The Challenge: Cross-Channel Performance Blindness

Modern marketing teams run campaigns across search, social, display, video and more – but the data sits in silos. Each platform reports its own clicks, conversions and ROAS, often with different attribution windows, definitions and tracking gaps. The result is cross-channel performance blindness: you see channel-level metrics, but not the true combined impact on pipeline and revenue.

Traditional approaches try to fix this with manual spreadsheets, last-click reporting, or complex multi-touch attribution projects that take months and still leave gaps. Analysts export CSVs from Google Ads, Meta, LinkedIn, DSPs and analytics tools, then spend days reconciling naming conventions, UTM parameters and conversion logic. By the time a slide deck is ready, the insights are already outdated and budgets have shifted again.

The business impact is significant. Budgets stay stuck in comfortable channels instead of the mix that actually drives incremental conversions. You over-credit upper-funnel channels or under-credit assist channels because attribution is inconsistent. This leads to inefficient spend, higher CAC and missed growth. Competitors that see cross-channel performance more clearly can reallocate budgets weekly, double down on winning combinations and shut down waste quickly.

The good news: this is a solvable problem. With the right use of AI for cross-channel marketing analytics, you can let models do the heavy lifting of comparing metrics, spotting inconsistencies and proposing unified KPIs. At Reruption, we’ve helped teams move from fragmented dashboards to actionable, AI-supported views that reflect how channels work together. In the rest of this guide, you’ll see practical ways to use Claude to break through cross-channel blindness and make better, faster ROAS decisions.

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Our Assessment

A strategic assessment of the challenge and high-level tips how to tackle it.

From Reruption’s experience building AI-first analytics workflows, the biggest win is not a beautiful dashboard – it’s getting to clear, explainable cross-channel insights that marketers actually trust and act on. Claude is particularly strong here: it can digest complex exports from multiple ad platforms, highlight inconsistencies, and translate them into plain-language recommendations that non-technical stakeholders understand.

Anchor on Business Outcomes, Not Channel Metrics

Before you throw Claude at a pile of CSVs, get clear on the business outcomes you want to optimize for: qualified leads, pipeline value, subscription trials, or purchases with a certain gross margin. Cross-channel blindness often comes from teams debating click-through rates while ignoring downstream quality and revenue contribution.

Use Claude to help you reframe the reporting structure. Instead of asking, “Which channel has the best ROAS in its own dashboard?”, steer Claude towards questions like, “Which combinations of channel, audience and creative correlate with the highest-quality conversions across all platforms?” This mindset moves your team from channel silo thinking to a unified revenue impact lens.

Design a Unified Measurement Framework First

AI will not magically fix inconsistent definitions. You need a deliberate, cross-channel measurement framework that Claude can work within. That includes harmonized campaign naming, standard UTM conventions, aligned attribution windows where possible, and a clear hierarchy of metrics (from impressions to revenue).

Strategically, involve marketing ops, performance marketers and analytics in defining this framework. Then use Claude as a thinking partner: upload your current exports and ask it to surface where definitions conflict, where conversion events are misaligned, and which KPIs are comparable across channels. This creates a robust foundation so Claude’s insights are reliable and repeatable, not one-off analyses.

Treat Claude as an Analyst Partner, Not a Black Box

Many teams either over-trust or underuse AI. The right approach is to treat Claude as a senior analyst assistant who explains its reasoning. Ask it to walk you through how it arrived at a recommendation, which data sources were used, and what assumptions were made about attribution. This keeps your team in control and builds trust.

Organizationally, make it normal for marketers to challenge Claude’s conclusions: “What if we excluded branded search?”, “How does this change with a 7-day vs 28-day lookback?”. Claude can quickly recompute and re-explain different scenarios. This dialogue improves both human understanding and model prompts over time, reducing the risk of misinterpretation.

