Create your onboarding page template for Asset managers
Master your online marketing with this builder for onboarding page template for Asset managers. Try more tools to create an immaculate landing page.
Easy to build without coding
With the intuitive drag-and-drop builder, anyone on your team can create high-converting pages without any knowledge of code or design. Make enhancements to your landing page with custom widgets using Javascript, HTML/CSS, or third-party scripts.
Multiple layouts for any industry and goal
Select from 500+ landing page layouts built to boost conversions across industry-specific scenarios. Customize them by adjusting fonts, adding images, and generating on-brand content with the AI assistant. Quickly scale with Instablocks® and Global Blocks that you can save, reuse, and update globally.
Loads fast and looks polished on any device
Every template is responsive, which means they present professionally on any device and load blazingly fast with our Thor Render Engine. You can also power them up with Google AMP technology to deliver an unparalleled mobile experience and drive higher conversions.
Robust analytics & experimentation
Get real-time updates and reporting across all your devices, showing the number of visitors, conversions, cost-per-visitor, and cost-per-lead. Launch AI-powered experiments, run A/B tests, and use heatmaps to analyze user behavior, then optimize your landing page to maximize conversions.
Easy to build without coding
With the intuitive drag-and-drop builder, anyone on your team can create high-converting pages without any knowledge of code or design. Make enhancements to your landing page with custom widgets using Javascript, HTML/CSS, or third-party scripts.
Multiple layouts for any industry and goal
Select from 500+ landing page layouts built to boost conversions across industry-specific scenarios. Customize them by adjusting fonts, adding images, and generating on-brand content with the AI assistant. Quickly scale with Instablocks® and Global Blocks that you can save, reuse, and update globally.
Loads fast and looks polished on any device
Every template is responsive, which means they present professionally on any device and load blazingly fast with our Thor Render Engine. You can also power them up with Google AMP technology to deliver an unparalleled mobile experience and drive higher conversions.
Robust analytics & experimentation
Get real-time updates and reporting across all your devices, showing the number of visitors, conversions, cost-per-visitor, and cost-per-lead. Launch AI-powered experiments, run A/B tests, and use heatmaps to analyze user behavior, then optimize your landing page to maximize conversions.
All the features you need to build lead-generating landing pages
Landing page builder
Easily create landing pages with the intuitive drag-and-drop page builder that features contextual element editing, over 500 page layouts, and 33 million images.
Visual on-page collaboration
Invite teammates and clients to collaborate on page design in real time to get your pages created, reviewed, and launched faster.
AI content generation
Instantly generate audience-focused content with AI-crafted headlines, paragraphs, and CTAs directly within the Instapage builder.
500+ customizable layouts
Choose from a range of professionally tailored page layouts, specifically designed to enhance conversion rates across numerous industry-specific scenarios.
Instablocks
Quickly build personalized landing pages using individual page blocks that you can customize, save, and reuse.
Thor Render Engine
Our back-end technology ensures that your landing pages load quickly to increase conversions, SEO rankings, and enhance the overall user experience.
AMP
Use Google AMP framework to build and A/B test mobile-responsive pages that load fast and drive more conversions.
Analytics
Seamlessly connect to Google Analytics to get real-time updates on cost-per-visitor and cost-per-lead metrics directly in the Instapage platform.
Learn how to build top-performing landing pages for any goal
FAQs
“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!”
"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."
"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"
Leading the way in building high-performing landing pages
An onboarding page template for asset managers
Utilizing an onboarding page template for asset managers is crucial for enhancing client relationships and streamlining communication. This specialized template addresses the unique needs of asset managers by providing essential information and resources to new clients. With Instapage's dynamic features, you can ensure a personalized experience that elevates client satisfaction.
Key features of the onboarding page template
An effective onboarding page should incorporate several critical features to ensure optimal client engagement and retention. Here are some pivotal elements to include:
- Interactive content: Engaging elements like videos or interactive infographics that create a more compelling viewing experience for your clients.
- Clear navigation: Ensure clients can easily find relevant information about your services, investment strategies, and communication protocols.
- Personalized welcome messages: Tailor the onboarding experience by customizing greetings and highlights relevant to each client's investment profile.
Step 1: Craft an engaging introduction
The first step in building your onboarding page is to create a welcoming introduction that captures the essence of your asset management services. This section should outline the purpose of the onboarding process and set clear expectations.
Step 2: Provide essential documentation
Follow up the introduction by directing clients to important documentation they need to finalize their onboarding.
- Account opening forms: Clearly present links to necessary forms or documents for clients to fill out.
- Policy agreements: Include downloadable policy agreements that clients can easily access.
- Investment strategy outlines: Provide a summary of available strategies so clients can align expectations with your service offerings.
Step 3: Offer continuous support
Closing the onboarding page with resources for continuous support ensures that clients feel valued and supported.
- Dedicated contact resources: List the primary points of contact for clients to reach for help or inquiries.
- FAQs and troubleshooting tips: Offer clients a section with common questions and their solutions to address initial concerns.
- Follow-up mechanisms: Explain how your firm will continue to communicate and provide updates for better investment management.
By incorporating these elements into your onboarding template, you can create a comprehensive tool that not only engages but also informs your clients effectively.
Explore how Instapage can help you customize your onboarding page template to become a powerful asset management tool today. Start transforming your client experience!
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