newsletters and subscriptions 

  With email subscriptions and membership programs, businesses can collect explicit data (preferences selected during signup) and implicit data (engagement metrics like open rates and click patterns).

  Gated content

  Whitepapers, webinars or exclusive articles often ask for contact information when users want access. This approach targets specific audience segments interested in particular topics.

  Customer Relationship Management (CRM) systems

  CRM platforms collect information from various touchpoints and centralise it to create unified customer profiles. These profiles include detailed user information, like interaction history, purchase records, service inquiries and communication preferences.

  Mobile app activity

  Mobile in-app behaviours can assist businesses in gathering data such as :

  • Precise location information (indicating where customers interact with the app)
  • Which features they use most often
  • How long they stay on different screens
  • Navigation patterns

  This mobile-specific data helps organisations understand how their customers behave on smaller screens and while on the move, insights that website data alone cannot provide.

  Point of Sale (PoS) systems

  Modern checkout systems don’t just process payments. PepsiCo proved this by growing its first-party data stores by more than 50% through integrated PoS systems. 

  Today’s PoS technology captures detailed information about each transaction :

  • Item(s) sold
  • Price (discounts, taxes, tip)
  • Payment type (card, cash, digital wallet)
  • Time and date
  • Loyalty/rewards number
  • Store/location

  Plus, when connected with loyalty programs where customers identify themselves (by scanning a card or entering a phone number), these systems link purchase information to individuals. 

  This creates valuable historical records showing how customer preferences evolve and offering insight into :

  • Which products are frequently purchased together
  • The time of the day, week, month, or year when items sell best
  • Which promotions or special offers are most effective

  Server-side tracking 

  Most websites track user behaviour through code that runs in the visitor’s web browser (client-side tracking). 

  Server-side tracking takes a different approach by collecting data directly on the company’s own servers. 

  Because the tracking happens on company servers rather than browsers, ad-blocking software doesn’t block it. 

  Organisations gain more consistent data collection and greater control over their customer information. This privacy-friendly approach lets companies get the data they need without relying on third-party tracking scripts.

  Now that we understand how organisations can gather first-party data, let us explore its use cases. 

  Use cases of first-party data 

  Businesses can use first-party data in many ways, from creating customer profiles to personalising user experiences.

  Developing comprehensive customer profiles

  First-party data can help create detailed customer profiles. 

  Here are some examples :

  • Demographic profiles : Age, gender, location, job role and other personal characteristics.
  • Behavioural profiles : Website activity, purchase history and engagement with marketing campaigns that focus on how users interact with businesses and their offerings. 
  • Psychographic profiles : Customer’s interests, values and lifestyle preferences.
  • Transactional profiles : Purchase patterns, including the types of products they buy, how often they purchase and their total spending.

  The benefit of developing these profiles is that businesses can then create specific campaigns for each profile, instead of running random campaigns. 

  For example, a subscription service business may have a behavioural profile of ‘inactive users’. To reignite interest, they can offer discounts or limited-time freebies to these users.

  Crafting relevant content

  First-party data shows what types of content customers engage with most. 

  If customers love watching videos, businesses can create more video content. If a blog gets more readership for its tech articles, it can focus on tech-related content to adjust to readers’ preferences. 

  Uncovering new marketing opportunities

  First-party data lets businesses analyse customer interactions in a way that can reveal untapped markets. 

  For example, if a company sees that many website visitors are from a particular region, it might consider launching campaigns in that area to boost sales. 

  Personalising experiences

  89% of decision-makers believe personalisation is key to business success in the next three years. 

  First-party data helps organisations to tailor experiences based on individual preferences. 

  

  For example, an e-commerce site can recommend products based on previous purchases or browsing history. Shoppers with abandoned carts can get reminders. 

  It’s also helpful to see how customers respond to different types of communication. Certain groups may prefer emails, and some may prefer text messages. Similarly, some users spend more time on quizzes and interactive content like wizards or calculators. 

  By analysing this, businesses can adjust their strategies so that users get a personal experience when they visit a website.

  Optimising operations

  The use cases of first-party data don’t just apply to the marketing domain. They’re also valuable for operations. When businesses analyse customer order patterns, they can spot the best locations for fulfilment centres that reduce shipping time and costs.

  For example, an online retailer might discover that most customers are concentrated in urban areas and decide to open fulfilment centres closer to those locations.

