Make your onboarding page designed for Investment Management

Use Instapage to reduce costs and grow conversions while delivering relevant experiences in Investment Management.

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Build landing pages Build landing pages Build landing pages at scale without coding

With Instapage’s intuitive drag-and-drop page builder with diverse design features, over 5,000 fonts, and 33 million images, anyone can easily create professional-looking, top-performing landing pages without technical or design skills.

Boost results Boost results Increase conversions with fast-loading pages

Reduce bounce rates and increase engagement with lightning-fast landing pages. Our Thor Render Engine™, back-end technology delivers 3x faster-loading landing pages so you won't lose a single lead.

Build landing pages Build landing pages Boost productivity with AI content generation

Scale page creation and overcome writer’s block or generate copy variations for A/B tests with the AI Content Generator. Create high-quality and engaging content for each audience and ad group, including paragraphs, CTAs, or entire copies directly in the Instapage builder.

Maximize campaign Maximize campaign Make the most of analytic insights

Get data-backed insights about your campaigns and page performance so you can test and optimize for higher ROI. Track visitors, conversions, conversion rates, cost-per-visitor, and cost-per-lead in real time. View heatmaps to understand user behavior - all without leaving Instapage.

Power up landing Power up landing Optimize traffic with AI experiments

Improve page performance fast with an AI-powered experimentation tool. It tracks your ongoing experiments and directs traffic to top-performing page variations, no matter how many versions you have. Achieve faster optimization insights without sacrificing the quality of your results.

Improve alignment across Improve alignment across Secure your business data

Instapage safeguards business data and your customer's privacy with enterprise-grade security measures, including SSL certification, two-factor authentication, SSO, and more. Instapage also maintains compliance with GDPR, SOC 2, and CCPA regulations.

Build landing pages that get results
Instapage helps Output achieve a 261% conversion rate uplift with targered landing pages
Boost results through landing page optimization
Instapage helps Output achieve a 261% conversion rate uplift with targered landing pages
Personalize experiences for higher engagement and ROI Personalize experiences for higher engagement and ROI sidebar
Instapage helps Output achieve a 261% conversion rate uplift with targered landing pages
Maximize campaign efficiency with ad mapping Maximize campaign efficiency with ad mapping sidebar
Instapage helps Output achieve a 261% conversion rate uplift with targered landing pages
Power up landing pages with AI Power up landing pages with AI sidebar
Instapage helps Output achieve a 261% conversion rate uplift with targered landing pages
Improve alignment across your creative team sidebar
Instapage helps Output achieve a 261% conversion rate uplift with targered landing pages
Build landing pagesBuild landing pages at scale without coding
With Instapage’s intuitive drag-and-drop page builder with diverse design features, over 5,000 fonts, and 33 million images, anyone can easily create professional-looking, top-performing landing pages without technical or design skills.
Boost resultsIncrease conversions with fast-loading pages
Reduce bounce rates and increase engagement with lightning-fast landing pages. Our Thor Render Engine™, back-end technology delivers 3x faster-loading landing pages so you won't lose a single lead.
Build landing pagesBoost productivity with AI content generation
Scale page creation and overcome writer’s block or generate copy variations for A/B tests with the AI Content Generator. Create high-quality and engaging content for each audience and ad group, including paragraphs, CTAs, or entire copies directly in the Instapage builder.
Maximize campaignMake the most of analytic insights
Get data-backed insights about your campaigns and page performance so you can test and optimize for higher ROI. Track visitors, conversions, conversion rates, cost-per-visitor, and cost-per-lead in real time. View heatmaps to understand user behavior - all without leaving Instapage.
Power up landingOptimize traffic with AI experiments
Improve page performance fast with an AI-powered experimentation tool. It tracks your ongoing experiments and directs traffic to top-performing page variations, no matter how many versions you have. Achieve faster optimization insights without sacrificing the quality of your results.
Improve alignment acrossBuild landing pages at scale without coding
Instapage safeguards business data and your customer's privacy with enterprise-grade security measures, including SSL certification, two-factor authentication, SSO, and more. Instapage also maintains compliance with GDPR, SOC 2, and CCPA regulations.

Build your onboarding page for investment management: Enhance your client engagement

Creating an effective onboarding page for investment management is critical for fostering strong client relationships. Instapage offers a flexible platform that allows you to build compelling landing pages that can enhance brand trust and raise conversion rates. With over 100 customizable layouts and smart features at your fingertips, there's no need for complex coding.

Understanding the importance of a dedicated onboarding page

An onboarding page serves as the first touchpoint for many clients, making it essential to create a positive and informative experience. When executed correctly, it can streamline communication, clarify processes, and outline the services you provide, ensuring client satisfaction from the beginning. By leveraging Instapage’s tools, you can capture and convert leads effectively during the onboarding process.

  1. Enhance engagement: Well-designed landing pages grab attention and can lead to higher retention rates.
  2. Reduce confusion: A clear onboarding process can guide clients through necessary steps, reducing the chance of drop-offs.
  3. Boost brand loyalty: Personalized content creates a sense of connection between the client and your brand, fostering long-term relationships.

Step 1: Choose a suitable template

The first step in building your onboarding page is to select an appropriate template that aligns with your firm's branding and the services offered. Instapage provides numerous options tailored specifically for financial services, enabling you to maintain a professional appearance.

  1. Utilize templates focused on investment management, ensuring compliance with any regulations.
  2. Select layouts that allow for dynamic content updates as your services evolve.
  3. Ensure mobile optimization to cater to users accessing your site from various devices.

Step 2: Personalize your content

Next, it's crucial to personalize your content to cater specifically to your audience's needs. Showcasing relevant services will make clients feel acknowledged and valued. Instablocks enables you to seamlessly incorporate dynamic text and image features tailored for different sectors.

  1. Conduct audience research to determine specifics they want to see on the onboarding page.
  2. Implement dynamic text replacement to reflect the interests of individual clients.
  3. Segment services by demographics, ensuring each client receives information pertinent to their needs.

Step 3: Optimize for higher conversions

Finally, focus on optimization. Use Instapage's built-in A/B testing features to determine which designs and messages resonate most with your audience. Track engagement metrics diligently to ensure your onboarding page remains effective and increases conversion rates.

  1. Set up A/B tests for key elements like headlines and CTAs to identify what attracts clients best.
  2. Use heatmaps to analyze user interaction on your page, allowing you to make informed adjustments.
  3. Regularly update content based on performance data to keep your onboarding page relevant.

In conclusion, creating an effective onboarding page for investment management is an immense opportunity to engage and retain clients. By following these steps with Instapage, you not only simplify your process but also facilitate a positive client journey right from the start.

Ready to empower your investment management onboarding process? Start utilizing Instapage today to create a landing page that converts and retains clients effectively.

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"If we have to wait on a developer, our creative velocity plummets. But Instapage has made it possible for us to exponentially grow our advertising programs and convert more customers"
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See how to build your onboarding page for investment management in action

This video introduces a website called growth.design, which analyzes the onboarding processes of popular software, providing insights into effective marketing and product-led growth strategies. Initially, the site was free to access, but now requires an email for onboarding. The video highlights the ease of verification, noting that the site allows users to filter their Gmail inbox automatically to find the verification email sent by growth.design. This filter helps users focus on the relevant email received within the past hour, making the onboarding process more efficient. The speaker emphasizes that many services require email validation for access to resources, reflecting a common practice in online onboarding.

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