Interactive Zones

These personalized website popups occur depending on the user’s history while on the site.

Exit Intent Modal 1

If the user tries to close the page without subscribing, they get this reminder.

Exit Intent Modal 2

If the user has begun subscribing and tries to close the page without completing the process, they get this message.

Return to Website Modal 1

This high-performing modal sat on the home page and was an animated video with sand falling through the glass. It was dynamic in that the asset class changed depending on the users’ search history on the site.

Return to Website Modal 2

Another high-performing, animated modal. This sat on the home page and welcomed users back with a dynamic message that changed depending on the asset class viewed during their last session. The copy existed in a pool with constant motion.

Next Best Product Modal - Closed

This dynamic modal was placed on product pages and suggested funds with a similar strategy to the ones they were currently looking at. Once they click on it, it expands.

Next Best Product Modal - Open

Once the modal is clicked, it provides dynamic copy suggesting another fund with a strategy similar to the one they are currently exploring.