Financial Information Software
ONE-STOP INVESTMENT SERVICE PLATFORMEAT
Wealth Broker is an AI-driven all-in-one investment and wealth management platform, dedicated to providing global individual investors with cross-border assets and wealth management products including stocks, bonds, and funds. Its partner institutions span key financial sectors such as commercial banks, securities firms, family offices, wealth managers, and fund management companies.
WEALTH BROKER
Marketing Objectives
Platforms
Platforms
Selection Rate
82%/50 people
Selection Rate
82%/50 people
Download
Stepwise Growth
Download
Stepwise Growth
Areas
United States
Hong Kong
Areas
United States
Hong Kong
Project Challenges
Knowledge of Hong Kong and U.S. stock trading is relatively specialized, and users need a longer period of education and guidance, resulting in higher user acquisition and cultivation costs. Users' dependence on financial applications is low, and user loyalty is difficult to cultivate.
Solution
◎We select professionals in the field of finance and economics, and position ourselves in the young group, attracting the demand for Hong Kong and U.S. stock trading and overseas asset allocation.
◎Focusing on APP usage evaluation, stock market hotspot review and popularization of Hong Kong and U.S. stocks, we use attractive content to educate users and enhance brand influence.
Project Results
◎We provided a list of more than 50 people for screening at the beginning of the cooperation, and the selection rate of the people was as high as 82%.
◎With easy-to-understand creative content to educate customers and resonant content to enhance user interaction and stickiness, the app downloads realized a stepwise growth.
