The situation
Your next exam or regulatory review could ask what your website and marketing tools do with visitor data, and right now nobody on your team could answer with confidence - the setup has just been running since whoever configured it left, or since it was migrated from an older platform and nobody revisited the settings.
This isn't a hypothetical: examiners across financial services have shown growing interest in what institutions' digital properties actually do, and "we haven't looked at it" is a worse position to be in than whatever the review might actually find.
The pain
Analytics was set up years ago by whoever was available at the time, using default settings built for a retail website. No one has looked at it since, and "we're not sure what it actually does" is not an answer that holds up under review - it invites more scrutiny, not less, because it signals nobody owns the system.
Meanwhile, the platforms themselves keep changing. A feature that was off at setup can be turned on by a vendor update months later, silently, with no internal change to flag it - so even a team that reviewed the setup once can drift out of date without doing anything wrong.
What we implement
We inventory what your current analytics and marketing tags actually collect and send, then reconfigure or replace the parts that don't hold up - first-party measurement design with vendor defaults redacted or turned off where they conflict with your obligations. The inventory itself becomes the reference document your team can maintain and update going forward, so the next platform change is a scheduled check against a known baseline rather than a fresh investigation starting from zero.
What you get
- A documented, current answer to "what does our analytics setup do," ready before anyone asks.
- Configuration changes that keep your reporting working while removing the parts that create exposure.
- A record you can hand to an examiner or reviewer without having to reconstruct it under time pressure.
- A baseline to check future platform updates against, instead of discovering drift by accident.
Illustrative example
An institution that hadn't touched its analytics configuration since initial setup might find several vendor defaults - ads signals, expanded URL capture - quietly turned on the whole time, none of them the result of a decision anyone remembers making. Illustrative - the specific defaults found vary by platform and by how long ago the setup was done.