Case study · Asset management
Asset management: closing every account-opening drop-off with LINE and a CDP
An investment firm uses LINE linking and a CDP to spot drop-offs, win back sign-ups and suggest new funds, deployed on premises for data compliance.
Solutions usedCustomer Data PlatformLINE Marketing Platform
A well-known securities investment trust company wanted two things at once: consistent, high-quality service for its large customer base, and personalized service for its high-value clients. By combining LINE marketing with a CDP, it learns each user’s preferences and can pick up the conversation at every touchpoint on its website.
Challenge
Three generations, three styles
- Generation X: Prefers traditional investments such as stocks, bonds and real estate, and values steady asset allocation.
- Millennials: Follow technology and ESG themes, and are used to investing through apps and online platforms.
- Generation Z: Interested in emerging assets such as crypto and NFTs, and easily influenced by social media and peers.
Send everyone the same message, and it moves no one.
Four pain points for investment firms
Online account-opening drop-offs
Younger users prefer to open accounts online, but the lengthy process is easy to abandon, so automatic reminders are needed to bring them back.
A steady stream of new products
With ETF investing booming and new products launching constantly, each product has to reach the people genuinely interested in it.
Preferences are hard to read
Before a launch, existing clients need to hear about it first, and new users need to be interested.
Strict data security
Financial firms are bound by the Personal Data Protection Act and Financial Supervisory Commission rules, so systems and partners must meet a high bar.
Solution
How the ESi CDP does it
-
Member identification
LINE identity linking, combined with CRM and website browsing analysis, shows where users drop off, so the firm can win back sign-ups and remarket products.
-
On-premises data protection
Beyond cloud SaaS, on-premises deployment with custom integration meets the financial industry's data security requirements.
-
Tag-based targeting
Members are tagged and segmented before LINE messages go out, lowering block rates and raising conversion.
Approach
Right message, right time
- Follow browsing behavior: A user reads a finance article and checks a fund's performance and distributions but doesn't subscribe. Three hours later, a push message automatically shares that fund's distribution and fee details.
- Users without an account: Send an account-opening gift to encourage sign-up.
- Users who stopped halfway: Automatically remind them to finish the remaining steps.
Want to catch every drop-off?
Tell us about your customer journey, and a consultant will suggest the data to connect and the flows to automate.
Solutions used
Customer Data Platform
Customer data platform (CDP): unify member data, let AI diagnose sales changes and propose campaigns, and base decisions on audiences, product tags, journeys and channel results.
LINE Marketing Platform
AIM for LINE: member binding, tags, personalized messages, lucky draws, MGM, surveys and analytics. Grow your LINE Official Account, cut blocks and turn LINE friends into customers.
More case studies
Case study · Multi-brand analysis
LINE linking: linked members are 3–4x more likely to buy
Case study · Life insurance
Life insurance: games surface prospects, then hand them to agents
Case study · Luxury apparel
Luxury apparel: growth without discounts, annual revenue +31.1%