📊 Case Study 1 — Online Investment Platform (Stocks, ETFs, Automated Portfolios)
 

Overview:
A digital investment platform offering automated portfolios, fractional shares, and long-term wealth tools struggled to generate qualified signups. Their traffic was strong, but conversions were low because users didn’t fully understand the value of automated investing. The agency partnered with them to build a high-converting funnel that increased account creation, improved funded accounts, and lowered acquisition costs across all channels.
 

Challenges Identified:

• High traffic but extremely low funded account conversion rates.
   

• Difficult to explain automated investing and long-term ROI to beginners.
   

• Ads were too technical and didn’t appeal to everyday investors.
   

• No email or SMS follow-up system to convert account signups into deposits.
   

Agency Strategy & Execution:

Paid Campaigns:

• Instagram educational + UGC-style ads explaining how automated portfolios work.
   

• Twitter/X ads targeting retail investors, finance enthusiasts, and first-time traders.
   

• Google Search for high-intent investment keywords.
   

Landing Pages:
Benefit-driven pages with calculators, risk-level examples, and “Open Account” CTAs.
 

Content Strategy:
Investment explainers, short-form videos, ROI breakdowns, and simplified wealth-building content.
 

Email/SMS Automation:

Account activation flows, deposit reminders, “set your first goal” onboarding, and long-term value sequences.
 

Analytics:
Funded accounts, cost per funded user, AUM growth, and long-term retention.
 

Results:

• 3,300 new funded investment accounts in 90 days.
   

• 45% reduction in cost per funded account.
   

• AUM grew by $19.4M from new users alone.
   

• User retention increased by 28% due to improved onboarding.
   

Key Takeaway:
With clearer messaging, cross-platform ads, and structured onboarding, the investment platform turned curious website visitors into long-term, high-value investors.