How Devexperts Helps Clients Retain Revenues
At Devexperts, we often find ourselves nudging clients and prospects to appreciate the power of the data they generate in their operations, and to consider how to use it. However, as with so much else in life, sometimes leading by example, being the change you want to see (and other related clichés) tends to work best.
Leading by example
To this end, we set about seeing how we could do a version of what we’re regularly proposing to our clients in our own operations. The task was to turn the huge amounts of trading data that DXtrade provides us into something that would benefit both our clients and us.
Firstly, our software engineers and data scientists created an internal platform to enable querying and analysis of that data. Then we spent some time with it, observing trends in trading behavior and how those trends correlated with or contradicted the broader market narratives in effect at the time.
The first edition of our Devexperts Insights report is an example of this work, and a taster of things to come. This version was designed to provide new research that could be of interest to the wider trading community. It focuses on broader market narratives and offers key insights to prompt both traders and trading venues to consider how they can improve their respective efforts.
A couple of examples of the kinds of topics this first public report addresses are as follows.
- DXtrade data revealed an interesting connection among the most-traded symbol, the best-performing asset, and the most losing symbol over the reporting period. A connection that should be equally sobering for both brokerage firms and individual traders.
- The report also highlights that users of the DXtrade platform profited from a niche trade on the periphery of the AI boom, which became the most profitable symbol for DXtrade users over the reporting period.
More broker-specific trends on how traders are converted, activated, and retained will be available in a separate report, to be distributed to our mailing list subscribers before the close of Q1. You can gain access to the report the moment it drops by subscribing to our newsletter. Simply press “subscribe” at the top right-hand side of this page, or use the form below this article.
A teaser from the next, broker-specific, report
As a sample of the kind of data you can expect, our broker-specific data shows how DXtrade customers have improved their business performance across several metrics over the past year.
- First trade conversion times for DXtrade clients fell between 2024 and 2025, meaning the time between account creation and the first trade is shorter.
- Between 2024 and 2025, DXtrade users are depositing more frequently.
- Deposit sizes for individual accounts have surged from 2024-2025
How to retain revenue using DXtrade
We now turn our focus to how our clients’ internal data can be used to support revenue retention. The anonymized behavior data provided by our DXtrade platform, combined with the AI tools we offer, allow our brokers to plug the leaks in their processes that lead to lost revenues.
Below, we present several examples of how our software is being used to actively stem this flow, along with suggestions for how brokerage teams can use DXtrade revenue-retention tools to perform personalized outreach to high-value accounts.
Churn prediction and pre-emptive support
On the backend, brokerage teams are furnished with client churn predictions, which give an indication of the users most likely to drop off. These are derived by feeding AI a variety of engagement metrics derived from user trading data and other behavioral telemetry. This information is provided as regular reports that allow retention teams to formulate timely, actionable response plans. An API is also available for direct integration into the broker’s CRM.
Brokers can use insights from churn prediction reports to formulate personalized interventions, informed by the individual client preference data the system provides. This information allows retention teams to prioritize the order in which they reach out to clients, for example, focusing on high-value ones first, or those most at risk of dropping off.
Community features
DXtrade now comes with community features, allowing traders to participate in group and 1-to-1 chats. Time spent in applications directly translates to increased revenues; there’s no two ways about it, particularly in an activity like trading, which is solitary and can be emotionally taxing.
The research on this is unambiguous. Users are less likely to delete an app when they’ve had meaningful interactions through it. This is out-of-the-box “stickiness,” just by allowing your clients to interact with each other via the platform.
Group chats allow knowledge to trickle down from experienced traders to beginners, providing free education and helping with the steep learning curve that can lead to beginners dropping off. Other assets, trade setups, different analysis styles, and approaches to risk management can flow between users independently of planned content drives, which can be costly and time-consuming.
Finally, these interactions can become a valuable source of data. Public chats can be a rich source of user preference data and trend identification. They can be used to hone the business’s communication style, instrument offering, and content type.
In-platform communications tool
Last, but not least, DXtrade offers ways to interact with your users that help your business retain clients before retention even becomes an issue. The platform allows communication to take place in a manner that solves problems before they escalate, helps deal with them efficiently when they do, and improves customer satisfaction by leaving clients feeling heard and attended to.
On the front line, our AI communication agent is able to field routine queries and simple issues that human support staff would otherwise be inundated with. This allows support teams to take over when a problem is a little too nuanced for the AI.
The communications interface allows support agents to see these interactions taking place in real time and to take over as required. When this connection has been established, the client is able to jump on a call with the agent, share their screen, and highlight the issue they’re experiencing by drawing on the screen. This allows the agent to see exactly what’s going on and to document the issue, which reduces friction and saves time, allowing the right member of staff to be notified and presented with the facts, leading to speedy resolution.
To sum up
DXtrade is much more than a trading platform; it’s a highly interactive hub through which all important client activities take place, including communications. Traders can stick around to banter and talk shop, and brokerage teams on the backend can enjoy the same great experience and ease of use as those traders get on the front end.