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How do I set up GA4 for a financial services site?

Last reviewed 22 April 2026 · Reviewed by Jake McQuillan

Quick answer

How do I set up GA4 for a financial services site?

Enable enhanced measurement, add custom events for form submits, calculator use, phone clicks, and booked consultations, link to Google Ads, and import CRM-stage events server-side.

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Setup

  1. Enhanced measurement: on
  2. Custom events: form_submit, calculator_use, tel_click, consultation_booked
  3. Conversions: mark the right events
  4. Google Ads link + import conversions
  5. Measurement Protocol / server-side for CRM events
  6. UTM taxonomy documented

Governance

Single source of truth = CRM; GA4 is dashboarding.

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Reviewed by
Jake McQuillan
Founder at Platinum Prospects
Last reviewed 22 April 2026

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