Stock Broking Case Study

Ventura Securities had a large list of traders but wanted to methodically and cautiously add more contacts and improve revenue performance. It was key to better leverage existing traffic to grow the list and to implement meaningful marketing efforts for proper on-boarding to the Ventura Securities brand. They had an aggressive goal to double the number of traders from the previous quarter and to do so with the minimal use of promotions in order to maximize ROI.

Value Direct had engaged with Ventura Securities in a full-service capacity; managing the development, roll-out and optimization of their mobile marketing program. With huge client wins from other partners, it was a seamless effort for Value Direct to get new initiatives off the ground for Ventura Securities.

With tight strategy and management on reaching out the right customer to subscribe for the trading program combined with leading technology, Ventura Securities quickly saw their ad respondents turn into new subscribers and first-time customers.