How do I set up Meta Conversions API for a financial services site?

Quick answer

How do I set up Meta Conversions API for a financial services site?

Deploy server-side CAPI via Stape / Segment / GTM server, hash and send user data (email, phone), pass fbp/fbc, and include booked-fee as a Value event.

Stack

- Server-side GTM (Stape/Cloud Run) - Events: Lead, CompleteRegistration, Purchase (for fee signed) - Hashed identifiers: email, phone, name, DOB - fbp + fbc cookies captured - Event deduplication between browser + server

Impact

25-40% lift in reported conversions and 15-35% CPL reduction within 60 days.

Reviewed by Platinum Prospects Editorial. Last updated April 2026.