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How can we encourage our customers to sign up for our invest portfolios?
business marketing product investment management financial investing customer engagement
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42 months ago
Small pic investment portfolio diversity

Invest portfolios allow our customers to pursue goal-oriented investing, with low costs, expert support, and automatic rebalancing. When a customer signs up for an invest portfolio, we recommend professionally designed, personalized portfolios tailored to their financial needs, risk tolerance, goals, and investment horizons. The minimum investment is a low $2,500.

We want to focus on getting more of our banking customers to sign up for the invest portfolio program, and we are especially interested in finding ways to leverage other products, be it banking, auto, mortgage, or credit card, to make the program more appealing.

For a mockup of our two product offerings, see this example: