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User generated content and the insightful analytics that evaluate customer/company interactions fuel engagement for nearly every company born into the cloud. Many other, more established firms are trying to understand how to redo legacy systems with valuable customer information to unlock incredible engagement potential. Among a sample of retail online brokerages, there's an alarming inability to use customer trade history as a powerful means of building customer engagement. This presentation introduces a tool for doing so - not just for brokerages, but any financial media company.
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Share What You Know
or Lose Your Customers
Customer Trade History at Brokers is a Mountain of Gold Up for Grabs.
Use It to Drive Customer Engagement or Lose It to Someone Who Can.
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Valuable Data is
Accessible, Shared, Portable, Untethered.
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Doing It Well.
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This Mountain of Gold is Up for Grabs.
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Current Tools Can Do:
Idea Generation, Research/Confirm, Execute, but . . . . . . few do post trade analytics,
leaving customers with
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Problem 2: Analysis of Trading History
Data Behind Lock & Key.
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tradinghistory
Problem 3:
There’s 1 Visit Allowed Each Year ->
Until Now.
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1-Click to import
trade history into
TradeJournal
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tradinghistory: Use it or Lose it
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Personalization Example
Trade Ideas helps Financial Content Providers be the Amazon or Netflix of market opportunities: Recently traded A? You might be interested in A again today or B for the same pattern-based reasons.
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BACK TO THE
FUTURE:
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