Case Studies Industry:

Brokerage Firm Acquires High Net-Worth Customers with Inuvo

Campaign Goal

Grow new accounts among affluent audiences.

The Challenge

To cost efficiently reach new, high net-worth individuals with investable assets of $250k-$5M.

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 the users at scale, while also hitting the campaign KPIs.

The Results

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

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