About Capital Quotient

Capital Quotient is a company that aims at providing you a financially secure future. Their platform is based on a planning-first approach that provides real-time access to goals and existing investments and helps make better investment decisions.

Task at hand

To get people to sign up for their free financial plan.


Capital Quotient was getting signups from the irrelevant and non-convertible audience which cost them a lot. We created user personas based on the ideal target audience that wouldn’t just stop at signing up (although this was our client’s requirement from us), but eventually convert as investors. The user personas helped us determine our audience’s social behavior which further helped us double down on the best channels to target them. This helped our client achieve an all-time record low CAC!