Key Insights from 2025: AI Agents in Finance & Investing
Executive Summary: In 2025, many anticipated an AI revolution in which automation, streamlining, ...
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Driving CLTV and Engagement with AI-Powered Investment Intelligence
Status Invest, a leading investment platform in Brazil, partnered with Bridgewise to stand out in a competitive market. By launching tailored tools and exclusive content, the platform boosted engagement, converted free users to paid subscribers, and elevated the investor experience. See how Bridgewise helped Status Invest transform its business:
Company ID
- Vertical: Media Outlet
- Market: Brazil
- Assets Covered: Equity, Funds, REITs
- Language Needs: Portuguese
- # of Customers: 10,000+ active subscribers
The Customer
Status Invest is one of Brazil’s top investment management platforms, offering investors a wide range of tools to monitor assets and discover investment opportunities.
The Challenge
Standing Out In a Sea of Freemium Offerings
Amid Brazil’s competitive investment landscape, where investors manage an average of five accounts, Status Invest needed to stand out by tailoring its offerings to a diverse audience ranging from beginner to experienced investors. The platform focused on creating unique value and strategic hooks through exclusive content and innovative experiences, driving upgrades to paid subscriptions and increasing customer lifetime value.
Status Invest needed to:
- Offer tailored exploration experiences for both mature and novice investors.
- Drive upsell from existing subscribers with premium analysis tools.
- Increase traffic and user engagement through compelling content.
The Solution
Unlocking Investor Potential and Driving Engagement
Status Invest partnered with Bridgewise to launch Status Alpha, a premium offering leveraging the growing interest in international stocks. With unmatched coverage of Brazilian and U.S. equities, the platform converted free users into paying subscribers through compelling
content. “Blurred” recommendations on dashboards sparked curiosity and drove upsells for all users.
To support international investment discovery while catering to diverse investors, Bridgewise implemented a screener and search bar, enabling advanced users to explore 37,000+ global stocks.
ThemeWise complemented this by offering novice investors an accessible discovery experience with themed stock sets and price targets.
The Results
Conclusion
With Bridgewise, Status Invest enhanced user engagement, increased revenue, and strengthened its position as a market leader. To learn how Bridgewise solutions can transform your business, reach out today.
