Make your tailored onboarding page for Asset managers

Empower Asset 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 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
Xola uses Instapage to optimize landing pages and double its sales lead database
Boost results through landing page optimization
Xola uses Instapage to optimize landing pages and double its sales lead database
Personalize experiences for higher engagement and ROI Personalize experiences for higher engagement and ROI sidebar
Xola uses Instapage to optimize landing pages and double its sales lead database
Maximize campaign efficiency with ad mapping Maximize campaign efficiency with ad mapping sidebar
Xola uses Instapage to optimize landing pages and double its sales lead database
Power up landing pages with AI Power up landing pages with AI sidebar
Xola uses Instapage to optimize landing pages and double its sales lead database
Improve alignment across your creative team sidebar
Xola uses Instapage to optimize landing pages and double its sales lead database
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.

Asset onboarding programmes: Your ultimate how-to guide

Crafting an efficient onboarding page for asset managers is crucial in enhancing client engagement and ensuring a seamless initial interaction with your services. Instapage offers marketers the ability to build tailored landing pages that are not just visually appealing but also optimized for conversion. Utilizing its library of over 100 customizable templates and Instablocks, you can quickly create a unique page that resonates with the specific needs of your target audience in sectors such as financial services and tech.

Step 1: Define your target audience and goals

Understanding your audience is key to creating a compelling onboarding page. By focusing on the specific demographics and characteristics of your asset management clientele, you can tailor messaging and layout effectively. Consider conducting preliminary research or employing analytics to gather insights on user behavior and preferences.

  1. Identify key audience segments: Determine which segments of asset managers are most likely to benefit from your services. Consider their firm size, investment focus, and goals.
  2. Set clear objectives: Define what you want to achieve with your onboarding page, be it increased sign-ups, enhanced brand awareness, or improved user retention.
  3. Map the customer journey: Create a visual representation of the steps your asset managers will take after visiting the onboarding page to ensure a cohesive experience.

Step 2: Design your onboarding landing page

Once you understand your audience, focus on designing a landing page that captivates and informs. Instapage’s intuitive design features allow you to create visually stunning pages without needing coding skills.

  1. Use dynamic text replacement: Personalize your landing page content based on the keywords that brought visitors to the site, fostering relevance and engagement.
  2. Leverage AdMaps: Align your ads specifically to your landing page content so that all messaging is consistent and targeted.
  3. Incorporate strong calls-to-action: Ensure that your CTAs are clear and compelling, guiding users toward completing desired actions.

Step 3: Optimize and test your onboarding page

Optimization is an ongoing process. Use Instapage’s built-in experimentation features to gather data and refine your page continuously.

  1. Implement A/B testing: Regularly test different versions of your onboarding page to see what resonates best with your audience and leads to higher conversions.
  2. Utilize heatmaps: Analyze user interactions with heatmaps to identify areas needing improvement, ensuring an intuitive user experience.
  3. Monitor analytics: Continuously assess performance metrics through the analytics dashboard to adjust your strategy based on real-time data.

By following these steps, you can create an onboarding page that effectively draws in asset managers, encourages interaction, and enhances conversion rates.

Ready to create your onboarding page for asset managers? Get started with Instapage today and transform your marketing strategy into a conversion powerhouse.

Let Instapage empower your asset management firm by delivering tailored landing experiences that foster trust and loyalty among your clients.

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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!”
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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."
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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 create your onboarding page for asset managers in action

See how to create your onboarding page for asset managers in action

Walker from the ServiceNow product success team presents a demo of the asset onboarding Playbook introduced in the Vancouver release of Enterprise Asset Management. The asset onboarding process ensures that vital asset attributes are recorded during deployment. This Playbook can be initiated by the asset management team during requests, deployments, or manually from inventory. Tasks in the Playbook must be completed to close it, ensuring no crucial details are overlooked. Key use cases include the addition of new assets, where a wizard-like interface guides managers in entering essential information such as warranty expiration dates, integrating assets into maintenance contracts, service contracts, and maintenance plans, and updating the Asset Risk profile.

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