  Or, in the public sector, transport companies can use first-party data to optimise routes and fine-tune fare simulation tools. By analysing rider queries, travel preferences and interaction data, they can :

  • Prioritise high-demand routes during peak hours 
  • Adjust fare structures to reflect common trip or rider patterns
  • Make personalised travel suggestions based on individual user history.

  Benefits of first-party data 

  First-party data offers two significant benefits : accuracy and compliance. It comes directly from the customers and can be considered more accurate and reliable. But that’s not it. 

  First-party data aligns with many data privacy regulations, like the GDPR and CCPA. That’s because first-party data collection requires explicit consent, which means the data remains confidential. This builds compliance, and customers develop more trust in the business.

  Best practices to collect and manage first-party data 

  Though first-party data comes with many benefits, how should organisations collect and manage it ? What are the best practices ? Let’s take a look. 

  Define clear goals

  Though defining clear goals seems like overused advice, it’s one of the most important. If a business doesn’t know why it’s collecting first-party data, all the information gathering becomes purposeless. 

  Businesses can think of different goals to achieve from first-party data collection : improving customer relationships, enhancing personalisation or increasing ROI. 

  Once these goals are concrete, they can guide data collection strategies and help understand whether they’re working.

  Establish a privacy policy

  A privacy policy is a document that explains why a business is collecting a user’s data and what it will do with it. By being open and honest, this policy builds trust with customers, so customers feel safe sharing their information. 

  For example, an e-commerce privacy policy may read like : 

  “At (Business name), your privacy is important to us. We collect your information when you create an account or buy something. This information includes your name, email and purchase history. We use this data to give you a better shopping experience and suggest products that you’ll find useful. We follow all data privacy laws like GDPR to keep your personal information safe.” 

  For organisations that use Matomo, we suggest updating the privacy policy to explain how Matomo is used and what data it collects. Here’s a privacy policy template for Matomo users that can be easily copied and pasted. 

  For a GDPR compatible privacy policy, read How to complete your privacy policy with Matomo analytics under GDPR.

  Simplify consent processes

  Businesses should obtain explicit user consent before collecting their data, as shown in the image below. 

  

  (Image Source) 

  To do this, integrate user-friendly consent management platforms that let customers easily access, view, opt out of, or delete their information.

  To ensure consent practices align with GDPR standards, follow these key steps :
  

  GDPR-compliant consent checklist
  ✅ State the purpose clearly	Describe data usage in plain terms.
  ✅ Use granular opt-ins	Separate consents by purpose.
  ✅ Avoid pre-ticked boxes	Active choices only.
  ✅ Enable easy opt-out	Simple and accessible withdrawal.
  ✅ Log consent	Timestamp and record every opt-in.
  ✅ Review periodically	Audit for accuracy and relevance.

  Comply with platform-specific restrictions

  In addition to general consent practices, businesses must comply with platform-specific restrictions. This includes obtaining explicit permissions for :

  • Location services : Users must consent to sharing their location data.
  • Contact lists : Businesses need permission to access and use contact information.
  • Camera and microphone Use : Users must consent to using the camera and microphone 
  • Advertising IDs : On platforms like iOS, businesses must obtain consent to use advertising IDs. 

  For example, Zoom asks the user if it can access the camera and the microphone by default.

  Utilise multiple data collection channels

  Instead of relying on just one source to collect first-party data, it is better to use multiple channels. Gather first-party data from diverse sources such as websites, mobile apps, CRM systems, email campaigns, and in-store interactions (for richer datasets). This way, businesses get a more complete picture of their customers.

  Implementing a strong data governance framework with proper tooling, taxonomy, and maintenance practices is also vital for better data usability.

  Use privacy-focused analytics tools 

  Focus on not just collecting data but also doing it in a way that’s secure and ethical. 

  Use tools like Matomo to track user interactions and gather meaningful analytics. For example, Matomo heatmaps can give you a visual insight into where users click and scroll, all while following all the data privacy laws.

  

  (Image Source) 

  What is second-party data ? 

  Second-party data is information that one company collects from its customers and shares with another company. It’s like “second-hand” first-party data because it’s collected directly from customers but used by a different business.

  Companies purchase second-party data from trusted partners instead of getting it directly from the customer. For example, hotel chains can use customer insights from online travel agencies, like popular destinations and average stay lengths, to refine their pricing strategies and offer more relevant perks.

