Make your tailored onboarding page for Investment managers

Empower Investment managers with Instapage to deliver impactful onboarding page experiences and boost conversions.

Note: Some features described here might be planned in our roadmap but not yet released. You can open a live chat from within your account and our Support team can offer more details or help you with workarounds.
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Build landing pages Build landing pages Build landing pages that get results

Drive ad campaign performance using targeted landing pages. With over 500+ layouts, AI-content generation, built-in collaboration, Instablocks®, and quick page load technology, you can easily create landing pages that deliver an unparalleled user experience that gets more people buying.

Boost results Boost results Boost results through landing page optimization

Optimize your landing pages using Instapage’s variety of testing tools. Track and analyze user behavior with heatmaps, run A/B testing to single-out the best performing version, or launch AI-assisted experiments that automatically analyze ad traffic and route it to best-performing.

Build landing pages Build landing pages Personalize experiences for higher engagement and ROI

Craft unique and high-performing landing pages that align with your ad messaging and resonate with your target audience. By crafting a landing page experience that resonates with your audience, you'll engage more visitors, maximize conversions, and reduce acquisition costs.

Maximize campaign Maximize campaign Maximize campaign efficiency with ad mapping

Efficiently manage campaigns by visualizing your ads and mapping them to corresponding landing pages in one place. Define what campaigns need a personalized experience and connect them with relevant ads to increase conversion rates and decrease CPA.

Power up landing Power up landing Power up landing pages with AI

Instantly create high-performing content for each audience segment and separate ad campaigns with the AI assistant. From catchy headlines to converting CTAs for A/B tests – access and use AI directly on your Instapage. No more writer’s block or workflow interruptions.

Improve alignment across Improve alignment across Improve alignment across your creative team

Get your campaigns off the ground faster with efficient teamwork that happens in real time. Empower your team members to provide immediate feedback, make edits to page versions, and securely share information with outside stakeholders all from a single secure space.

Build landing pages that get results
Vita raises lead generation efforts and experiences with a 250% MQL growth using Instapage
Boost results through landing page optimization
Vita raises lead generation efforts and experiences with a 250% MQL growth using Instapage
Personalize experiences for higher engagement and ROI Personalize experiences for higher engagement and ROI sidebar
Vita raises lead generation efforts and experiences with a 250% MQL growth using Instapage
Maximize campaign efficiency with ad mapping Maximize campaign efficiency with ad mapping sidebar
Vita raises lead generation efforts and experiences with a 250% MQL growth using Instapage
Power up landing pages with AI Power up landing pages with AI sidebar
Vita raises lead generation efforts and experiences with a 250% MQL growth using Instapage
Improve alignment across your creative team sidebar
Vita raises lead generation efforts and experiences with a 250% MQL growth using Instapage
Build landing pagesBuild landing pages that get results
Drive ad campaign performance using targeted landing pages. With over 500+ layouts, AI-content generation, built-in collaboration, Instablocks®, and quick page load technology, you can easily create landing pages that deliver an unparalleled user experience that gets more people buying.
Boost resultsBoost results through landing page optimization
Optimize your landing pages using Instapage’s variety of testing tools. Track and analyze user behavior with heatmaps, run A/B testing to single-out the best performing version, or launch AI-assisted experiments that automatically analyze ad traffic and route it to best-performing.
Build landing pagesPersonalize experiences for higher engagement and ROI
Craft unique and high-performing landing pages that align with your ad messaging and resonate with your target audience. By crafting a landing page experience that resonates with your audience, you'll engage more visitors, maximize conversions, and reduce acquisition costs.
Maximize campaignMaximize campaign efficiency with ad mapping
Efficiently manage campaigns by visualizing your ads and mapping them to corresponding landing pages in one place. Define what campaigns need a personalized experience and connect them with relevant ads to increase conversion rates and decrease CPA.
Power up landingPower up landing pages with AI
Instantly create high-performing content for each audience segment and separate ad campaigns with the AI assistant. From catchy headlines to converting CTAs for A/B tests – access and use AI directly on your Instapage. No more writer’s block or workflow interruptions.
Improve alignment acrossBuild landing pages that get results
Get your campaigns off the ground faster with efficient teamwork that happens in real time. Empower your team members to provide immediate feedback, make edits to page versions, and securely share information with outside stakeholders all from a single secure space.

