More funded accounts. More AUM.
Better returns on your marketing spend. You pick what matters. Kleerr optimizes your campaigns to get more of it.Whatever your priorities are
Kleerr analyzes your marketing data, identifies your biggest opportunities, and optimizes toward the KPIs that matter most to your business.
More funded investment accounts
More digital sales and account openings
More qualified advisor appointments
Growth in assets under management (AUM)
Lower cost per funded account
First-party data. Our proprietary optimization software. Better results.
Kleerr is built from the ground up to connect your marketing performance with real business outcomes. Our software analyzes thousands of data points to uncover what’s working, what’s not, and where your biggest opportunities are.
Confidence in Your ROI
See beyond inflated ad platform ROAS. Kleerr’s first-party data gives you more clarity and accuracy. Know the full customer journey and which campaigns are actually driving AUM and new accounts.
Conversion signals
What your ad platforms optimize toward
Account funded
Hashed ID and value band
Bidding goalAccount opened
Secondary signal
SentAdvisor meeting booked
Secondary signal
SentForm submit
Tracked for reporting only
Not sent
Train Your Ad Platforms
Optimize ad algorithms for new accounts, booked meetings, and outcomes that matter to you, not just clicks or form submits.
Find & Reach Your Best Audiences
Identify your highest-performing audiences, discover new opportunities, and retarget interested prospects to get them to convert.
Smarter Budget Allocation
Find which campaigns and channels deliver the strongest returns, what’s saturated, what to scale, and where your budget could work harder.
Next move
Ready to testShift display budget to branded search
- Found
- Branded search brings funded accounts at a lower cost than display.
- Why
- Display drives applications, but few of them fund.
- Do
- Move part of the display budget to branded search and account-opening campaigns.
- Prove
- Run a four-week test, measured on funded accounts.
Clear Recommendations & Measurable Results
Know exactly what to do next, why it matters, and what impact to expect. Test improvements, measure results, and keep optimizing.
Done for you, or done with you
Done For You
We handle the analysis, optimization, audience management, testing, and reporting. Powered by our proprietary software, with our team doing the work.
Done With You
We work alongside your marketing team or agency, providing the intelligence, recommendations, and support to get more from your existing campaigns.
Common questions
Do you need customer-level data?
Is client data shared with ad platforms?
How do you use AI?
Will this work with our agency?
Can you do this for us?
Find out what your marketing could be delivering.
We’ll show you how Kleerr can improve your campaigns, drive more funded accounts, and grow AUM.