DiziDice
Project Name:
Upstox
1. Project Brief
We executed a high-impact, compliance-driven performance marketing ecosystem to onboard over 1,300+ verified Upstox accounts within 4 months using paid ads, funnels, retargeting, and influencer partnerships.
- 1300+ KYC-verified accounts (Nov 2024 – Feb 2025)
- Google & Meta Ads with high-intent targeting
- Conversion-optimized landing pages
- WhatsApp & Email automation for KYC completion
- Influencer & affiliate acquisition engine
- Reduced CPA with higher lead quality
2. Introduction & Challenges
Upstox, one of India’s leading stock brokerage platforms, aimed to aggressively scale new user acquisition while maintaining KYC compliance and cost efficiency. DiziDice was tasked with building a full-funnel performance marketing system that could attract, convert, and verify high-intent traders and investors.
- Highly competitive brokerage advertising landscape
- Maintaining lead quality for successful KYC verification
- Compliance with financial advertising & onboarding norms
- Reducing CPA while increasing verified conversions
- Drop-offs between signup and KYC completion
3. Strategy & Execution
We built a multi-channel performance growth engine focused on precision targeting, high-conversion funnels, and automated follow-ups.
- High-intent Search, Display, YouTube, Facebook & Instagram campaigns with A/B tested creatives and retargeting funnels.
- Third-party high-converting pages with strong value propositions, minimal friction forms, and fast KYC onboarding flow.
- Automated KYC reminders and onboarding sequences to improve lead-to-verification rate.
- Finance influencers and affiliates drove trust-based traffic and high-quality referrals.
4. Results
The integrated performance ecosystem delivered scalable growth with controlled acquisition cost.
- 1300+ verified Upstox accounts onboarded in 4 months
- Reduced CPA through continuous funnel and ad optimization
- Higher KYC completion via WhatsApp & email follow-ups
- Strong retargeting performance improving conversion rates
- Influencer & affiliate channels added trust-led scale