b a n t . i o
  • CLIENT:Investx
  • INDUSTRY:Financial services

"We were holding bant.io to the same high standards that we strive to maintain internally, and we’re pleased to report that they lived up to our expectations. Most of the leads that we’ve talked to have been of a high quality, and they’re set to play an important role in the evolution of our company in the months and years to come."

Tyler Hoffman
Tyler Hoffman

Head of Global Sales

Customer story

Investx specialises in offering businesses access to private equity via a first-of-its-kind platform for registered dealers to provide access to retail accredited investors. This allows private investors to get started with as little as $2,500, making private equity investment open to more people than ever before.

For Investx, an important part of their message is that they partner with firms with a track record of success and who co-invest alongside their members. Trust is important in any kind of business messaging, but it’s particularly important in the financial industry when we’re talking about sensitive personal data and large amounts of money.

We responded to the brief by creating targeted messaging that was delivered via two email sequences and four A/B tests, reaching nearly 3,200 potential customers. With a 35% open rate and a 38% response rate, the pilot campaign generated 44 hot leads for Investx to follow up with.


Investx asked bant.io for help expanding their presence across the United States and Canada.


  • 3176 prospective clients reached
  • 2 email sequences developed
  • 4 A/B tests performed

Campaign Results

  • 35% Open Rate
  • 38% Response Rate
  • 10% Conversions to Opportunities
  • 44 Hot Leads