Investing and tradingCracking the Fintech Funnel: Efficient Growth for Angel One
Angel One's funnel runs from first interest to a verified, active account. The work was making every step of it cheaper to move through.
- Objective
- Efficient growth across the funnel
- Approach
- Full-funnel performance optimisation
- Audience
- Investor intent, experience and interest
- Measured on
- Verified account activation
The brief
Growth that gets more efficient, not less.
Angel One wanted to improve growth efficiency across its fintech funnel: acquire prospective investors, and move them from interest into verified account activation.
Who we were reaching
Investors, mapped before messages.
We mapped investor intent, experience level, geography and product interest before choosing messages and channels, so a first-time investor and an active trader were never pitched the same way.
How the media ran
Explain it clearly, then optimise live.
Audience and creative pairings were built to explain the product clearly, then optimised live around verified funnel events rather than first clicks.
What we measured
Past the first response.
We reviewed attribution, account journey progression, traffic validation and meaningful engagement beyond the initial response.
The next step is separate journeys for new investors and active traders, scaled only where account quality supports the economics.
Every step of a funnel has a price. Efficiency is lowering all of them at once.
