Meridian Capital was raising for a private-credit investment product aimed at professional and high-net-worth investors. Their existing page — built by a generalist agency — treated the offer like an app download: a hero image, three feature bullets, and a 'sign up' button. It converted at a rate that made paid acquisition unaffordable, and worse, the leads it did produce were unqualified, burning the small IR team's time on calls with people who could never invest.
The brief was a conversion problem wrapped in a trust problem. The audience is sceptical by profession: they have seen every scheme and read every prospectus. The page had to establish institutional credibility in seconds — regulatory disclosures, team credentials, audited figures — and then run a funnel that qualifies before it converts, asking about investor status and ticket size up front rather than harvesting every email in reach. Compliance copy was not optional garnish; in this sector it is part of the persuasion.
A page structured around credibility: regulatory status and disclosures placed where sceptical readers look for them, real team credentials, audited performance figures, and risk copy written to satisfy compliance and persuade humans simultaneously.
A staged enquiry flow that qualifies investor status, geography and indicative ticket size before booking a call — filtering out unsuitable leads before they consume IR time.
Every submission lands in the CRM pre-scored by qualification answers and on-page behaviour, so the IR team calls the warmest leads first, within hours.
A lightweight experiment framework for headlines, proof ordering and funnel steps — the page keeps improving after launch instead of calcifying.
Visitor-to-qualified-lead conversion, against a fintech landing-page norm of around 2% — making paid acquisition finally economical.
Cost per qualified lead compared to the previous agency-built page, on identical media spend.
Qualified investment pipeline generated in the first full quarter after launch.
// results vary by project — ask us how we measured this one
“The old page collected email addresses. This one qualifies investors. Our IR team now spends its days talking to people who can actually write the cheque.”
Head of Investor Relations, Meridian Capital · name withheld under NDA — reference call availableWholesale portals, dealer logins and integrations with the systems you already run. Tell us what slows your sales team down — we will scope it, price it and ship it.
