Use microsite software for wealth management companies to start your website journey

Create beautiful websites effortlessly with our Instapage’s intuitive microsite creator for wealth management companies.

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
Bell Media cuts production schedules in half with Instapage post-click landing pages
Boost results through landing page optimization
Bell Media cuts production schedules in half with Instapage post-click landing pages
Personalize experiences for higher engagement and ROI Personalize experiences for higher engagement and ROI sidebar
Bell Media cuts production schedules in half with Instapage post-click landing pages
Maximize campaign efficiency with ad mapping Maximize campaign efficiency with ad mapping sidebar
Bell Media cuts production schedules in half with Instapage post-click landing pages
Power up landing pages with AI Power up landing pages with AI sidebar
Bell Media cuts production schedules in half with Instapage post-click landing pages
Improve alignment across your creative team sidebar
Bell Media cuts production schedules in half with Instapage post-click 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.

Harness the power of a Microsite builder for wealth management companies

Creating a robust and engaging online presence is imperative for wealth management companies seeking to connect with prospective clients. Instapage's Microsite builder allows you to design a unique landing experience that enhances brand trust and drives conversions without requiring technical skills.

Understanding the Microsite builder for wealth management companies

A Microsite is a focused, independent website that is often used to promote a specific service or campaign. For wealth management companies, this can mean creating tailored landing pages that resonate with specific client segments, such as retirees, young investors, or institutions. Instapage provides tools that make crafting these pages easier and more effective.

  1. Customizable templates: Choose from a variety of templates designed for different client segments that can be easily customized to reflect your brand.
  2. A/B testing: Optimize your landing pages with Instapage's built-in A/B testing features to understand which messages or designs convert best.
  3. Integrated analytics: Track performance and user engagement through detailed analytics dashboards that allow for data-driven decision making.

Step 1: Designing Your Microsite

Begin by selecting a template that aligns with your marketing goals. Ensure that the design is visually appealing, highlights your unique value proposition, and includes clear calls to action (CTAs). Incorporating personalization features, such as dynamic text replacement, can help you tailor messages specifically to different audience segments.

Step 2: Optimizing for Higher Conversions

Focus on enhancing user experience by implementing A/B testing for headlines, images, and CTAs. Monitor user behavior through heatmaps to gain insights into how clients interact with your landing pages.

  1. Test different headlines: Craft compelling headlines and test them to see which one resonates more with your target audience.
  2. Refine CTAs: Experiment with different wording and buttons to find the most effective way to prompt user action.
  3. Analyze user behavior: Use heatmaps to see where users click most often and adjust the layout based on these insights.

Step 3: Collaborating and Reviewing

Leverage Instapage's collaboration features to speed up the production and review process. Engage team members and stakeholders by sharing links to the landing pages, gathering instant feedback, and making real-time edits. This ensures that the final product aligns perfectly with your marketing strategy.

  1. Share drafts: Provide stakeholders access to drafts for input and suggestions ahead of the launch.
  2. Use feedback tools: Use comment features to gather and discuss feedback directly on the page.
  3. Make real-time edits: Implement changes on the go based on feedback to streamline the approval process.

By following these steps, wealth management companies can create tailored landing pages that not only attract but also convert potential clients.

Get started today with Instapage and revolutionize your marketing strategy with a Microsite builder that enhances customer engagement and builds lasting relationships.

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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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FAQs

See microsite builder for wealth management companies in action

See microsite builder for wealth management companies in action

Wealth management, often referred to as private wealth management (PWM), operates on a unique model in finance where professionals can transition between firms while retaining their clients. For instance, wealth managers from firms like Goldman Sachs can move to others like Wells Fargo, taking their clients along. The primary revenue model is based on managing high net worth investors' assets, where firms typically charge a 1% annual fee on the assets under management. For example, if a client invests $100 million, the firm earns $1 million each year in fees. This creates a competitive environment aimed at asset gathering, as firms strive to manage as much wealth as possible to maximize their annual income from client investments.

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