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.