Contact Us
Get in touch
We’d love to hear from you. Share some details and your query and we’ll respond straight away.
Case Study
Gamified platform driving investor education and engagement
Client type
Alternatives Managers & Private Markets, Asset Management
Client Challenges
A US asset manager ($4trn+ AUM) needed a more engaging way to educate end investors on sustainable investing. Traditional approaches lacked interactivity and depth. A scalable, user-friendly solution was required to improve understanding and engagement.
alpha approach
Alpha designed and built a gamified digital experience using decision theory to guide users through sustainable investing concepts. We developed tailored educational content based on user responses to personalize learning, ensuring the tool supported both direct investor engagement and adviser-led conversations. Close collaboration helped align outputs with client and adviser needs. This delivered an interactive platform that improved engagement, education and usability across audiences
How we delivered lasting value
Turning insight into impact
Personalized learning improving investor understanding and engagement
Tailored content based on user inputs. Increased relevance and depth of ESG education.
Gamified experience driving higher interaction and retention
Used decision-based journeys to engage users. Improved interaction rates and knowledge retention.
Dual use tool supporting advisers and clients
Enabled adviser-led discussions with clients. Improved usability across both direct and intermediary channels.
Related Work
Related case studies
Case Study
Distribution data platform drives US retail sales growth
Case Study