Email Engagement for Investors with Angel One

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Case Study

Summary

ValueFirst was able to get Angel One ten times the number of leads in a span of only three months with its Email Marketing Solution.


Challenge

The challenges were 1- to create a segmented list of target audience from an unsegmented list 2- to create relevant campaigns for people from different income groups, regions, languages and cultural backgrounds


Objective

The objectives were - 1- Generate leads 2- Create awareness about Investing in Indian Equity market


Strategy

The strategy was to: 1- Segment data and Initiate Engagement: Ran generic email campaigns including newsletters and IPO alerts to segment the list of users. 2- Personalization: Establish personalized communication with the segmented audience by sending out offers in the form of investment opportunities. 3- Customer Benefits: Affiliated with partners like Alt Balaji, Mivi, Cult to make onboarding more lucrative.


Data

The Indian stock market has shown tremendous growth in last few years with annual growth rate of 7.6% since 2016. But, there has been as bull run in the market since early 2021. The market surged from some 45000 point to whopping 62000 points within 7 months. This was an excellent opportunity for Angel One to tap & grow their consumers.


Solution

Our teams conceptualized several creative campaigns for Angel One, one of them was - "Invest & Chill" The features for which were - 1- Relevant investment opportunities in a personalized manner 2- Benefits of Investing in their career & goal setting We created numerous infographic based campaigns which helped customers understand the benefits better.


Results

Results: 1- We were able to help Angel One by 10 x lead generation within 3 months 2- Email Open Rates: 15.3%

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Angel One, Oct, 2022