How Can ActivateClients Help You?

Re-engage with your underserved client base

A Blended Service Model of Dealers empowered by unique

technology.

Proposition

• Activate an Existing but Unserved Client Segment– Communicate Dealing Relevant Information– Via SMS, eMail or Instant Messaging

• Generate more Deals• Lower Costs• Improve Compliance

Traditional Market Structure

The Hard Core of any Financial MarketIntense IT services (from Reuters etc.) and intense tradersThe Professional Buy SideIT (esp. Bloomberg), Obsessive High Touch Service from Brokers and Sell Side

The Mass MarketIndividually low value, NO touch clients – usually served Online

Market Structure

Underserved High Net Worth Individuals

Offers a Blended Solution

Reach out to Underserved Clients:• High Touch & Personalised• Automated Market Monitoring• Multiple Communication Channels IM Email SMS Twitter

Service Impact

• Optimised and Relevant Communication• Direct Attention to “in play” clients.• Superior Relationship Management• Better Order and Risk Management• Automatic Compliance• No upfront license fees or hardware costs

More deals!

Clients and Actionable Information Available within a Single Interface

Pair Actionable Alert to Client

Distribute Internal Research

Integrated Communication

All-in-One Trading Portal

News and Opinion; RSS and Twitter Support

Real-time Price Alerts with SMS and Email Support

Intraday to Monthly. Over 40 Technical and Price Overlays

Active Screening; Daily Delivery of New Opportunities

Manage Client Portfolios

Additional Benefits

• No software to install, no capital costs• Integration with Market Data Platform• Integration with CRM/CIF for client data• State of the Art Browser based Rich Internet

Application

Arrange a Demonstration TodayDemo@activateclients.com