Build Your Onboarding Page for Investment Managers

Creating an effective onboarding page for investment managers is crucial in ensuring a smooth user experience and higher conversion rates. Instapage offers powerful landing page templates that allow marketers to create compelling content that resonates with their target audience. By utilizing Instapage’s intuitive interface, you can reduce costs, streamline your development process, and deliver personalized landing pages that enhance brand trust.

Why Use Instapage for Your Onboarding Page

Instapage sets itself apart with its robust features aimed at optimizing your onboarding process. Marketers can take advantage of a library filled with 100+ customizable templates, designed explicitly for high conversion. No coding skills are necessary, making it easy for teams to deploy effective designs quickly. Additionally, built-in optimization tools enhance page performance and ensure alignment with business goals.

  1. Variety of layouts
  2. Choose from various design layouts tailored to investment services, focusing on user engagement and aesthetic appeal.
  3. A/B Testing Capabilities
  4. Experiment with different page elements to identify which designs yield the highest conversion rates among your audience.
  5. Heatmaps
  6. Monitor user behavior on your onboarding page to refine content and layout, ensuring users find the investment services they need.

Step 1: Design Your Landing Page

Begin by selecting a template that aligns with your brand and objectives. Instapage provides a range of options tailored to different sectors, including financial services and tech. Consider incorporating your brand colors and logos to reinforce identity.

Step 2: Optimize Content for Target Audiences

Your content should cater specifically to the investment managers at the core of your operations. Use dynamic text replacement to deliver personalized messaging tailored to individual recipients.

  1. Dynamic Text Replacement
  2. Automatically customize headlines and other key elements based on user data, enhancing relevance and engagement.
  3. AdMaps
  4. Align your advertising campaigns with specific landing pages, ensuring a seamless transition from ad click to conversions.
  5. Audience-Level Metrics
  6. Track engagement and performance specific to various segments of your audience, ensuring your messaging resonates.

Step 3: Collaborate and Launch

Leverage Instapage’s collaboration tools to gather feedback from your marketing team and external stakeholders. Edit in real-time and make adjustments based on collective insights.

  1. Real-Time Edits
  2. Allow team members to suggest changes and immediately see the impact on the page design without delays.
  3. Instant Feedback
  4. Gather immediate reactions from stakeholders to refine content and maximize effectiveness before launch.
  5. Secure Sharing
  6. Easily share pages with non-team members for additional insights while maintaining control over edits.

In conclusion, building a compelling onboarding page for investment managers is within reach with Instapage. By harnessing its powerful features, you can create pages that drive conversions and foster loyalty.

Ready to optimize your onboarding page? Start your Instapage journey today and explore how our tools can elevate your marketing efforts!

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“Instapage gives us the ability to tailor our landing page content and layout to tell a unique story for each geographical target. The platform also enables us to create different variations with content that performs well for each unique channel. Every marketing team needs this!”
User review
Tamar Friedland, Sr. Director of Global Paid Marketing
"Instapage has truly maximized our digital advertising performance by enabling us to offer matching, personalized experiences for every ad and audience. Now we can scale our landing page experiences as efficiently and effectively as we scale the ads themselves."
User review
Darren Lepke, Marketing Director
"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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Alex Kracov, Head of Marketing

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See how to build your onboarding page for investment managers in action

See how to build your onboarding page for investment managers in action

In this video, the presenter introduces a website called growth.design, which analyzes the onboarding processes of popular software. The presenter finds it valuable for gathering ideas and inspiration on effective marketing and product-led growth strategies. Previously, the website allowed free access without email verification, but now it requires users to provide their email addresses. A notable feature of their verification process is that it facilitates easy filtering of incoming emails in Gmail. Users can search for emails from growth.design that are newer than one hour, allowing them to quickly locate and focus on the verification email they need to click on. This method addresses a common challenge users face when required to validate email addresses for access to various resources.

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