StockInvest
A retail investing platform that turns market noise into a daily habit.
StockInvest is the deepest run in the lab. Nearly five years of first-party behavior, a full analytics stack, live experimentation, and a bank of lifecycle journeys that carry a free signup all the way to a paid subscription.
Every number here is pulled straight from the production event store, and it is a floor, not a ceiling. Projects get pruned and archived over the years, so what survived to be counted is the smaller part of what we ran.
"We were losing visitors before they signed up. Intempt's personalized experiences changed that - we started meeting people where they were instead of guessing. Once they're in, Intempt's automated email takes over and keeps the relationship moving. Acquisition and retention finally feel like one connected motion instead of two separate problems."
The programs, with their real reach
Your StockInvest AI Report - Stock Picks For You
11,200+ usersAI recommendations. Personalized pick digest, the single widest-reach journey in the account.
Welcome to StockInvest - let's analyze your first stock
37,600+ sendsActivation. First-run journey that gets a new signup to their first real analysis.
Welcome to Premium - set up your morning routine
11,400+ sendsFree to paid. Premium onboarding that turns a new subscriber into a daily user.
Why Stocks Move - learn the patterns
1,350+ usersEducation. Teaches the product's core value so the habit sticks.
The market is moving - are you watching?
1,270+ usersRe-engagement. Winback triggered on lapsing activity.
Acquisition, conversion, retention
Acquisition
15M+ users on one first-party context
We instrumented the whole funnel, then read it: acquisition sources, the conversion path, and every drop-off between a first visit and a funded account. Attribution ran on the same context as the messaging, so the team could see which channels actually produced subscribers, not just clicks.
Conversion
Experiments plus free-to-paid journeys
Conversion ran on two engines at once. Experiments tested the page and the offer to lift conversion rate, while a bank of journeys carried people across the line: activation into first analysis, then a premium onboarding sequence that moved free users to paid against live Stripe subscriptions.
Retention
Habit-forming lifecycle for a daily product
Investing only pays the platform when it becomes a habit, so retention was built as a loop: a premium morning routine, education that teaches why the product matters, and winback that fires the moment activity lapses. The lifecycle work is what turns a one-time signup into a daily session.
StockInvest came to us as a fintech platform with traffic but a leaky funnel. The first job was to see clearly: full analytics instrumentation across acquisition, the conversion funnel, and the subscription path, all on one first-party context.
With the funnel visible, we ran experiments to lift the conversion rate and built the journeys that move a free account to a paid one, wired to live Stripe subscriptions. Activation gets a new user to their first analysis; a premium onboarding sequence turns that into a paying daily habit.
Five years in, the account holds 128M+ events across 15M+ users and sixteen live journeys. It is the clearest proof in the lab that acquisition, conversion, and retention are one system, not three teams.
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