Wall Street rigour,
a retail audience.

Independent stock coverage written by CFA® charterholders and CPA-certified professionals, in a category where every competitor shouts. We built a compliance-safe acquisition engine, rebuilt the signup path around proof of credentials, and turned the research itself into the marketing.

+186%

Trial signups

−34%

Cost per trial

3.1×

Organic sessions

Months to get there

Instagram campaign production

01 — The situation

At a glance

Sector: Investment research platform
Market: Self-directed investors, global
Engagement: Retainer, ongoing
Services: Paid media, CRO, content, creative

The product was the strongest thing in the category: structured buy, hold and sell opinions from CFA® and CPA professionals, with no conflicts and no advice attached. The marketing could not say any of that out loud without tripping a platform policy.

What it cost them

Ad accounts were being flagged and paused for financial-services policy. The signup page led with product features rather than credentials, so first-time visitors had no reason to believe the coverage was any different from the free noise they already ignored.

Why it happened

Finance is one of the most restricted advertising categories there is, and the language that sells research — returns, picks, recommendations — is exactly the language platforms reject. Nobody had rewritten the funnel around what could actually be said.

02 — What we did

Three moves, in order.

01

Made the advertising compliant, then scalable

Financial services is a restricted category, and the accounts kept getting flagged. We completed platform verification, rewrote every angle around method and credentials rather than returns, and got approvals to stick.
- Financial-services verification on Meta and Google
- Claim language rewritten to method, not returns
- Creative library pre-cleared against policy
02

Rebuilt the signup path around proof

First-time visitors had no reason to trust another stock site. We put the CFA® and CPA credentials, the methodology and a full sample report ahead of the signup, so the proof arrived before the ask.
- Credentials and methodology above the fold
- Full sample report readable without an account
- Signup reduced to email and one preference
03

Ran the Instagram campaign that moved the numbers

A single always-on campaign on Instagram, built from short analyst-led Reels and creator reactions rather than static charts. Winners were scaled, everything flat was retired weekly — cost per trial fell month on month and subscriptions climbed with it.
- Analyst-led Reels as the primary format
- Weekly creative refresh against fatigue
- Cost per trial down 34%, subscriptions up 186%

Before · signup page

After · signup page

03 — The result

+186%

more trial signups in six months, with cost per trial down 34% and organic sessions up 3.1× — on advertising that stayed inside financial-services policy the entire time.

What they said

Awaiting client quote

A short word from the Quantheric team on what changed will appear here.

Timeline