Is Technical Insight built into your mobile strategy?

Top tips to get started:

01.

Add our Technical Summary Score to your stock quote & account holdings

02.

Embed the Technical Lookup into your mobile app

03.

Set up easy Technical Alerts

04.

Get a custom mockup from us!

Why offer Technical Insight in mobile?

With some US brokerages experiencing a 35-50% increase in the number of logins on mobile throughout 2020, the case for mobile enhancements 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!!

+61 in Satisfaction

JD Power's 2018 satisfaction survey found that adding mobile research options resulted in the highest overall satisfaction increase.

50% of Trades

One US Broker reported 50% of trades were placed on mobile throughout 2018. With new investor cohorts preferring mobile, many expect this figure to rise.

79% of Millennials

A Bank of America study found that 79% of millennials are interested in banking through mobile channels.

50% of Trades

One US Broker reported 50% of trades were placed on mobile throughout 2018. With new investor cohorts preferring mobile, many expect this figure to rise.

+35% in Mobile Logins

Investopedia reported many brokers have experienced a 35-50% increase in logins from mobile devices in 2020.

45% of Millennials

JD Power's wealth management mobile app study found that 45% of millennials said they used mobile channels more in 2020.

1. Embed the lookup in your mobile app.

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

2. Offer portfolio-driven insights

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.

3. Set up easy alerts

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.

Convinced yet?
We're here to help.

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.

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