Build Cross-Functional Ownership Around Insights

Fixing cross-channel performance blindness is not just a tooling decision; it’s a team decision. Paid search, paid social, programmatic and brand teams often optimize their own KPIs. When Claude starts surfacing cross-channel trade-offs and reallocation opportunities, you need a governance model for who decides what changes.

Strategically, set up a recurring “AI-assisted performance review” where Claude’s synthesized insights are the starting point for discussion. Give clear decision rights: who can shift budgets across channels, who validates that recommendations align with brand and strategic priorities, and how experiments are logged. This turns AI outputs into coordinated action instead of isolated channel tweaks.

Manage Risk with Scenario Planning and Guardrails

When you start letting AI inform budget shifts, risk management becomes strategic. Use Claude to run what-if scenarios: “What happens to blended CAC if we move 15% of Meta spend into YouTube based on the last 30 days?” or “How sensitive is our ROAS to cutting underperforming display placements?”. Scenario planning helps leadership see that you’re not betting the entire budget on a black-box suggestion.

Define guardrails in advance: maximum percentage of budget that can be reallocated in a single cycle, channels that should not fall below a minimum presence for brand reasons, and thresholds for statistically meaningful changes. Claude can help monitor these constraints and flag when a recommendation would violate them, keeping your optimization aggressive but controlled.

Using Claude to solve cross-channel performance blindness is ultimately about combining a solid measurement foundation with AI’s ability to analyze complexity and explain it in human language. When you give Claude the right data and questions, it becomes a powerful partner for uncovering hidden ROAS drivers and aligning teams around better budget decisions. At Reruption, we embed this capability directly into your marketing operations – from PoC to production workflows – so your team doesn’t just get another report, but a sustainable, AI-first way of running performance marketing. If you’re ready to see what this could look like on your own data, we’re happy to explore it with you.

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Real-World Case Studies

From Payments to Apparel Retail: Learn how companies successfully use Claude.

Nubank (Pix Payments)

Payments

Nubank, Latin America's largest digital bank serving over 114 million customers across Brazil, Mexico, and Colombia, faced the challenge of scaling its Pix instant payment system amid explosive growth. Traditional Pix transactions required users to navigate the app manually, leading to friction, especially for quick, on-the-go payments. This app navigation bottleneck increased processing time and limited accessibility for users preferring conversational interfaces like WhatsApp, where 80% of Brazilians communicate daily. Additionally, enabling secure, accurate interpretation of diverse inputs—voice commands, natural language text, and images (e.g., handwritten notes or receipts)—posed significant hurdles. Nubank needed to overcome accuracy issues in multimodal understanding, ensure compliance with Brazil's Central Bank regulations, and maintain trust in a high-stakes financial environment while handling millions of daily transactions.

Lösung

Nubank deployed a multimodal generative AI solution powered by OpenAI models, allowing customers to initiate Pix payments through voice messages, text instructions, or image uploads directly in the app or WhatsApp. The AI processes speech-to-text, natural language processing for intent extraction, and optical character recognition (OCR) for images, converting them into executable Pix transfers. Integrated seamlessly with Nubank's backend, the system verifies user identity, extracts key details like amount and recipient, and executes transactions in seconds, bypassing traditional app screens. This AI-first approach enhances convenience, speed, and safety, scaling operations without proportional human intervention.

Ergebnisse

  • 60% reduction in transaction processing time
  • Tested with 2 million users by end of 2024
  • Serves 114 million customers across 3 countries
  • Testing initiated August 2024
  • Processes voice, text, and image inputs for Pix
  • Enabled instant payments via WhatsApp integration
Read case study →

Visa

Payments

The payments industry faced a surge in online fraud, particularly enumeration attacks where threat actors use automated scripts and botnets to test stolen card details at scale. These attacks exploit vulnerabilities in card-not-present transactions, causing $1.1 billion in annual fraud losses globally and significant operational expenses for issuers. Visa needed real-time detection to combat this without generating high false positives that block legitimate customers, especially amid rising e-commerce volumes like Cyber Monday spikes. Traditional fraud systems struggled with the speed and sophistication of these attacks, amplified by AI-driven bots. Visa's challenge was to analyze vast transaction data in milliseconds, identifying anomalous patterns while maintaining seamless user experiences. This required advanced AI and machine learning to predict and score risks accurately.

