In 2018, Invesco acquired intelliflo, a U.K.-based provider of advisory technology solutions that now has over 50% market share in the U.K. yet was relatively unknown in the U.S. The U.S. marketing team was strategically assembled in 2022 to prepare for a significant platform launch in 2025.

The firm’s first U.S. omnichannel marketing campaign, launched in 2023, focused on driving awareness, engagement and results for intelliflo’s U.S. rebalancing and trading solution, intelliflo redblack.

The result was a record-breaking year with 25% year-over-year revenue growth. intelliflo targets advisory businesses and financial advisors with certain levels of assets under management, and the team leveraged dynamic creative optimization ads for states and cities with the highest concentration of firms by AUM.