  When using second-party data, it’s essential to :

  • Be transparent : Share with customers that their data is being shared with partners. 
  • Conduct regular audits : Ensure the data is accurate and handled properly to maintain strong privacy standards. If their data standards don’t seem that great, consider looking elsewhere.

  What is third-party data ? 

  Third-party data is collected from various sources, such as public records, social media or other online platforms. It’s then aggregated and sold to businesses. Organisations get third-party data from data brokers, aggregators and data exchanges or marketplaces. 

  Some examples of third-party data include life events from user social media profiles, like graduation or facts about different organisations, like the number of employees and revenue.

  For example, a data broker might collect information about people’s interests from social media and sell it to a company that wants to target ads based on those interests.

  Third-party data often raises privacy concerns due to its collection methods. One major issue is the lack of transparency in how this data is obtained. 

  Consumers often don’t know that their information is being collected and sold by third-party brokers, leading to feelings of mistrust and violation of privacy. This is why data privacy guidelines have evolved. 

  What is zero-party data ? 

  Zero-party data is the information that customers intentionally share with a business. Some examples include surveys, product ratings and reviews, social media polls and giveaways.

  Organisations collect first-party data by observing user behaviours, but zero-party data is the information that customers voluntarily provide. 

  

  Zero-party data can provide helpful insights, but self-reported information isn’t always accurate. People don’t always do what they say. 

  For example, customers in a survey may share that they consider quality above all else when purchasing. Still, looking at their actual behaviour, businesses can see that they make a purchase only when there’s a clearance or a sale.

  First-party data can give a broader view of customer behaviours over time, which zero-party data may not always be able to capture. 

  Therefore, while zero-party data offers insights into what customers say they want, first-party data helps understand how they behave in real-world scenarios. Balancing both data types can lead to a deeper understanding of customer needs.

  Getting valuable customer insights without compromising privacy 

  Matomo is a powerful tool for organisations that want to collect first-party data. We’re a full-featured web analytics tool that offers features that allow businesses to track user interactions without compromising the user’s personal information. Below, we share how.

  Data ownership

  Matomo allows organisations to own their analytics data, whether on-premise or in their chosen cloud. This means we don’t share your data with anyone else. This aligns with GDPR’s requirement for data sovereignty and minimises third-party risks.

  Pseudonymisation of user IDs

  Matomo allows organisations to pseudonymise user IDs, replacing them with a salted hash function. 

  

  (Image Source)

  Since the user IDs have different names, no one can trace them back to a specific person.

  IP address anonymisation

  Data anonymisation refers to removing personally identifiable information (PII) from datasets so individuals can’t be readily identified.

  Matomo automatically anonymises visitor IP addresses, which helps respect user privacy. For example, if the visitor’s IP address is 199.513.1001.123, Matomo can mask it to 199.0.0.0. 

  It can also anonymise geo-location information, such as country, region and city, ensuring this data doesn’t directly identify users.

  

  (Image Source) 

  Consent management

  Matomo offers an opt-out option that organisations can add to their website, privacy policy or legal page. 

  Matomo tracks everyone by default, but visitors can opt out by clicking the opt-out checkbox. 

  Our DoNotTrack technology helps businesses respect user choices to opt out of tracking from specific websites, such as social media or advertising platforms. They can simply select the “Support Do Not Track preference.”

  These help create consent workflows and support audit trails for regulators. 

  Data storage and deletion

  Keeping visitor data only as long as necessary is a good practice by default. 

  To adhere to this principle, organisations can configure Matomo to automatically delete old raw data and old aggregated report data. 

  Here’s a quick case study summarising how Matomo features can help organisations collect first-party data. CRO:NYX found that Google Analytics struggled to capture accurate data from their campaigns, especially when running ads on the Brave browser, which blocks third-party cookies.

  They then switched to Matomo, which uses first-party cookies by default. This approach allowed them to capture accurate data from Brave users without putting user privacy at stake. 

  The value of Matomo in first-party data strategies 

  First-party data gives businesses a reliable way to connect with audiences and to improve marketing strategies. 

  Matomo’s ethical web analytics lets organisations collect and analyse this data while prioritising user privacy. 

  With over 1 million websites using Matomo, it’s a trusted choice for organisations of all sizes. As a cloud-hosted service and a fully self-hosted solution, Matomo supports organisations with strong data sovereignty needs, allowing them to maintain full control over their analytics infrastructure.

  Ready to collect first-party data while securing user information ? Start your free 21-day trial, no credit card required.