Investing · IndiaInvestors guided from discovery to a verified account.
Smallcase makes portfolio investing simple. The campaign had to make that simplicity clear to people who hadn't tried it yet.
- Market
- India
- Product
- Digital investing and portfolio access
- Objective
- Discovery into verified activation
- Measured on
- Verified account events
The brief
From discovery to activation.
Smallcase, an Indian investment app, wanted prospective investors guided from product discovery into verified activation on the platform.
Who we were reaching
Segmented by what investors know.
Investing intent, knowledge, portfolio interest and geography decided the segments before educational creative was matched to them.
How the media ran
Education first.
Relevant audience and creative combinations were activated, then optimised around meaningful progression through the funnel.
What we measured
Value beyond the first response.
We tracked attribution, verified account events, traffic quality and the value created beyond the first campaign response.
The next step is education-led journeys for different investor needs, scaled only after conversion quality is validated.
Teach first. The investor who understands the product is the one who stays.
