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Fuel Customer Engagement with Individual Trade History


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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.

Published in: Economy & Finance
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Fuel Customer Engagement with Individual Trade History

  1. 1. Share What You Know or Lose Your Customers
  2. 2. 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
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  4. 4. Valuable Data is Accessible, Shared, Portable, Untethered. Stocktoberfest 2014
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  6. 6. Doing It Well. Stocktoberfest 2014
  7. 7. This Mountain of Gold is Up for Grabs. Stocktoberfest 2014
  8. 8. Current Tools Can Do: Idea Generation, Research/Confirm, Execute, but . . . . . . few do post trade analytics, leaving customers with Stocktoberfest 2014
  9. 9. Problem 2: Analysis of Trading History Data Behind Lock & Key. Stocktoberfest 2014
  10. 10. trading history Problem 3: There’s 1 Visit Allowed Each Year -> Until Now. Stocktoberfest 2014
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  15. 15. trading history: Use it or Lose it Stocktoberfest 2014
  16. 16. 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
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  18. 18. BACK TO THE FUTURE: Stocktoberfest 2014