Turning Financial Education into Brand, Clients and Loyalty
i-vest @ Alpian Bank

Turning Financial Education into Brand, Clients and Loyalty

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SERVICES
Brand Strategy Brand Identity Integrated Campaign OOH & DOOH Social Media Content Content Creation & Production
CATEGORY
FinTech (Financial Technology) Financial education Digital education hub
LOCATION
Switzerland
Context
Together with Alpian, we set out to make investing and financial planning easier for the next generation. The challenge was to create a platform that could build trust, grow the brand and open a relationship long before a traditional banking product or advisory conversation even began.
Approach
Foundry invented and built i-vest as an editorial platform for financial education. With a modular, data-driven setup and a dedicated team of content editors, we created and continuously optimised multilingual content designed to connect brand building, lead generation and long-term loyalty.
Outcome
Before Alpian even launched as a bank, i-vest had generated more than 25,000 leads and sign-ups through the newsletter and masterclass. It proved that financial education can build trust, create demand and establish a pipeline of future clients from day one.
foundry digital agency

An editorial platform

i-vest was not just a content add-on. It was built as a strategic editorial platform that made investing, finance and financial planning more accessible, relevant and engaging. Instead of speaking like a bank, Alpian could start a useful relationship through knowledge, clarity and perspective.

foundry digital agency
foundry digital agency

Masterclass and performance

i-vest linked brand building, lead generation and long-term customer loyalty in one system. It gave Alpian a credible and intelligent public voice, while also creating a structured path from interest to engagement. Content did not just explain the category. It helped grow the business.

foundry digital agency

Glossary

In the financial world, complicated terms and unknown acronyms are almost inescapable. But what if we could simplify these terms and phrases? With simple definitions and examples, the i-vest Glossary makes it easy to grow a financial vocabulary.

foundry digital agency
foundry digital agency

i-vest in a Kitchen Table

What better place for an intimate discussion on the nuances of wealth? i-vest Kitchen Table is a podcast hosted by financial expert Olga Miler, that explores the meaning of financial freedom and true wealth as defined by guests from all walks of life. Listen here

Newsletter

To bring financial wellness into our i-vestors’ everyday lives, we conceptualised and designed a newsletter that brings them the best content from the platform in an easily browsable format.

foundry digital agency
foundry digital agency
foundry digital agency
Roman Balzan
CMO
Working with FOUNDRY is characterized by joy and driven by their creativity to achieve great things! The entire team has the ability to think strategically and focus on delivering relevant results while maintaining the freshness to constantly develop new approaches.”
+25'000
Leads pre Bank Launch
4
Langages
+450
Articles
Case Studies

Success stories. With proven results.