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Why We Built Our MarTech Guides (And Why You Need Them)

Organizations need control over the data they’re collecting, how they’re collecting it, how they’re using it, and how they’re sharing it. In today’s age, especially with AI, value lies in your data and your ability to leverage it while respecting privacy. But the risk is there too.

The Privacy Compliance Perfect Storm

We’re navigating an increasingly complex environment. Federal regulations from HHS and OCR. FTC enforcement actions. State privacy laws—some that acknowledge HIPAA, some that don’t, and some that are even more restrictive than federal regulations. International regulations like GDPR that keep getting more stringent. And as if that weren’t enough, antitrust rulings and platform changes at Google and Meta are restricting data for advertisers and agencies. It’s a lot.

The Real Reason Your MarTech Stack Matters

Here’s the secret many marketers are missing: when building the right MarTech stack, compliance is just as important as unlocking performance. When you go fully compliant, you’re not losing performance, you’re gaining it. And that’s not just theory. That’s what we’ve experienced firsthand.

When you collect the right data and use it the right way, it forces a discipline that makes you concentrate on what’s really important – actually delivering business value.

This era of data scarcity has forced us to be creative and more considered with our marketing. We’re bringing first-party data, CRM data from Salesforce, and ad platform data together in our own compliant marketing data warehouse. We’re normalizing it, layering on analytics and visualization, and understanding what’s working.

As a result, the performance we’re driving now is exceptional. It’s significantly better than what we drove when we were operating using third-party tracking and targeting. Case in point: we recently achieved 178% increase in revenue for one client and 50% increase in leads accompanied by a 20% decrease in CPL for another.

That’s why getting your MarTech stack right matters: to stay compliant and drive better outcomes. Real business value. More revenue. More patients. Taking control of the data you’re collecting, where you store it, and who you share it with—that’s what creates phenomenal outcomes.

Introducing Our HIPAA-Compliant MarTech Guides

After encountering the same MarTech challenges again and again with our clients, we’ve created something comprehensive and hopefully, truly helpful. We’ve gone through and categorized the 12 different types of MarTech required for an organization to safely collect data from their website and then activate it for advertising purposes. For each category, we looked for vendors with demonstrated capability around privacy and compliance—those that would sign a BAA or could be configured so you didn’t need one.

What You’ll Find in the Guides

Our goal is to help marketers understand the utility of each category and which vendors deliver while maintaining compliance.

In our Ultimate Guides, we score each vendor on compliance (Do they sign a BAA? Do they have healthcare clients?) and qualitative aspects like usability and service level. We’re also interviewing our own experts, industry experts, and vendors themselves to provide depth and detail.

Available Ultimate Guides:

Consent Management Platforms (CMPs)

HIPAA-Compliant Cloud Infrastructure

Tag Management and Server-Side Tracking Solutions

Privacy-Compliant Analytics Platforms

Downstream Reporting and Visualization Layers

Compliance Monitoring and Auditing Tools

Coming Soon:

Customer Data Platforms (CDPs)

Marketing Automation and CRM Solutions

Clean Rooms and Data Collaboration Platforms

Privacy-Safe Advertising and Activation

Privacy-Compliant Commercial Data Providers

Privacy-Focused Healthcare Marketing Services

What’s Next

The goal is to release the remaining Ultimate Guide categories all by the end of this year. This will be an organic process: we’ll update these guides as we learn more, conduct more interviews, and as platforms evolve.

If you want to be notified as the Ultimate Guides come out, sign up for our email list.

We hope these guides help you build a MarTech stack that’s not just compliant, but drives exceptional performance.

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