Trade Ideas, the intelligent market scanner, introduces marketing communication technology that automatically, without human intervention, turns a data table into a readable article for email, blog or newsletter distribution. Like going from a baseball box score to a highlight reel.

1. Real-time Market
Intelligence
Powerful New Content Generation
Technology for Financial Firms
Monday, October 29, 12

2. TECHNOLOGY APPLIED:
A BASEBALL EXAMPLE
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3. BENEFITS OF CONTENT GENERATION
TECHNOLOGY
• Provide information to build connections without
overtly selling
• Generate valuable, tailored ideas as content
• Stories serve as a rich, vibrant input to your
customer acquisition tools and communications:
email, blog, website at a fraction of the previous
effort (e.g., FTE) and cost
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4. BENEFITS OF CONTENT GENERATION
TECHNOLOGY (Cont’d)
• Fast, accurate, consistently thorough.
• Stories are grounded in data, highly relevant.
• Consistent insight into markets (‘helping’), assists
financial firms achieve relationship goals (‘selling’).
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5. CURRENT STATE ASSESSMENT:
• Who is currently performing marketing
communications?
• How much (i.e., time, money) does it take to
produce good content to communicate?
• How frequently do these communications
occur? What lag exists from idea to delivery?
• What existing tools are you using to leverage
resources and achieve scale?
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6. TRANSFORM DATA INTO STORIES AND INSIGHT . . .
IN SECONDS
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7. LEVERAGE TECHNOLOGY FOR
COST SAVINGS AND RICHER CONTENT
• Automatic, without human intervention, and at
significant scale
• From Trade Ideas real-time data to a summary
of activity for that strategy (e.g., Morning, Mid-
Day, and At-the-Close reports or anytime) in a
convenient, readable form (e.g., email, text
message, etc.)
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8. USE CASE: CONTENT GENERATION
TECHNOLOGY
Smartphone customer ‘checks
in’ at a branch (E*TRADE,
Scottrade, TD Ameritrade)
S/he reviews what offers are
available, receives a story of
the latest activity/patterns of
stocks in their portfolio, maybe
even sets up a trade:
relevant, targeted - the basis of
a successful connection
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9. PROCESS
• Select relevant strategy that generates the
content for targeted customers from your own
design or one of Trade Ideas’ like Social Media
activity, Earnings, Options, etc.
• Strip the data of the GUI - XML or CSV version
of the data is the input
• Render stories in seconds
• Deliver stories via API, RSS/Atom feed, FTP or
use in CMS or any platform desired
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10. FROM TRADE IDEAS’ REAL-TIME
STRATEGIES OR TOP LISTS
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11. TO A MEANINGFUL FINANCIAL STORY
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12. A FRACTION OF THE COST FOR 3x+ THE
RESULTS -
PRICING OPTIONS
• Month to month, cancelable anytime
• 1 year commitment, payable in 2 installments (lower
rate)
• No limit to content generation from Trade Ideas data
sets
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13. “Trade-Ideas Pro is a sophisticated and highly
customizable program for active day traders [ed: and
investors] WHO NEED MARKET INFORMATION IN
TRULY REAL TIME.”
June 2012, American Association of Individual Investors
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