How can we encourage our customers to sign up for our invest portfolios?
business marketing investment management financial investing customer engagement
$1,600
top 50%
96
submissions
DONE
8 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:


Deliverables

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
Leaderboard
Top 10% share $1,000 Next 15% share $400 Next 25% share $200
$100.00 Square pic 60 010 Villanova University
$100.00 Square pic 60 brock Brock University
$100.00 J New School University
$100.00 Square pic 60 img 9775 York University
$100.00 Square pic 60 gate photo Government college of engineering ,Trivandrum,Kerala,India
$100.00 Square pic 60 img 0827 University of Hyderabad
$100.00 Picture?width=160 Middlesex University
$100.00 Square pic 60 ji Indian Institute of Technology - Madras
$100.00 K University of Waterloo
$100.00 Square pic 60 matthew gaiser calgary bow headshot  1 Queen's University
$26.70 Square pic 60 img 6045 halfbody University of Oxford
$26.70 Square pic 60 img072 2 Harvard University
$26.70 Square pic 60 urxyiycmajk0smfjdqjwh sj xelqeil2 85fg4izfw University of California at San Diego
$26.70 Picture?width=160
$26.70 Picture?width=160 MSU
$26.70 Square pic 60 for researchgate3 Universitat Rovira i Virgili
$26.70 J Langara College
$26.70 Square pic 60 fun chat t Madras University
$26.70 A University of Edinburgh
$26.70 Square pic 60 img 0737 Marist College at Poughkeepsie
$26.70 Square pic 60 img 7778 University of Oregon
$26.70 Square pic 60 20170718 110500 Jacobs University Germany
$26.70 Square pic 60 ahahahaha Yorkville University
$26.70 Picture?width=160 Lakehead University
$26.70 Picture?width=160 Swarthmore College
$8.30 Picture?width=160
$8.30 M University of Saskatchewan
$8.30 G JKUAT
$8.30 Square pic 60 18278775 300478530383888 3363935450335225700 o  1 Liberty University
$8.30 E Purdue University
$8.30 Picture?width=160 University of California at Davis
$8.30 Square pic 60 17952476 1684641301551689 6648452926014530897 n JAMK University of Applied Science,Finland
$8.30 Square pic 60 12289483 861581940627585 8192099815443208585 n Harvard University
$8.30 Square pic 60 wikimania hk   august 9th   18   colours   1200px Stanford University
$8.30 Square pic 60 koala University of Waterloo
$8.30 Square pic 60 t53r33gt6k Indian Institute of Engineering Science and Technology, Shibpur
$8.30 P Baruch College
$8.30 Square pic 60 tempimageforsave University of Minnesota
$8.30 Square pic 60 natashalund227 1437372121 140 1 Copen Hagen Business School
$8.30 Square pic 60 november 2017 Anabaptist Mennonite Biblical Seminary
$8.30 Square pic 60 aaeaaqaaaaaaaanaaaaajdrlnte5mjqwltniotetndmxmy04n2mzltvjognlnwqzztfinq University of Moratuwa
$8.30 Picture?width=160 Penn Foster
$8.30 T
$8.30 Square pic 60 20986256 10212532789906916 2097171505 n St. Laurence High School Jakarta
$8.30 J N/A
$8.30 N
$8.30 D California State University, Los Angeles
$8.30 Picture?width=160 University of Central Florida
$8.30 J Villanova University