Lösung

Visa developed the Visa Account Attack Intelligence (VAAI) Score, a generative AI-powered tool that scores the likelihood of enumeration attacks in real-time for card-not-present transactions. By leveraging generative AI components alongside machine learning models, VAAI detects sophisticated patterns from botnets and scripts that evade legacy rules-based systems. Integrated into Visa's broader AI-driven fraud ecosystem, including Identity Behavior Analysis, the solution enhances risk scoring with behavioral insights. Rolled out first to U.S. issuers in 2024, it reduces both fraud and false declines, optimizing operations. This approach allows issuers to proactively mitigate threats at unprecedented scale.

Ergebnisse

  • $40 billion in fraud prevented (Oct 2022-Sep 2023)
  • Nearly 2x increase YoY in fraud prevention
  • $1.1 billion annual global losses from enumeration attacks targeted
  • 85% more fraudulent transactions blocked on Cyber Monday 2024 YoY
  • Handled 200% spike in fraud attempts without service disruption
  • Enhanced risk scoring accuracy via ML and Identity Behavior Analysis
Read case study →

HSBC

Banking

As a global banking titan handling trillions in annual transactions, HSBC grappled with escalating fraud and money laundering risks. Traditional systems struggled to process over 1 billion transactions monthly, generating excessive false positives that burdened compliance teams, slowed operations, and increased costs. Ensuring real-time detection while minimizing disruptions to legitimate customers was critical, alongside strict regulatory compliance in diverse markets. Customer service faced high volumes of inquiries requiring 24/7 multilingual support, straining resources. Simultaneously, HSBC sought to pioneer generative AI research for innovation in personalization and automation, but challenges included ethical deployment, human oversight for advancing AI, data privacy, and integration across legacy systems without compromising security. Scaling these solutions globally demanded robust governance to maintain trust and adhere to evolving regulations.

Lösung

HSBC tackled fraud with machine learning models powered by Google Cloud's Transaction Monitoring 360, enabling AI to detect anomalies and financial crime patterns in real-time across vast datasets. This shifted from rigid rules to dynamic, adaptive learning. For customer service, NLP-driven chatbots were rolled out to handle routine queries, provide instant responses, and escalate complex issues, enhancing accessibility worldwide. In parallel, HSBC advanced generative AI through internal research, sandboxes, and a landmark multi-year partnership with Mistral AI (announced December 2024), integrating tools for document analysis, translation, fraud enhancement, automation, and client-facing innovations—all under ethical frameworks with human oversight.

Ergebnisse

  • Screens over 1 billion transactions monthly for financial crime
  • Significant reduction in false positives and manual reviews (up to 60-90% in models)
  • Hundreds of AI use cases deployed across global operations
  • Multi-year Mistral AI partnership (Dec 2024) to accelerate genAI productivity
  • Enhanced real-time fraud alerts, reducing compliance workload
Read case study →

Nubank

Fintech

Nubank, Latin America's largest digital bank serving 114 million customers across Brazil, Mexico, and Colombia, faced immense pressure to scale customer support amid explosive growth. Traditional systems struggled with high-volume Tier-1 inquiries, leading to longer wait times and inconsistent personalization, while fraud detection required real-time analysis of massive transaction data from over 100 million users. Balancing fee-free services, personalized experiences, and robust security was critical in a competitive fintech landscape plagued by sophisticated scams like spoofing and false central fraud. Internally, call centers and support teams needed tools to handle complex queries efficiently without compromising quality. Pre-AI, response times were bottlenecks, and manual fraud checks were resource-intensive, risking customer trust and regulatory compliance in dynamic LatAm markets.

