Today’s retail investors have access to an overwhelming amount of content and data through their brokerage platforms and across global media portals. The resulting analysis paralysis leaves investors taking no action creating a drop in user engagement and ROI.
According to Investment Trends’ 2023 Online Investing Report, the number of retail investors likely to look for a new broker is the highest it’s been in seven years. Clients switch if they can’t find the services they need or if elsewhere offers an improved experience.
So, what can digital wealth platforms do to retain and attract new users? Here are four ways to boost engagement and trading activity:
A.I. excels at converting big data into timely analytics that investors can actually make sense of. Peppering these analytics throughout key areas of your platform can spark moments of insight, pulling investors deeper into your available research and supporting confident action.
In 2019, Trading Central launched proprietary A.I. tools that convert billions of data points into actionable insights to assist investment decisions. These span widely used investment decision criteria from news, sentiment, fundamental, economic and technical realms.
Our in-house integration experts and dedicated customer success are here to help you sprinkle A.I. driven insights across your web and mobile application, to expose users to investment opportunities.
In today's war for attention, your data needs to be understood at a glance. This is where simple and icon visualization become key. Trading Central’s advanced indicators like the Sentiment Signal and Sentiment Score indicate informed buy/sell decisions based on market mood-swings in a visually compelling manner.
These call to actions are considered actionable financial insights because they empower investors to make a clear decision. Meanwhile, transparent analysis lets users dig as deep into the research as they’d like.
Investors are looking for analytics and content that’s relevant to their unique portfolio, investing goals and risk levels. It’s important to take time to understand your user’s core objectives and usage patterns so your brand can reach them with appropriate communications and messaging.
Portfolio and watchlist pages are a great place to start with personalized insights. Integrating data on pages that users return to often and spend large amounts of their time keeps them active on your platform.
It’s also important to consider what communication channels your users are most active on. For example, what’s the best way to let them know that a stock on their watchlist currently has a bullish technical outlook? This could be by email, a text message or by app notification.
Research shows that 71% of customers trust brands more when they receive communications in their native language. Trading Central research can be integrated in 40+ languages and spans different analysis types, empowering investors of all skill-levels with transparent, data-driven analysis.
Brokers can embed Trading Central insights using an integration method that aligns with their goals, including APIs, iFrames and widgets. Building a lasting relationship with your users means providing tools, education and personalized communications that enables them to grow their investment accounts.
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