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.
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Stocktoberfest 2014
Valuable Data is
Accessible, Shared, Portable, Untethered.
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Stocktoberfest 2014
Doing It Well.
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This Mountain of Gold is Up for Grabs.
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Current Tools Can Do:
Idea Generation, Research/Confirm, Execute, but . . . . . . few do post trade analytics,
leaving customers with
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Problem 2: Analysis of Trading History
Data Behind Lock & Key.
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tradinghistory
Problem 3:
There’s 1 Visit Allowed Each Year ->
Until Now.
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1-Click to import
trade history into
TradeJournal
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Stocktoberfest 2014
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tradinghistory: Use it or Lose it
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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.
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BACK TO THE
FUTURE:
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