fuel customer engagement with individual trade history

18
Share What You Know or Lose Your Customers

Upload: david-aferiat

Post on 20-Jun-2015

247 views

Category:

Economy & Finance


1 download

DESCRIPTION

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.

TRANSCRIPT

Page 1: Fuel Customer Engagement with Individual Trade History

Share What You Know

or Lose Your Customers

Page 2: Fuel Customer Engagement with Individual Trade History

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

Page 3: Fuel Customer Engagement with Individual Trade History

Stocktoberfest 2014

Page 4: Fuel Customer Engagement with Individual Trade History

Valuable Data is

Accessible, Shared, Portable, Untethered.

Stocktoberfest 2014

Page 5: Fuel Customer Engagement with Individual Trade History

Stocktoberfest 2014

Page 6: Fuel Customer Engagement with Individual Trade History

Doing It Well.

Stocktoberfest 2014

Page 7: Fuel Customer Engagement with Individual Trade History

This Mountain of Gold is Up for Grabs.

Stocktoberfest 2014

Page 8: Fuel Customer Engagement with Individual Trade History

Current Tools Can Do:

Idea Generation, Research/Confirm, Execute, but . . . . . . few do post trade analytics,

leaving customers with

Stocktoberfest 2014

Page 9: Fuel Customer Engagement with Individual Trade History

Problem 2: Analysis of Trading History

Data Behind Lock & Key.

Stocktoberfest 2014

Page 10: Fuel Customer Engagement with Individual Trade History

tradinghistory

Problem 3:

There’s 1 Visit Allowed Each Year ->

Until Now.

Stocktoberfest 2014

Page 11: Fuel Customer Engagement with Individual Trade History

tradeideasjournal.com

Stocktoberfest 2014

Page 12: Fuel Customer Engagement with Individual Trade History

1-Click to import

trade history into

TradeJournal

Stocktoberfest 2014

Page 13: Fuel Customer Engagement with Individual Trade History

Stocktoberfest 2014

Page 14: Fuel Customer Engagement with Individual Trade History

Stocktoberfest 2014

Page 15: Fuel Customer Engagement with Individual Trade History

tradinghistory: Use it or Lose it

Stocktoberfest 2014

Page 16: Fuel Customer Engagement with Individual Trade History

Stocktoberfest 2014

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.

Page 17: Fuel Customer Engagement with Individual Trade History

Stocktoberfest 2014

Page 18: Fuel Customer Engagement with Individual Trade History

BACK TO THE

FUTURE:

Stocktoberfest 2014