E31: ET Money's 82% Form Fill Rate Magic In A World Of Choices The State Of Retention Marketing podcast

E31: ET Money's 82% Form Fill Rate Magic in a World of Choices

12M ago 1:08:30

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In a world where form-filling for investments feels daunting, ET Money boasts an exceptional 82% form-fill rate, showcasing their user-friendly approach. Tune into this episode to know how user personas are meticulously shaped into a refined art. Santosh Navlani sheds light on "Genius," a data-driven feature guiding users to optimal investments. ET Money isn't just an investment platform; it crafts precise financial journeys.

(00:52) - From Accidental Entrepreneurs to FinTech Innovators
(03:09) - Then vs. Now: The Evolution of Wealth Tech in 5 Years
(05:20) - ET Money: Empowering Through Financial Education
(08:43) - Smart Choices, Long-Term Gains: ET Money's Investment Landscape
(12:19) - ET Money's Umbrella: Sheltering Investments and Dreams
(16:14) - Psychographic Investing: Attracting Long-Term Investors
(18:18) - Decoding Investor Journeys: Unraveling Individualized Routes
(21:12) - 82% Form Fill Rate: A User Engagement Miracle
(24:41) - Empowering Investors: The Direct vs. Regular Dilemma
(28:42) - User Experience Redefined: How FinTech Innovations Alleviated Investment Frictions
(31:26) - Fine-Tuning Investments: How Investor Personas Shape Portfolio Protection
(34:04) - Elevating Financial Well-being: Genius as the Cornerstone of Empowered Investment Decisions
(40:18) - The Upsell Dynamics: Exploring the Journey from Trial to Genius Subscription
(47:29) - Understanding ET Money's Advisory vs. Operational Capabilities
(54:30) - Aspirations and Challenges in Tailoring Content for Individual Investor Needs
(56:49) - Breaking UX Norms and Discovering Surprising User Behaviors
(01:02:46) - Shaping a Strategy Rooted in Financial Literacy
(01:06:17) - Recognizing the Role of Timing in Customer Conversions

92 episode

(00:52) - From Accidental Entrepreneurs to FinTech Innovators
(03:09) - Then vs. Now: The Evolution of Wealth Tech in 5 Years
(05:20) - ET Money: Empowering Through Financial Education
(08:43) - Smart Choices, Long-Term Gains: ET Money's Investment Landscape
(12:19) - ET Money's Umbrella: Sheltering Investments and Dreams
(16:14) - Psychographic Investing: Attracting Long-Term Investors
(18:18) - Decoding Investor Journeys: Unraveling Individualized Routes
(21:12) - 82% Form Fill Rate: A User Engagement Miracle
(24:41) - Empowering Investors: The Direct vs. Regular Dilemma
(28:42) - User Experience Redefined: How FinTech Innovations Alleviated Investment Frictions
(31:26) - Fine-Tuning Investments: How Investor Personas Shape Portfolio Protection
(34:04) - Elevating Financial Well-being: Genius as the Cornerstone of Empowered Investment Decisions
(40:18) - The Upsell Dynamics: Exploring the Journey from Trial to Genius Subscription
(47:29) - Understanding ET Money's Advisory vs. Operational Capabilities
(54:30) - Aspirations and Challenges in Tailoring Content for Individual Investor Needs
(56:49) - Breaking UX Norms and Discovering Surprising User Behaviors
(01:02:46) - Shaping a Strategy Rooted in Financial Literacy
(01:06:17) - Recognizing the Role of Timing in Customer Conversions

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E31: ET Money's 82% Form Fill Rate Magic in a World of Choices