Case Study - Brokerage

European brokerage platform with a large number of self-directed investors.

Goal

Drive engagement and wallet penetration amongst existing customers, also creating a differentiated means of acquisition.

Client challenges

Innovative solutions needed to retain existing customers and acquire new ones.

Our Solution

Market signals generated from proprietary algorithms matched to individual portfolios holdings of clients to deliver informational insights. Insights tailored individually for every user portfolio in an exclusive Beta environment. Close dialogue with regulator.

Outcome