Qualified investor enquiries for bonds, crowdinvesting and fintechs. Every ad goes through four-eyes approval.
We see these four reasons with issuers again and again.
Banks and intermediaries are expensive or not available at all. The issue still has to be filled.
Ads need mandatory disclosures and approvals. Every round of feedback by email costs weeks.
A cheap lead is worthless if it never subscribes. That is why we count the qualified investor enquiry. We track every lead through to subscription.
Investors want to understand what they are getting into. Before they subscribe, it takes time, explanation and follow-up.
Every week without investor enquiries is one week less of the subscription period. Intermediaries are expensive, and the data about your investors stays with them. Every approval round by email delays the campaign start by weeks, and cheap leads that never subscribe cost your sales team time.
None of this is a bad idea. It just starts in the wrong place.
Cheap leads fill the CRM, but they rarely subscribe. More of them only widens the gap between lead and subscription.
Banks and intermediaries are expensive or not available. And what they know about your investors stays with them.
Big words are a risk for your firm. And they put off exactly the investors who check thoroughly.
Financial marketing is the marketing of financial products such as bonds, crowdinvesting or fintech offers to investors.
It includes mandatory disclosures and documented approvals, but no promises about returns. This is how we set up the digital placement: compliance comes first, and we measure each step on its own.
No promises about returns. Mandatory disclosures and approvals are part of the set-up, not an afterthought. We do not replace legal advice.
Book an intro callWe clarify the prospectus, warnings and the rules for each country (Austria, Germany, Switzerland) in advance. The approvals are fixed in the schedule.
Key data, opportunities and risks, FAQ and the path to subscription, clearly explained on one page.
A factsheet or paper to download. That way prospects leave their contact details early.
Meta, Google and LinkedIn, with separate visuals for each type of investor. Everything runs through the approval process.
Qualified investor enquiries reach the issuer's sales team on the same day.
Subscriptions are fed back to Meta and Google. That way the budget follows the investors, not the forms.
No promises about returns. Mandatory disclosures and approvals are part of the set-up, not an afterthought. We do not replace legal advice.
Book an intro callNo ad goes live without documented approval. What legally belongs in an ad is decided by you as the issuer together with your lawyer, not by us.
Every ad is ready for approval in your dashboard. We check it using the four-eyes principle and document the approval with a date.
Mandatory disclosures, risk warnings and references to the base prospectus or information sheet come from the issuer or its lawyer. That is also where they are approved. We make them visible in the ad, page and video.
Our ads explain offer, risk and process. We say nothing about the return, risk or success of an investment. We measure an advertising metric.
ad.boutique is a financial marketing agency for issuers and banks and a fintech marketing agency for fintechs, with an office in Vienna and a base in Zurich.
These services work together when you want to win investors.
From Kommunalkredit to Raiffeisen: a selection of the banks, issuers and platforms we deliver campaigns, event content and videos for.
Campaigns on Google and LinkedIn, plus short videos and an explainer video on the developer model. Clean tracking assigns every subscription to the placement. The figures describe advertising efficiency, not the return, risk or success of the investment.
At a ROAS of 129x.
around €5m, attributable capital
Advertising efficiency from published cases. These numbers say nothing about the return of an investment.
before 2.14after 8.75
View casebefore €1,277after €393
View case100+
View caseIn our finance cases, the biggest budget was not what decided things. It was about structure, trust and measurement through to subscription.
Kommunalkredit: on-site content that creates closeness and stays serious.
For a crowdinvesting platform, campaigns first ran per project. With a shared data basis and almost the same budget, ROAS rose from 2.14 to 8.75, then to 21.6.
Nobody understands a complex offer from one ad. For the real estate investment, short videos and an explainer video explain the developer model.
Around 450 high-ticket leads, each traced back to the ad. With clean tracking per creative, print, press and newsletters can be compared with paid channels.
SMS verification and an issue page with all mandatory disclosures filter first. Only then does investor relations call.
Ad materials are ready for approval in your dashboard. That saves rounds of email that cost weeks.
You speak with a member of the management team. We tell you honestly whether digital placement works for your product.
The issuer remains responsible for the content. What changes is the way there. It is documented, measurable and faster.
Advertising efficiency, not a statement about the return, risk or success of an investment.
Often today: by email, in rounds over weeks
With ad.boutique: in your dashboard, four-eyes principle, every version documented
Often today: cheap, but many never subscribe
With ad.boutique: qualified investor enquiries, SMS-verified, tracked through to subscription
Often today: product details and big words
With ad.boutique: offer, risk and process explained, with mandatory disclosures, no promises about returns
Often today: new for every project, without shared data
With ad.boutique: one structure across all issues, learning from project to project
Often today: clicks and leads per channel
With ad.boutique: leads, conversations and subscriptions per channel, daily in the dashboard
You start with a fixed-price POC and an advertising metric as the goal, for example qualified investor enquiries.
Never the subscription volume and without any statement about the return, risk or success of an investment.
Recommended to start
Week 1Week 12: evaluation
12 weeks at a fixed price, with an advertising metric as a shared goal.
Ongoing support
Month by monththe longer, the cheaper
Ongoing support with the same team.
„Because our work together went so well last year, we would like to work with you again this year.“
Enter your target volume, subscription amount and your assumptions.
You see how many investor enquiries the subscription period needs. No email required, and the calculation only uses your numbers. It is about marketing volumes, not returns.
investor enquiries for your target volume
Range 1,600 to 2,667. Range: your rate a quarter better to a quarter worse.
2,000 investor enquiries for your target volume. With your assumption, €2,000,000 is around 200 subscriptions. For that you need around 2,000 qualified investor enquiries.
