Lead acquisition
ORGANIC & PAID TRAFFIC
A decent amount of organic web requests were received during Q3 2024 with interested prospects. However, the following factors proved to be barriers to open additional accounts:
- Under asset treshold
- Unclear source of funds (e.g. crypto)
- Domiciliation in higher risk countries
- Lack of response after CA contacted them
The highlight is the opening of a vested benefit mandate acquired through the paid digital campaign ran in Q4 2023.
Contact requests
26
QoQ -13%
Client mandates
1
Two vested benefit accounts opened in August
NNA
CHF 3'700'000
To be funded in November
via paid campaign
Received: December 2023
"...Hello,
Do you offer flexible vested benefit solutions?
Best regards..."
