UK
Investment & Financial Services
Schorders case study windsor

How Windsor.ai helped a global investment firm unify cross-channel data, eliminate attribution bias, and reduce cost per acquisition through centralized, real-time marketing analytics.

Data sources:
Destinations:

Reduced overall marketing CPA by

41%

Automated data refresh latency minimized to

1 hr

Key outcomes:

  • 41% reduction in overall marketing CPA after centralizing campaign and cost data from all paid platforms and making data-driven strategy optimizations.
  • Unified cross-channel customer journey tracking by integrating Google Ads, social media, Outbrain, email, and programmatic data in a single location.
  • Data latency reduced to 1 hour, enabling same-day campaign performance decisions.
  • Enabled true cost-performance measurement across all campaigns with multi-source cost data stitched to user paths.
  • Full visibility into user behavior and campaign impact, enabling Schroders to shift spend from low-value to high-converting strategies.
  • The new data architecture is ready for rollout across additional APAC markets.

Isaac Poh review

About the client

Schroders is a global asset management firm headquartered in London, managing over GBP 447 billion in assets. With 4,600+ employees across 29 international offices, Schroders serves institutional investors, intermediaries, and individuals around the world.

As a FTSE 100 constituent listed on the London Stock Exchange, the company invests heavily in digital infrastructure to align its brand with modern data-driven performance standards, especially in competitive growth regions such as Asia Pacific.

Challenges

The Schroders marketing team in Singapore needed a centralized and unbiased way to evaluate campaign performance across a diverse mix of digital channels.

Their key pain points included:

  • Double-counting of conversions across platforms with siloed attribution models.
  • Lack of a unified view to track cross-channel cost per acquisition (CPA) with 100% accuracy.
  • Inability to analyze view-through conversions (crucial for financial services campaigns).
  • Fragmented reporting workflows and no scalable way to compare media performance in real time.

Solution

Schroders partnered with Windsor.ai to build a unified data infrastructure that unified all its campaign, cost, and user journey data, enabling accurate performance insights without any bias.

Here’s what Windsor.ai brought to the table to help Schroders achieve these goals:

Windsor.ai capabilityBusiness impact
Integration of all the required data sources via ready-made ELT connectors✅ Centralized all cross-channel campaign and user interaction data
Automated cost ingestion from multiple channels✅ Enabled unified CPA reporting and budget optimization
View-through conversions from the ad server✅ Added upper-funnel influence visibility to the attribution model
Native BigQuery destination + auto-refreshing Looker dashboards✅ Delivered a single source of truth and real-time, interactive reporting across the region
Application of multi-touch attribution logic✅ Moved away from last-click bias to more accurate performance modeling

Modernized Architecture with Windsor.ai

The new marketing analytics stack gives Schroders a transparent, scalable view into campaign performance and user behavior across the full conversion funnel.

Here’s how their data architecture, powered by Windsor.ai, looks now:

Data sources:

  • Google Ads
  • Google Analytics 4
  • Facebook Ads
  • Outbrain
  • Programmatic Platforms
  • DV360 / Campaign Manager 360
  • Email platforms

Windsor.ai ELT connectors:

  • Cover API-based automated data extraction
  • Do schema-aware syncing and updates every hour

Destinations:

  • Google BigQuery (centralized data warehouse)
  • Looker Studio dashboards for live insights
  • SQL queries in BigQuery for campaign-level CPA, ROAS, and lead attribution

Results

By implementing Windsor.ai as its data integration layer, Schroders has benefited from the following improvements:

  • 41% drop in cost per acquisition by consolidating attribution and eliminating media waste on low-performing campaigns and channels.
  • Identified top-performing campaigns previously hidden by siloed reports and reallocated budget to them.
  • Achieved 100% tracking coverage of touchpoints across all integrated marketing channels.
  • Eliminated conversion double-counting and delivered a unified, unbiased view of cross-channel performance.
  • After successful implementation, the new data architecture is fully prepared to scale regionally across Asia-Pacific.

Final takeaway

Schroders used Windsor.ai to eliminate fragmented, biased performance reporting and replace it with a centralized, independent data platform. By integrating cost, journey, and conversion data into BigQuery and applying multi-touch attribution models, the marketing team in APAC now makes informed decisions based on true performance, not assumptions.

With this system in place, Schroders is positioned to scale outcome-based marketing across additional regions while maintaining full transparency and control of its cross-channel data.

Want to unify your marketing data and uncover growth opportunities with Windsor.ai?

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