Boost AUM via WhatsApp and Email Campaigns and SEO of website
Budget: ₹1,500 – ₹12,500 INR
I distribute mutual funds and already run a website as well as a companion mobile app. My next milestone is to grow Assets Under Management in India’s tier-2 and tier-3 cities. The quickest lever I see is a tightly-targeted WhatsApp push, supported by the digital assets I’m already nurturing.
My primary KPI is simple: more relevant traffic flowing from those cities to the site and app, ultimately turning into fresh SIPs and lumpsum investments. I’m already running email sequences and doing basic on-page SEO, but WhatsApp messaging is still untapped territory for me. That is where I’d like your strategic and executional help.
Here’s the flow I have in mind:
• Use WhatsApp Business (or the API if scale demands) to send short, compliant messages—market updates, simple wealth tips, and quick links to my fund baskets.
• Geo-target prospects in smaller cities, integrate any opt-ins back into my existing email list, and tag them for remarketing.
• Track clicks and conversions in Google Analytics so I can see the lift in traffic and, more importantly, completed investment forms inside the app.
If you’ve previously driven acquisition for BFSI products—particularly via WhatsApp or other conversational channels—let’s talk. Show me how you plan to craft the message flow, handle RBI-mandated consent, and report week-on-week growth so I can attribute AUM expansion directly to your work.
My primary KPI is simple: more relevant traffic flowing from those cities to the site and app, ultimately turning into fresh SIPs and lumpsum investments. I’m already running email sequences and doing basic on-page SEO, but WhatsApp messaging is still untapped territory for me. That is where I’d like your strategic and executional help.
Here’s the flow I have in mind:
• Use WhatsApp Business (or the API if scale demands) to send short, compliant messages—market updates, simple wealth tips, and quick links to my fund baskets.
• Geo-target prospects in smaller cities, integrate any opt-ins back into my existing email list, and tag them for remarketing.
• Track clicks and conversions in Google Analytics so I can see the lift in traffic and, more importantly, completed investment forms inside the app.
If you’ve previously driven acquisition for BFSI products—particularly via WhatsApp or other conversational channels—let’s talk. Show me how you plan to craft the message flow, handle RBI-mandated consent, and report week-on-week growth so I can attribute AUM expansion directly to your work.