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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.