{"id":3348,"date":"2025-01-05T09:00:00","date_gmt":"2025-01-05T09:00:00","guid":{"rendered":"https:\/\/bridgewise.com\/?p=3348"},"modified":"2025-11-26T16:49:05","modified_gmt":"2025-11-26T16:49:05","slug":"driving-cltv-and-engagement","status":"publish","type":"post","link":"https:\/\/bridgewise.com\/case-study\/driving-cltv-and-engagement\/","title":{"rendered":"Driving CLTV and Engagement with AI-Powered Investment Intelligence"},"content":{"rendered":"<div class=\"flex-shrink-0 flex flex-col relative items-end\">\n<div class=\"pt-0\">\n<h2 class=\"gizmo-bot-avatar flex h-8 w-8 items-center justify-center overflow-hidden rounded-full\"><span style=\"font-size: 22px;\">Status Invest, a leading investment platform in Brazil, partnered with Bridgewise to stand out in a competitive market. By launching tailored tools and exclusive content, the platform boosted engagement, converted free users to paid subscribers, and elevated the investor experience. See how Bridgewise helped Status Invest transform its business:<\/span><\/h2>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3350\" src=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-152306-300x66.png\" alt=\"\" width=\"514\" height=\"113\" title=\"\" srcset=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-152306-300x66.png 300w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-152306-1024x227.png 1024w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-152306-768x170.png 768w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-152306.png 1160w\" sizes=\"auto, (max-width: 514px) 100vw, 514px\" \/><\/h3>\n<p>&nbsp;<\/p>\n<h3><strong><span style=\"color: #333333;\">Company ID<\/span><\/strong><\/h3>\n<ul>\n<li><span style=\"font-weight: 400; color: #333333;\"><strong>Vertical:<\/strong> Media Outlet<\/span><\/li>\n<li><span style=\"font-weight: 400; color: #333333;\"><strong>Market:<\/strong> Brazil<\/span><\/li>\n<li><span style=\"font-weight: 400; color: #333333;\"><strong>Assets Covered:<\/strong> Equity, Funds, REITs <\/span><\/li>\n<li><span style=\"font-weight: 400; color: #333333;\"><b>Supported Languages<\/b><b>:<\/b> Portuguese<\/span><\/li>\n<li><span style=\"font-weight: 400; color: #333333;\"><strong># of Customers:<\/strong> 10,000+ active subscribers<\/span><\/li>\n<\/ul>\n<h3><span style=\"color: #333333;\"><b>The Customer<\/b><\/span><\/h3>\n<p>Status Invest is one of Brazil&#8217;s top investment management platforms, offering investors a wide range of tools to monitor assets and discover \u2028 investment opportunities.<\/p>\n<h3><span style=\"color: #333333;\"><b>The Challenge<\/b><\/span><\/h3>\n<p><span style=\"color: #333333;\"><b>Standing Out In a Sea of Freemium Offerings<\/b><\/span><\/p>\n<p>Amid Brazil&#8217;s competitive investment landscape, where investors manage an average of five accounts, Status Invest needed to stand out by \u2028 tailoring its offerings to a diverse audience ranging from beginner to experienced investors. The platform focused on creating unique value and strategic hooks through exclusive content and innovative experiences, driving upgrades to paid subscriptions and increasing customer lifetime value.<\/p>\n<p>&nbsp;<\/p>\n<p><strong><span style=\"color: #333333;\">Status Invest needed to:<\/span><\/strong><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Offer tailored exploration experiences for both mature and novice investors.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Drive upsell from existing subscribers with premium analysis tools.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Increase traffic and user engagement through compelling content.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-3351\" src=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-154536-300x167.png\" alt=\"Giovana Alvares Moreira - &quot;The portfolio feature has been a game-changer for us. It simplifies asset discovery, making it easier for our users to find what they need. Highlighting successful investments, such as Tesla and Meta, has significantly boosted upsells and engagement.&quot;\" width=\"467\" height=\"260\" title=\"\" srcset=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-154536-300x167.png 300w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-154536.png 688w\" sizes=\"auto, (max-width: 467px) 100vw, 467px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3><span style=\"color: #333333;\"><b>The Solution<\/b><\/span><\/h3>\n<p><strong>Unlocking Investor Potential and Driving Engagement<\/strong><\/p>\n<p>Status Invest partnered with Bridgewise to launch Status Alpha, a premium offering leveraging the growing interest in international stocks. With unmatched coverage of Brazilian and U.S. equities, the platform converted free users into paying subscribers through compelling<br \/>\ncontent. \u201cBlurred\u201d recommendations on dashboards sparked curiosity and drove upsells for all users.<\/p>\n<p>To support international investment discovery while catering to diverse investors, Bridgewise implemented a screener and search bar, enabling advanced users to explore 37,000+ global stocks.<\/p>\n<p>ThemeWise complemented this by offering novice investors an accessible discovery experience with themed stock sets and price targets.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-3352\" src=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-154530-300x212.png\" alt=\"ThemeWise supported novice investors in their discovery process.\" width=\"431\" height=\"304\" title=\"\" srcset=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-154530-300x212.png 300w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-154530.png 684w\" sizes=\"auto, (max-width: 431px) 100vw, 431px\" \/><\/p>\n<h3><span style=\"color: #333333;\"><b>The Results<\/b><\/span><\/h3>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3354\" src=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-154515-278x300.png\" alt=\"\" width=\"368\" height=\"397\" title=\"\" srcset=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-154515-278x300.png 278w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-154515.png 596w\" sizes=\"auto, (max-width: 368px) 100vw, 368px\" \/>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3353\" src=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-154523-204x300.png\" alt=\"\" width=\"258\" height=\"379\" title=\"\" srcset=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-154523-204x300.png 204w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-154523.png 448w\" sizes=\"auto, (max-width: 258px) 100vw, 258px\" \/><\/p>\n<h3><strong>Conclusion<\/strong><\/h3>\n<p>With Bridgewise, Status Invest enhanced user engagement, increased revenue, and strengthened its position as a market leader. To learn how Bridgewise solutions can transform your business, reach out today.<\/p>\n<p><span style=\"color: #333333;\"><i><span style=\"font-weight: 400;\">\u00a0<\/span><\/i><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Discover how we helped Status Invest boost engagement with AI-driven investment intelligence.<\/p>\n","protected":false},"author":13,"featured_media":5288,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[67],"tags":[78,80,79,74,81],"class_list":["post-3348","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-study","tag-case-study","tag-equitywise","tag-media-outlets","tag-retail-platform","tag-themewise"],"acf":[],"_links":{"self":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts\/3348","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/comments?post=3348"}],"version-history":[{"count":8,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts\/3348\/revisions"}],"predecessor-version":[{"id":5677,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts\/3348\/revisions\/5677"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/media\/5288"}],"wp:attachment":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/media?parent=3348"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/categories?post=3348"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/tags?post=3348"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}