With some US brokerages experiencing nearly 50% of trades on mobile throughout 2018, the case for mobile within everyone’s product strategy is clear. That's why we've made it simple for you to harness the actionable, award-winning analytics known to engage your investors within your mobile website or app.
The tips below are tried and true with one North American broker seeing an 87% increase in investors reached within 2 months of implementation!!
With 80% of Technical Insight's usage coming from direct searches, embedding our easy Technical Summary Score lookup is a quick win! We know you need flexible integration options to match your technology strategy which is why we have three efficient options:
1. Use our API to build your own unique mobile experience!
2. Leverage our mobile-ready UI to:
Launch to web from your native app
Embed Technical Insight within a web container in your app
At the recent Online Broker Summit, Sean McDermott showed examples of how three leading brokers are leveraging client data to provide personalized, proactive investor support. We're big supporters of this trend because it benefits both you and your customers!
Most investor logins involve checking their account, but don’t necessarily involve your research centre. That's why we recommend embedding our Summary Score within your watchlist and holding pages. Providing this concise directional outlook on the instruments your customers care about most is proven to draw people deeper into your research.
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Alert emails are the 2nd most popular entry point into Technical Insight, and nearly half are opened on a phone. When you launch or embed our mobile-ready app, it includes easy setup of alerts for your customers.
Push notifications are a significant source of consumer attention on mobile, so why not take alerts a step further to take advantage of this channel to keep your investors informed? Our API makes it possible for your app developers to set and get alerts to build into your own services. Ask us how to optimize the frequency of notification for your investors.
Our Customer Success and User Experience teams are here to help your online brokerage envision how to place relevant analytical insights into the moments that matter to your investors... meeting new consumer expectations for proactive assistance in an easy seamless experience.
