How can we encourage our customers to sign up for our invest portfolios?
business marketing product investment management financial investing customer engagement
top 50%
18 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:


Propose a marketing plan targeting current banking, auto, mortgage, or credit customers and seeking to convince them to invest in the invest portfolio program. Specifically:

  1. What other program can we pair the invest portfolios with, and why does the pairing make sense? What messaging can we use to push this pairing?
  2. What aspects of the invest portfolio program do you find most appealing and convincing?

AVOID: We are not interested in solutions that include discounts or promotions.

    Submissions will be graded on the following criteria:
  • Meets Deliverables
  • Creativity
  • Clarity
Top 10% share $1,000 Next 15% share $400 Next 25% share $200
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