Lösung

Nubank integrated OpenAI GPT-4 models into its ecosystem for a generative AI chat assistant, call center copilot, and advanced fraud detection combining NLP and computer vision. The chat assistant autonomously resolves Tier-1 issues, while the copilot aids human agents with real-time insights. For fraud, foundation model-based ML analyzes transaction patterns at scale. Implementation involved a phased approach: piloting GPT-4 for support in 2024, expanding to internal tools by early 2025, and enhancing fraud systems with multimodal AI. This AI-first strategy, rooted in machine learning, enabled seamless personalization and efficiency gains across operations.

Ergebnisse

  • 55% of Tier-1 support queries handled autonomously by AI
  • 70% reduction in chat response times
  • 5,000+ employees using internal AI tools by 2025
  • 114 million customers benefiting from personalized AI service
  • Real-time fraud detection for 100M+ transaction analyses
  • Significant boost in operational efficiency for call centers
Read case study →

Airbus

Aerospace

In aircraft design, computational fluid dynamics (CFD) simulations are essential for predicting airflow around wings, fuselages, and novel configurations critical to fuel efficiency and emissions reduction. However, traditional high-fidelity RANS solvers require hours to days per run on supercomputers, limiting engineers to just a few dozen iterations per design cycle and stifling innovation for next-gen hydrogen-powered aircraft like ZEROe. This computational bottleneck was particularly acute amid Airbus' push for decarbonized aviation by 2035, where complex geometries demand exhaustive exploration to optimize lift-drag ratios while minimizing weight. Collaborations with DLR and ONERA highlighted the need for faster tools, as manual tuning couldn't scale to test thousands of variants needed for laminar flow or blended-wing-body concepts.

Lösung

Machine learning surrogate models, including physics-informed neural networks (PINNs), were trained on vast CFD datasets to emulate full simulations in milliseconds. Airbus integrated these into a generative design pipeline, where AI predicts pressure fields, velocities, and forces, enforcing Navier-Stokes physics via hybrid loss functions for accuracy. Development involved curating millions of simulation snapshots from legacy runs, GPU-accelerated training, and iterative fine-tuning with experimental wind-tunnel data. This enabled rapid iteration: AI screens designs, high-fidelity CFD verifies top candidates, slashing overall compute by orders of magnitude while maintaining <5% error on key metrics.

Ergebnisse

  • Simulation time: 1 hour → 30 ms (120,000x speedup)
  • Design iterations: +10,000 per cycle in same timeframe
  • Prediction accuracy: 95%+ for lift/drag coefficients
  • 50% reduction in design phase timeline
  • 30-40% fewer high-fidelity CFD runs required
  • Fuel burn optimization: up to 5% improvement in predictions
Read case study →

Best Practices

Successful implementations follow proven patterns. Have a look at our tactical advice to get started.

Unify Channel Exports into a Single View for Claude

The first tactical step is to give Claude a coherent dataset. Export performance data from your core platforms (e.g. Google Ads, Meta Ads, LinkedIn, DV360, YouTube) for the same timeframe. Include key fields like campaign name, ad group/ad set, creative IDs, impressions, clicks, conversions, spend, revenue (if available), and UTMs.

Where possible, align column names before uploading (e.g. use "campaign_name", "spend", "clicks", "conversions" across files). Then upload multiple CSVs into a single Claude chat and use a prompt that spells out how they relate and what you want Claude to do.

Prompt example:
You are a senior performance marketing analyst.
I have uploaded CSV exports from several ad platforms for the same period:
- google_ads.csv
- meta_ads.csv
- linkedin_ads.csv

Tasks:
1. Identify common columns and propose a unified schema for cross-channel analysis.
2. Highlight inconsistencies (e.g. different attribution windows, missing fields).
3. Produce a plain-language summary of total spend, conversions and ROAS by channel.
4. Suggest how we should normalize or transform the data to make channels comparable.

This gives Claude enough structure to build a unified picture and surface where data cleaning or standardization is needed before deeper analysis.

