Building a Growth Engine with Segment CDP
Financial Technology

Building a Growth Engine with Segment CDP

Implemented a comprehensive CDP using Segment, dbt, GA4, BigQuery, Fivetran, and Looker to track user behavior, activate users across the marketing funnel, and analyze 30+ custom business metrics.

Challenge

The client needed to track complex user behavior across multiple platforms while building a comprehensive metrics system with limited resources. The solution needed to handle their all-in-one financial app's diverse features while optimizing costs.

Complex multi-platform tracking needs
Resource constraints
30+ custom metrics required
Cost optimization for MTU
Multiple data sources integration

Solution

Implemented a dual-tracking approach using Segment and GA4, with extensive data modeling in dbt and real-time activation through multiple channels.

Key Components

Segment & GA4 dual tracking
BigQuery data warehouse
dbt modeling layer
Looker Studio dashboards
Multi-source identity resolution

Implementation

Tracked 80+ user journey events
Built custom dbt metrics models
Integrated multiple data sources
Set up real-time activation
Implemented cost-optimized tracking

Results

Processing 100K+ daily events
80+ tracked user interactions
30+ business metrics automated
Complete funnel visibility
Optimized tracking costs

Business Impact

Enabled data-driven growth across all stages of the customer journey while maintaining cost efficiency. The system provides complete visibility into user behavior and business performance.

Technical Outcome

Successfully built a scalable CDP that unifies data from multiple sources, processes hundreds of thousands of events daily, and delivers actionable insights through custom metric models.

About Client

Asian Fintech Platform

Financial TechnologyID

A Y Combinator-backed fintech startup focused on improving financial literacy through an all-in-one mobile app combining traditional banking with modern digital solutions. Raised over $2M in seed funding from AC Ventures, Vibe.VC, and Y Combinator.

Business Impact

100K+ Daily Events
Data Control
Full Funnel Tracking
ROI Growth

Scope

Capture & IdentityProcessingActivation

Technologies

SegmentGA4BigQuerydbtLookerFivetran

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