Be Unique
Angela Soudi

5 Secrets for a 100% Increase In Leads For Investment Companies

February 27, 2019

Head of Hospitality

Angela Soudi

Head of Hospitality
Social Media Management

Article Overview

10min read

When promoting an investment fund or investment option to clients, it’s very important to get a few certain fundamentals right, on both the advert and landing page – with/without will make all the difference between being a success or failure.

We’ve prepared a list of 5-7 core attributes that are essential to be added to an advert promoting the investment options that will trigger both interests from a customer and make them pick ‘you’ over another investment opportunity.


Step 1: Contact Form
It’s very important to have the right balance between the contact form being non-intrusive whilst effective in-terms of placement.

leads for investment companies

Too small and it won’t grab people’s attention, too large will give the impression of being desperate. Too long will put customers off from filling it out, and too short might attract lots of inquiries however a diverse range in terms of quality/seriousness of the lead.


Step 2: Key Benefits
Simplicity is key. People don’t have time to read thorough detail about exactly what you do, but they want clear concise bullet points of the benefits you’ll be able to provide i.e.


(All pertaining if you’re able to deliver to the above).


Step 3: Video
The way of advertising has changed completely, people are more likely to watch a video VS reading a long detailed text. A short concise video should explain all about your company, your key benefits, what makes you unique and how you can benefit them i.e. the customers’ needs. The video’s length is also crucial, too long you’ll lose interest; short and sweet maximum 2 minutes is the perfect length. Each year this time-limit is reducing and by 2020 we’re expecting no more than 60 seconds before you lose the attention of the viewer.


Step 4: Your Guarantee
One of the most important parts of your landing page & ad copy. Customers ask themselves different questions when they click your ad and land on your landing page:

Are they a reliable company i.e. can I trust them?
What makes them different from everyone else I.e. USP (unique selling point)?
Do they have an offer tailored for me? That will make me stay here?

We’re looking at addressing ‘question No. 3’ with your guarantee. If you’re an investment firm and can guarantee a fixed return on investment of 12% p.a. then mention it clearly on the page. However, if T&Cs apply, be sure to mention this as well. Customers understand that risk is involved with every investment, being clear and open with a detailed description in your terms & conditions shows you’re willing to disclose all information prior to them investing. It’s a great way to build trust prior to starting a relationship with the customer.


Step 5: Speed
One of the most overlooked steps in the sales funnel is the speed and responsiveness of the page. Customers are judging you before they even read about you – if your page loads longer than 3 seconds, has problems with the mobile view, crashes with different browser devices, have issues with switching between landscape and portrait mode on your phone/tablet etc. all of which are detrimental and could be the difference between 20-40% of the inquiries coming to your business.

leads for investment companies

Make sure to use Google Speed Test to cross check how quickly it loads for both mobile & desktop viewers.

To learn more about how we can potentially help you and your investment fund contact us today at: [email protected] and see how we can help grow your business.

Angela Soudi

Head of Hospitality

Angela Soudi is a visionary writer with 20+ years of experience in Sales and Marketing across Europe, Canada, and the Middle East. She is highly invested in actively contributing articles to pioneering hospitality platforms and websites.

Angela Soudi

Head of Hospitality
Social Media Management
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