Untapped Opportunities within the Investor Journey

By

TC Marketing

calendar_month

October 30, 2024

schedule

3

Min Read

Takeaways from the Digital Wealth Luncheon NYC

Powered by Trading Central and Direxion, the Digital Wealth Luncheon gathered industry leaders for a lunch & learn session to network and connect with peers. The session featured a keynote presentation by Investment Trends, who shared industry data and takeaways from their recent U.S. Online Investing Report. 

Popular topics of conversation throughout the afternoon included: 

Active Traders’ Segment: Preferences & Calls for Improvement: 

Active traders (those making 120+ trades per year) are increasingly interested in a range of financial instruments, such as ETFs, options, and futures. This sustained interest points to a strong market opportunity that brokers could tap into further. By engaging traders earlier in their journey and offering educational resources, brokers have a chance to capture this untapped, locative market.

  • Research tools like TC Option Insight help traders create personalized strategies using the Strategy Lab, while advanced traders get powerful tools like interactive charts and award-winning market volatility analysis. 

Despite the opportunities amongst this segment, Investment Trends found a striking 70% of active traders expressed the need for their broker to improve their research and trade ideas. This highlights a critical area that needs to be addressed - those who take action and respond to these demands will be better positioned to capture possible market share. 

Facilitating Touch Points Throughout the Investing Journey:

Survey findings found the top drivers for investors when choosing a broker are a modern platform that's easy to navigate & has powerful features that leverage technology. As investors grow and navigate their investing journey, brokers have the unique opportunity to provide value-add services and content at each stage. 

  • A.I.-driven research tools like TC Market Buzz & TC Fundamental Insight offer concise analytics that are easy to apply to investing strategies - generated from timely, reliable datasets.  

Thanks to all those for joining - it was a fantastic opportunity to connect with others and engage in meaningful conversations. 

Learn more about the Digital Wealth Events at digitalwealthevents.com

Talk to the Trading Central team

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