CommSec is Australia's leading online trading platform and were looking for a secure marketing platform to execute an onboarding program, with the objective to reduce the time to trade for new customers, increase revenue and customer loyalty.



We built a secure marketing data warehouse with daily updates, integrated with email marketing platform ExactTarget incorporating tokenised sending to mask personal data, and a Tableau reporting dashboard.

We designed and executed personalised customer journeys based on customer segments and interactions, including Contact Centre follow-up, and incorporated a sophisticated multivariate testing and optimisation program.

CommSec portal on iPad

About the author 


Joel Norton is an agency growth specialist, and founder of Agency Leaders Academy. Joel helps agency owners who are struggling to get to the next level, to create a thriving business that is not dependent on them.

That starts with his foundational program, The Agency Profit Accelerator, which helps agency owners to attract more high value clients, increase agency fees without losing sales, and to increase sales conversion.

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