Fuel Customer Engagement with Individual Trade History

Preview:

DESCRIPTION

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.

Citation preview

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.

Stocktoberfest 2014

Stocktoberfest 2014

Valuable Data is

Accessible, Shared, Portable, Untethered.

Stocktoberfest 2014

Stocktoberfest 2014

Doing It Well.

Stocktoberfest 2014

This Mountain of Gold is Up for Grabs.

Stocktoberfest 2014

Current Tools Can Do:

Idea Generation, Research/Confirm, Execute, but . . . . . . few do post trade analytics,

leaving customers with

Stocktoberfest 2014

Problem 2: Analysis of Trading History

Data Behind Lock & Key.

Stocktoberfest 2014

tradinghistory

Problem 3:

There’s 1 Visit Allowed Each Year ->

Until Now.

Stocktoberfest 2014

tradeideasjournal.com

Stocktoberfest 2014

1-Click to import

trade history into

TradeJournal

Stocktoberfest 2014

Stocktoberfest 2014

Stocktoberfest 2014

tradinghistory: Use it or Lose it

Stocktoberfest 2014

Stocktoberfest 2014

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.

Stocktoberfest 2014

BACK TO THE

FUTURE:

Stocktoberfest 2014

Recommended