The calculator only estimates marketing volumes. It says nothing about the return, risk or success of an investment and is neither investment nor legal advice. A worked example based on your inputs, not a promise. The starting values are arbitrary, not benchmarks.
Discuss the resultIn your live dashboard you see leads, first calls and subscriptions every day with the cost per lead, compared with the previous period. Shown here with demo data, without volumes and without returns.
The essentials at a glance.
Leads: received in the system, without duplicate submissions · Ad spend: per ad account
We take on few mandates, and those completely. That is why we check openly beforehand whether we are a fit, in both directions.
Issue landing page, lead magnet, compliance approvals, SMS verification and handover to sales: the set-up we use to win investor capital digitally. The paper itself is written in German.
Step 1 of 2
Two short questions, then just your name and email. You will receive your results as a PDF report by email.
Preview
Anyone placing a bond or a crowdinvesting offer digitally often measures the wrong thing: clicks and leads instead of subscriptions. This paper shows how issuers align their campaigns with attributable capital and why that fundamentally changes how budget is allocated.
The full paper arrives after you enter your email.
Whoever sets the strategy is also accountable for the numbers at the end.
Florian Hörmann
Founder
Leads the strategy session and translates business goals into measurable stages.
Steve
Performance Manager
Builds the structure into the accounts and measures whether the order works.
Philipp
Sales
Clarifies before the start what may be advertised and obtains the approvals.
Product, volume, timeframe. Confidential, with a member of our management team.
We tell you whether we are a fit and what we need to get started. Even if the answer is no.
Target groups, order, messages, measurement points and the approval path.
The order, the metrics we measure and the first step.
You answer three short questions and pick a time. The call is confidential and held with a member of the management team. If you like, we sign an NDA beforehand.
Get in touch in three steps.
An honest assessment and one point of contact instead of a call centre.
Step 1 of 3
Confidential: we sign your NDA before any data is exchanged.
Who replies to you
Florian HörmannManaging Director, Strategy and Performance
Daniel HaydenManaging Director, Creative and WebWe usually reply within 24 hours on working days, personally and without a ticket system.
Prefer to write? hello@ad.boutique
Page
Procurement, NDA, data processing agreement, security and references from large companies on one page.
Finance
How issuers, platforms and fintechs win investor capital digitally: funnel, channels, compliance and subscription volume as the metric instead of clicks.
Finance
Advertising financial instruments in Switzerland: what FinSA (FIDLEG) says about advertising, prospectuses and key information documents for campaigns.
Issuers place bonds without their own sales network by reaching investors digitally via Meta and Google, winning them through an issue landing page and a lead magnet, and handing qualified enquiries to their own sales team on the same day. ad.boutique builds this set-up with compliance approvals built into the process, measures it by cost per qualified investor enquiry and tracks every lead through to subscription.
Yes, with the right approvals and mandatory disclosures. Financial products fall under special advertising policies on Meta and Google, which is why our ad materials go through traceable approvals and contain no promises about returns.
In finance marketing, what counts is what leads to subscription: cost per qualified investor enquiry and attributable capital per advertising euro, not cost per lead. In the real estate investment case, the campaigns brought around €5m of attributable capital at a ROAS of 129x. As the POC goal we always agree an advertising metric, never the subscription volume.
The cost per investor falls when campaigns no longer run project by project but on a shared data foundation. For a crowdinvesting platform it dropped from €1,277 to €393 per investor, on almost the same budget.
Every ad goes to you or your legal department for approval before launch, and internally we check it using the four-eyes principle. We document who approved which copy and which creative, and when.
No, ad.boutique makes no promises about returns. Our ad materials explain the offer, the risk and the process, and the mandatory disclosures are where they belong. We make no statements about the return, risk or success of an investment.
ad.boutique does financial and issue marketing from Vienna and Zurich for bond issuers, crowdinvesting platforms and fintechs in Austria, Germany and Switzerland. Every ad goes through documented four-eyes approval. We make no promises about returns, and we measure by qualified investor enquiries.
Bond marketing is the digital marketing of a bond to investors without your own sales network: an issue page with key data, opportunities and risks, a factsheet as a lead magnet, campaigns on Google, Meta and LinkedIn through a documented approval process, and the hand-over of qualified investor enquiries to sales on the same day. Mandatory disclosures come from the issuer and its lawyer, and we make no promises about returns. Our guide on winning investors digitally describes the whole process.
By an advertising metric such as qualified investor enquiries, never by subscription volume. It is our shared goal and your basis for deciding after 12 weeks. We make no statements about the return, risk or success of an investment.
Usually not. The standard is the POC at a fixed price. A success fee only exists in individual cases after a legal review, never per unit sold and never on the subscription volume.
Yes. We sign your NDA before any data is exchanged. A member of the management team leads the intro call, data stays in the EU, and access is limited per project and logged.
That depends mainly on the approval process, so we do not promise a fixed date. The process: an initial assessment within 24 hours, a strategy session in the first two weeks, then the issue page, ads and mandatory disclosures through your approval. Plan a few weeks before the subscription period. The earlier we talk, the more time there is for testing.
The issuer and its lawyer are responsible for the content, and we make the approval traceable. No ad goes live without your approval. Internally we apply the four-eyes principle and document who approved what and when. We do not replace legal advice.
Yes. Your contact in Zurich is Alexis Streimelweger, on site or by video. You clarify with your lawyer which rules apply to your product in Switzerland. We build the approvals into the process. Budget and billing can also be in CHF.
Only after an individual review by OpenAI, as of October 2026. Financial services need approval in the European region. We clarify this before every test. Without approval there is no campaign.
Yes, that is part of the setup. Every ad goes through your approval with documentation, using the four-eyes principle in your dashboard. We do not replace legal advice.
