Situation
This Canadian online brokerage offers its clients web and mobile based tools for growing their investments through self-directed portfolios or through managed portfolios. Their success has come on their ability to deliver low-fees and providing people with a better way to invest. With over 7 significant players in Canada alone, this customer faces significant competition for new investors.
Challenge
Given growing competition, changing realities for people around savings, and general financial apathy of existing clients. Olive’s Customer needed a way not only to re-engage existing clients in ways to increase account activity, but also find ways to identify and attract new clients.
Solution
Olive’s Asset Builder™ product integrates with the Customer’s online portal and mobile app to provide the Customer’s clients with simple, powerful tools that make contributing monthly easy, while rewarding investors with cashback on purchases they make everyday to help accelerate their investment goals and build loyalty with their brand. In addition, the Customer is taking advantage of the Olive Introductions product that helps them to find new leads.