About Invesko

Invesko is a Singapore-based technology provider that connects Southeast Asia to third-party financial services and products. Its platform services are offered by various entities, each with distinct terms, investor protections, and associated risks.

They allow users to invest in stocks and ETFs with a minimum investment of $1, offering rewards in cash and stocks as users build their portfolios. With a thriving community of thousands of satisfied customers, live customer support, and zero commissions, Invesko enables users to succeed financially.

Key Features Used:

• App push
• In-app notifications
• Email
• SMS

Invesko’s Objectives

• Improve customer acquisition and retention rates.
• Streamline user onboarding and verification processes (KYC).
• Boost the investment platform’s conversion rates.
• Improve overall user experience to drive long-term retention.

Solving challenges with a marketing automation platform

The team at Invesko was looking for a marketing automation platform to:

• Automate and personalize user engagement to reduce user drop-offs. Optimize sign-up and KYC workflows to help with their user conversion.
• Nurture leads through targeted communication.
• Analyze user behavior and insights.

Invesko’s Challenges In Driving The Objective

• Manual user engagement processes lead to high drop-off rates.
• ⁠Inefficient sign-up and KYC workflows which hindered conversion.
• ⁠Lack of personalized communication made lead nurturing difficult.
• ⁠Insufficient insights into user behavior and preferences to allow for better personalization.

Collaboration with the WebEngage Startup Program

To solve for user retention and engagement early in their journey, Invesko partnered with the WebEngage Startup Program. Invesko’s goal was to make user onboarding easier, have better conversion rates, and improve retention in the long run.

Results?

The Way Forward

Product Level

• Invesko wants to further optimize email campaigns for higher open rates and engagement.
• The team also wants to implement new journey flows using campaigns like Daily Check-In to engage existing users and Win Back campaigns to re-engage users who’ve uninstalled the apps.

Company Level

• Invesko wants a seamless user experience across platforms that can help improve user engagement, such as regular logins, portfolio monitoring, and transactions.
• The team also wants to drive growth and development by expanding the user base and increasing the average user portfolio value.

We wish Invesko all the best with their journey and hope to be there through all their endavors.
To begin your journey with the WebEngage Startup Program, apply now.