Make your personalized onboarding page for asset management firms

Deliver personalized experiences with onboarding page that build brand trust for asset management firms and foster customer loyalty.

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Build landing pages Build landing pages 500+ customizable layouts

Get your campaigns up and running faster with conversion-focused landing page layouts designed for every industry and business type. Easily scale landing page generation with Instablocks® and Global Blocks that you can save, reuse, and update globally.

Boost results Boost results Mobile responsiveness

All Instapage landing pages are optimized for responsiveness. They adapt to any screen size, ensuring a consistent user experience across all devices. Its built-in AMP support gives future customers a superior mobile browsing experience.

Build landing pages Build landing pages A/B split testing

Make data-driven decisions to optimize conversions with A/B testing capabilities applicable to both standard landing pages and AMP pages. Experiment with different landing page variations, separate elements, layouts, and content that you can instantly generate with AI.

Maximize campaign Maximize campaign Seamless ad mapping

Boost conversions and lower your CPA by personalizing your landing pages. With AdMap®, you can effortlessly visualize your ad campaigns, link them to relevant landing pages, or create new personalized pages. Then, synchronize updates of ads and landing pages without any back-and-forth.

Power up landing Power up landing Detailed reporting

Instapage provides detailed real-time reports over any period of time and across all your devices. To help you better understand your audience and optimize your marketing strategy, check conversion analytics that you can view directly from Instapage.

Improve alignment across Improve alignment across Integrations with 120+ marketing tools

Instapage seamlessly connects with popular marketing tools and platforms, including CRMs, e-commerce, analytics tools, marketing automation platforms, email marketing software, and more. Everything you need to drive conversions and grow your business is at your fingertips.

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Statwax leverages Instapage to boost enrollments for universities by 80%
Boost results through landing page optimization
Statwax leverages Instapage to boost enrollments for universities by 80%
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Statwax leverages Instapage to boost enrollments for universities by 80%
Maximize campaign efficiency with ad mapping Maximize campaign efficiency with ad mapping sidebar
Statwax leverages Instapage to boost enrollments for universities by 80%
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Statwax leverages Instapage to boost enrollments for universities by 80%
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Statwax leverages Instapage to boost enrollments for universities by 80%
Build landing pages500+ customizable layouts
Get your campaigns up and running faster with conversion-focused landing page layouts designed for every industry and business type. Easily scale landing page generation with Instablocks® and Global Blocks that you can save, reuse, and update globally.
Boost resultsMobile responsiveness
All Instapage landing pages are optimized for responsiveness. They adapt to any screen size, ensuring a consistent user experience across all devices. Its built-in AMP support gives future customers a superior mobile browsing experience.
Build landing pagesA/B split testing
Make data-driven decisions to optimize conversions with A/B testing capabilities applicable to both standard landing pages and AMP pages. Experiment with different landing page variations, separate elements, layouts, and content that you can instantly generate with AI.
Maximize campaignSeamless ad mapping
Boost conversions and lower your CPA by personalizing your landing pages. With AdMap®, you can effortlessly visualize your ad campaigns, link them to relevant landing pages, or create new personalized pages. Then, synchronize updates of ads and landing pages without any back-and-forth.
Power up landingDetailed reporting
Instapage provides detailed real-time reports over any period of time and across all your devices. To help you better understand your audience and optimize your marketing strategy, check conversion analytics that you can view directly from Instapage.
Improve alignment across500+ customizable layouts
Instapage seamlessly connects with popular marketing tools and platforms, including CRMs, e-commerce, analytics tools, marketing automation platforms, email marketing software, and more. Everything you need to drive conversions and grow your business is at your fingertips.

Client onboarding asset management: Your ultimate how-to guide

Creating an onboarding page for asset management firms is essential to nurture new clients and manage expectations. Instapage offers a seamless and intuitive page creation experience that helps marketers craft visually appealing, conversion-focused onboarding pages quickly and effortlessly. With a comprehensive library of templates and features tailored for various sectors like finance, education, and government, you can effectively convey your brand’s value.

Step 1: Choose the Right Template

Begin by selecting a landing page template that aligns with your firm's branding and operational goals. Instapage provides over 100 conversion-optimized templates suitable for asset management firms, ensuring you start with a solid foundation.

  1. Customization: Templates are fully customizable, allowing you to maintain consistent branding.
  2. Flexibility: Choose layouts that fit your unique onboarding process, whether focused on information or engagement.
  3. Conversion-Ready: All templates are designed with high conversion rates in mind, ensuring you capture leads effectively.

Step 2: Optimize for Performance

After selecting a template, the next step is to enhance its performance with Instapage’s built-in experimentation tools. Using A/B testing and detailed heatmaps, you can gauge how visitors interact with your onboarding page and make necessary adjustments.

  1. A/B Testing: Test different headlines, colors, or CTAs to find combinations that yield the highest engagement.
  2. Heatmaps: Analyze user behavior to see where they click the most, helping you adjust content placements.
  3. Analytics Dashboard: Use the dashboard to track performance metrics continuously, ensuring you make data-driven decisions.

Step 3: Dynamically Personalize Content

Creating a personalized experience is vital in onboarding clients in the asset management sector. With Instapage, you can implement dynamic text replacement and tailor content that appeals directly to distinct audience segments.

  1. Dynamic Text Replacement: Automatically adjust content on the page based on user data for enhanced relevance.
  2. AdMaps: Align specific ads to unique landing pages, optimizing your marketing efforts.
  3. Audience Tracking: Leverage data tools to track performance and adjust your strategies for different segments.

By following these steps, you can create an efficient onboarding page that not only welcomes clients but also fosters a seamless transition into your services, enhancing brand trust and customer loyalty.

Ready to elevate your onboarding experience? Leverage the power of Instapage to create engaging, customized landing pages that convert.

Start your free trial today and discover how easy it is to create high-converting onboarding pages tailored for asset management firms.

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Frequently asked questions about asset management client onboarding

See asset onboarding feature in action

In this tutorial, Walker from ServiceNow's product success team demonstrates the asset onboarding Playbook introduced in the Vancouver release of Enterprise Asset Management. Asset onboarding is a structured process for asset managers to record essential asset attributes during deployment. The Playbook can be triggered by the asset management team during the request and deployment process or manually from inventory. Tasks within the Playbook remain open until all activities are completed, ensuring crucial attributes aren’t overlooked. Key use cases include adding new assets, using a wizard-like interface to input vital information like warranty expiration dates and maintenance contracts, and updating asset risk assessments.

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