Use Claude to Harmonize Naming Conventions and UTMs

Inconsistent naming is a major driver of cross-channel blindness. Claude is well-suited to detect patterns across messy strings and propose clean standards. Upload a sample of your campaign, ad set and creative names along with UTM parameters.

Ask Claude to cluster similar campaigns, infer naming logic, and propose a standardized convention. Then have it generate mapping tables you can feed back into your BI or spreadsheet workflows.

Prompt example:
You are helping us standardize naming conventions.
I have uploaded a CSV with columns: `platform`, `campaign_name`, `ad_set_name`, `utm_campaign`, `utm_content`.

1. Detect current naming patterns by platform.
2. Propose a unified naming convention for campaigns and UTMs that works across all platforms.
3. Generate a mapping table with columns:
   - original_campaign_name
   - suggested_campaign_name
   - original_utm_campaign
   - suggested_utm_campaign
4. Flag any entries where you cannot confidently infer the correct mapping.

Implement the mapping in your ad accounts and analytics setup, then re-export fresh data so future Claude analyses have a consistent structure to work with.

Run Cross-Channel ROAS and CAC Diagnostics with Targeted Prompts

Once data is unified, move from descriptive reporting to diagnostic analysis. Use Claude to identify which channel–audience–creative combinations drive the best economics across platforms. Provide both cost and revenue (or proxy value per conversion) where possible.

Structure your prompt so Claude systematically compares channels and flags anomalies, not just averages.

Prompt example:
You are a performance marketing strategist.
Using the uploaded merged dataset with columns
[`channel`, `campaign_name`, `audience`, `creative`, `spend`, `clicks`, `conversions`, `revenue`]:

1. Calculate ROAS and CAC by channel, audience and creative.
2. Identify the top 10 combinations by ROAS, and the bottom 10 by CAC.
3. Highlight any channels that look strong in-platform but weak in this unified view.
4. Explain in plain language what seems to be driving performance differences.
5. Suggest 3-5 specific budget reallocation ideas and the rationale for each.

Use these outputs as a starting point for your weekly performance review, validating suggestions before execution in your ad platforms or bid management tools.

Let Claude Design and Interpret Cross-Channel Experiments

To move from observational analysis to causality, set up structured experiments and use Claude to design and interpret them. For example, you might test shifting 10–20% of budget from a strong last-click channel into an upper-funnel channel that seems to drive assists.

Provide Claude with pre-experiment and post-experiment data, including control vs test groups where relevant. Ask it to calculate deltas and help you understand whether changes are statistically meaningful or likely noise.

Prompt example:
We ran a 4-week experiment shifting 15% of spend from Channel A to Channel B.
I have uploaded two CSVs: pre_experiment.csv and post_experiment.csv
with cross-channel metrics.

1. Compare key KPIs (spend, impressions, clicks, conversions, CAC, ROAS)
   before and after the experiment at the total and channel level.
2. Estimate whether observed changes are likely meaningful vs random variance.
3. Explain in plain language what we learned about the incremental value
   of Channel B.
4. Recommend whether to keep, roll back, or extend this budget allocation.

This makes experimentation more systematic and faster to interpret, reducing the analysis bottleneck that often stops teams from running enough tests.

Create Executive-Ready Cross-Channel Summaries Automatically

Leaders don’t want raw dashboards; they want a clear story of what happened, why, and what you’ll do next. Claude can transform complex multi-tab exports into concise executive summaries with charts, bullet points and storyline structure you can refine for your audience.

Upload your latest merged dataset plus screenshots or exports of key visualizations from your BI tool. Then prompt Claude to assemble a cross-channel performance narrative tailored to your CMO or CFO.

Prompt example:
You are preparing a 1-page summary for the CMO.
Using the uploaded merged performance data and charts:

1. Summarize overall cross-channel performance for the last 30 days
   (spend, conversions, blended CAC, blended ROAS).
2. Highlight 3 key positive developments and 3 issues or risks.
3. Explain which channel mix shifts had the biggest impact.
4. Propose 3 concrete next actions for the coming month, including
   budget reallocations and experiments.
5. Write this in clear, non-technical language with bullet points.

