iStox

Client Story

At A Glance

72%

Cost per lead for AIs (Accredited Investors) went down by 72%

38%

Newly onboarded investors
went up by 38%

Backstory

iStox is a regulated exchange platform, allowing Accredited Investors(AIs) to invest in vetted private companies from around the world. They make it easy to access alternative assets and private investment classes to diversify investors’ portfolios with unique opportunities.

iStox is also the first regulated platform in a major global financial center to offer issuance, settlement, custody, and secondary trading of digitized securities.

Backstory

iStox is a regulated exchange platform, allowing Accredited Investors(AIs) to invest in vetted private companies from around the world. They make it easy to access alternative assets and private investment classes to diversify investors’ portfolios with unique opportunities.

iStox is also the first regulated platform in a major global financial center to offer issuance, settlement, custody, and secondary trading of digitized securities.

Challenge

iStox created a brilliant product, but they needed help getting their platform in front of qualified Accredited Investors around the world. They sought Brew’s help to drive more AI signups and investments.

The Solutions

Landing Page Creation

iStox has a beautiful website, but they needed a landing page that was optimized for quality lead generation and spoke directly to potential investors with compelling information and insights to drive signups.

This page would serve as the hub for our digital inbound marketing efforts.

Engaging Facebook & Google Search Ads

We utilized Facebook ads to target and drive qualified investors to the landing page.

Thanks to Facebook’s targeting capabilities and our extensive ad data, we were able to target a few key demographics who were already highly likely to invest in their platform.

We also ran Google Search ads to capture the attention of those already searching for unique investment opportunities.

We focused our messaging on financial freedom and growing wealth – two messages that deeply resonated with iStox’s focus audiences.

Implemented and Onboarded with Salesforce CRM & Pardot

iStox had some interested users signing up for free accounts prior to working with us, but the majority were dropping off due to lack of follow-up and nurturing. They also struggled to keep up with client and partner information.

We set them up with Salesforce CRM to act as a hub for vital information and to streamline operations, as well as Pardot to nurture and follow-up with those who express interest in the platform.

Results

Thanks to our inbound marketing efforts, iStox saw their cost per lead for Accredited Investors drop by over 70% and their number of newly onboarded investors increase by 38%.

They’re connecting more investors to profitable opportunities than ever before.

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