CASE STUDIES
Financial Information Software
One-stop investment service platform
Wealth Broker is an AI-driven all-in-one investment and wealth management platform, dedicated to providing global individual investors with cross-border assets and wealth management products including stocks, bonds, and funds. Its partner institutions span key financial sectors such as commercial banks, securities firms, family offices, wealth managers, and fund management companies.

Marketing Objectives

*Project Challenges

Specialized knowledge of Hong Kong and U.S. stock trading requires extended user education, leading to higher acquisition costs. Users have low dependence on financial apps, making loyalty hard to build.

*Solution

We select professionals in the field of finance and economics, and position ourselves in the young group, attracting the demand for Hong Kong and U.S. stock trading and overseas asset allocation.

Focusing on APP usage evaluation, stock market hotspot review and popularization of Hong Kong and U.S. stocks, we use attractive content to educate users and enhance brand influence.

*Project Results

We provided a list of more than 50 people for screening at the beginning of the cooperation, and the selection rate of the people was as high as 82%.

With easy-to-understand creative content to educate customers and resonant content to enhance user interaction and stickiness, the app downloads realized a stepwise growth.

Platforms

Selection Rate

82%/50people

Download

Stepwise

Areas

United States, Hong Kong