Brokerage Firm Acquires High Net-Worth Customers with Inuvo - Inuvo.com

Brokerage Firm Acquires High Net-Worth Customers with Inuvo

           

The Challenge

Increase new brokerage accounts by targeting high net-worth individuals with investable assets of $250k-$500k. Campaign goal was to find, reach and convert at a low CPA.

Inuvo Technology Solution

Inuvo’s IntentKey AI technology was used to reach affluent prospects who were interested in opening a wealth management account and convert them at scale, while hitting the campaign KPI’s which were lowest CPA attainable.

The Results

Inuvo’s targeting, utilizing the IntentKey, has led the investment services firm to run various campaigns featuring over a dozen products and continues to be a high yielding partnership.

            

Want to learn more? Download the case study here.

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