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

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.

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.

Reviewed by Platinum Prospects Editorial. Last updated April 2026.