This saves hours of manual slide-building and ensures your leadership sees a unified view rather than channel-specific reports.

Operationalize Claude Workflows into Repeatable Playbooks

Once you’ve identified prompts and workflows that work, turn them into standard operating procedures. Document which exports to pull, how to format them, which prompts to use, and how results feed into your planning cycles. This makes your Claude usage predictable and trainable for new team members.

Where possible, automate parts of the pipeline using your existing tools (e.g. scheduled exports from ad platforms into a central folder) and then use Claude at the analysis layer. Over time, you can evolve from ad-hoc analyses to a reliable “Claude-powered cross-channel performance review” that happens every week or month without starting from scratch.

Expected outcomes from applying these best practices include faster reporting cycles (often reducing analysis time by 30–50%), clearer attribution of what truly drives conversions, and more confident budget shifts that improve blended ROAS and lower CAC over a few optimization cycles rather than overnight miracles.

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Frequently Asked Questions

Claude helps by acting as an AI analyst on top of your existing data. You can upload exports from search, social, display and video platforms, and Claude will identify common structures, surface inconsistencies and build a unified performance view. It can compare ROAS, CAC and conversion rates across channels, audiences and creatives, and then explain in plain language which combinations are actually driving results.

Instead of manually reconciling spreadsheets and dashboards, your team uses Claude to quickly answer questions like “Which channels are over-credited in platform reports?” or “Where can we reallocate 10–20% of spend for better blended ROAS?”. This directly addresses cross-channel performance blindness by connecting the dots between siloed reports.

You don’t need a full data science team to start. The essentials are: someone who can reliably export data from your ad platforms and analytics tools, basic spreadsheet literacy to understand columns and metrics, and at least one marketer comfortable formulating clear questions for Claude.

From there, Claude handles most of the heavy lifting: it can infer schema, propose unified KPIs, and generate analyses. Over time, you may want marketing ops or analytics to formalize data pipelines and standardize naming conventions so Claude can operate on cleaner inputs. Reruption often supports teams in this phase by defining the data model, crafting reusable prompts, and embedding the workflows into your regular reporting cadence.

Timeline depends on your starting point, but most teams see value in stages. In the first 1–2 weeks, Claude can already provide clearer summaries and highlight obvious waste or duplication across channels. That alone often yields quick wins like pausing underperforming segments or aligning bids.

Over 4–8 weeks, once you’ve standardized exports and run a couple of Claude-assisted experiments, you can typically start making more confident budget shifts. That’s where you may see improvements in blended ROAS and CAC – not from a single dramatic change, but from a series of better-informed reallocations and optimizations. The key is to treat this as an ongoing optimization loop, not a one-off project.

The main cost drivers are your team’s time to set up exports and workflows, plus the usage costs of Claude itself. In return, you reduce the hours spent on manual spreadsheet work and low-value reporting, and you gain the ability to shift budget away from underperforming channels and combinations much faster.

For most performance marketing teams, even a small relative improvement in blended ROAS or CAC – for example, 5–10% over a quarter – can justify the investment many times over. The ROI comes from catching waste earlier, scaling winners more confidently, and making data-informed trade-offs that would have been too time-consuming to analyze manually.

Reruption combines hands-on AI engineering with deep business ownership. We typically start with an AI PoC for 9,900€ focused on a concrete use case such as “unify our cross-channel ad data and generate actionable budget recommendations with Claude”. In that PoC, we define the data inputs, build an initial prototype analysis workflow, and validate that Claude produces useful, trustworthy insights on your real campaigns.

From there, our Co-Preneur approach means we don’t just hand over a slide deck. We embed with your marketing and ops teams, help standardize data structures, codify prompt playbooks, and integrate Claude into your recurring performance reviews. Because we operate as if it were our own P&L, the focus is always on measurable impact: cleaner insights, faster decisions and better ROAS, not just another tool in the stack.

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