Driving more investment account conversions at the lowest CPA

Driving conversion with better identity

An investment management firm used industry-leading identity to fuel optimization and drive conversions

70

higher application start rate than other programmatic partners

50

lower CPA than other programmatic partners

133

over acquisition goal

Investing in conversion

One of the largest investment management firms wanted to drive new customer acquisition in their digital services sector.Even after partnering with well-known programmatic providers, they were unable to show performance or even optimize on CPA.

Ideal audiences

Epsilon’s audience models minimized waste and overlap by targeting the right product to the right person based on person-level engagements and online/offline activity.

Our industry-leading identity fueled individual optimizations through omnichannel marketing (including CTV), to reach the most valuable users where and when they preferred to browse.

“Epsilon’s technology optimizations and rich audience knowledge surpassed our expectations—blowing the competition out of the water.” - Head of Marketing Channel Strategy

Solutions

How can you break through?

We get it. Each industry and each company encounters their own unique set of challenges. But what if we repositioned those challenges as opportunities? See just how far we can go.

Epsilon Digital

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