Extending a global icon
into new digital territories


MBA has launched “Click & Invest”, the new digital investment platform from Investec. From only £10k investments, Click & Invest welcomes people to the world of active investment management. Our role has been to craft the brand, develop the website and product UX, create the marketing communications, and deliver the CRM infrastructure and programme.

Our web platform converts interest into accounts

The website is designed to be a conversion engine, leading people through the journey to account sign-up. We have animated the zebra to bring life to this experience. See it for yourself here

Content to answer prospects’ questions

We’ve created a range of content to help answer questions that potential investors will ask on their journey. This content is embedded at appropriate points of the website UX and also used in Click & Invest’s social channels.

Web content that meets every stage of the purchase journey

We have created engaging and informative content such as ‘Meet The Team’ showing the critical human face behind the new service, as well as creating a Mock Portfolio to gain trial from prospects.

Digital media campaigns drive traffic

Click & Invest opens the door to investing - so our campaign uses lines such as ‘Click not Clique’, 'Different not Indifferent', 'Up to date not Dated' and 'Clickety Click, Clickety Click, Clickety Click, not Clunkey Clunk' to underline how this new service gives so many more people access to dedicated investment experts with over 180 years of investment experience.

CRM to nurture and inspire customers.

Investing money isn’t a quick decision. We’ve developed an in-depth CRM nurture program which allows Click & Invest to build a connection with potential customers rather than simply selling to them. Once someone has become a customer, the CRM is designed to replicate the relationship with an investment manager.

Investec coffee shop

Carefully crafted prospect engagement

We added some extra flavour to our comms campaign during the run up to the end of the 2017/18 ISA season. With a big focus on prospect leads, we built a pop up coffee shop in Waterloo station. As well as showcasing how Click & Invest are serving up a new alternative in online investing to passing commuters, it helped capture their details to.