Meet Devexa,

Your AI-powered
Client Engagement
Superhero

Book a demo
winner FinTech Global’s most innovative AI solution providers
2025 AIFINTECH 100

Industries Devexa is designed for

Brokers
Re-engage dormant traders and increase activity with personalized insights and actionable notifications.
Funded trader & Prop firms
Enhance trader education and performance with AI-driven analytics and proactive guidance.
Banks
Streamline client queries and provide instant assistance with integrated human and AI tools.
Insurance agencies
Simplify complex product inquiries and increase conversions with AI-powered guidance.

Why choose Devexa?

Increase trading activity
Inspire users with timely signals and actionable insights.
Increase trading activity
Deepen client connection
Inject value into every interaction. Deliver fast, personalized support to maximize satisfaction.
Deepen client connection
Drive long-term loyalty
Re-engage inactive users with targeted messages and offers. Build solid, long-term loyalty.
Drive long-term loyalty
+20%
Trading Activity Rate increase over three months

The broker created a re-engagement campaign triggered automatically for users inactive for 21 days. These users receive personalized offers in their preferred messenger with the broadcasting feature of Devexa. They received offers such as a 20% reduction in trading fees for the next week, or market insights tailored to their past trading habits.

+10%
Average Revenue Per User increase over three months

The broker used Devexa to track clients with growing trading volume and targeted them with VIP services like lower fees or exclusive features using the broadcasting feature of Devexa.

+15%
Live Time Value increase from high-value clients over six months

The broker identified that index traders generate 20% higher revenue per user, but adoption among the client base is low. To address this, they launched a targeted campaign promoting zero-fee index trading for a three-month period. This was communicated via messengers, with trading made accessible directly from the messenger apps with the help of Devexa.

*The figures are based on our independent research. The results may differ from your firm as the results depend on the AI’s fine-tuning, hosting, and permitted cloud services.

White-labeling for brand consistency

Easily restyle the Devexa widget to match the design of any trading platform or a customer portal.

White labeling image
White labeling image
White labeling image

Seamless integration
into any trading platform

In addition to websites, Devexa is also uniquely built to be integrated with any trading platform! This means she immediately extends your investment platform’s functionality.
Deliver a stand-out experience to clients anytime, anywhere!

Features for
fueling engagement

Book a demo
Custom notifications, premium broadcast messages and trading signals with multi-channel availability

Prompt immediate trading across preferred channels (Discord, Telegram, Whatsapp, etc.) with personalized and actionable alerts. Monetize high-value and timely insights with the premium broadcast feature (auto-billed in platform).

Feature image
DCA/Recurring orders and personalized news

Encourage consistent trading with tools for automating investments, complemented by a personalized news feed based on the user’s trading portfolio.

Feature image
Polls and surveys, content sharing, and lead form collection

Gather user preferences and insights, share educational material (PDFs, videos, webinars) to engage users, and capture potential client interest through interactions.

Feature image
Custom notifications, premium broadcast messages and trading signals with multi-channel availability

Call clients directly from the platform when they are online. Avoid extra tools, international fees and context-switching. Increase response rates and streamline engagement with real-time, compliant voice calls.

Feature image

Features for
fueling engagement

Book a demo

Prompt immediate trading across preferred channels (Discord, Telegram, Whatsapp, etc.) with personalized and actionable alerts. Monetize high-value and timely insights with the premium broadcast feature (auto-billed in platform).

Encourage consistent trading with tools for automating investments, complemented by a personalized news feed based on the user’s trading portfolio.

Gather user preferences and insights, share educational material (PDFs, videos, webinars) to engage users, and capture potential client interest through interactions.

Call clients directly from the platform when they are online. Avoid extra tools, international fees and context-switching. Increase response rates and streamline engagement with real-time, compliant voice calls.

Feature image Feature image Feature image Feature image

Features for
fortifying retention

Book a demo
AI chatbot and human agent support tools

Understands trader lingo. Instant query resolution and proactive support. Human agents can use chat, video calls, and co-browsing to provide personalized support.

Feature image
Generative AI and Knowledge Base Integration

Centralized, AI-powered self-service options, including advanced AI for complex queries and free-text engagement.

Feature image
Technical analysis tool, AI-powered trading reports,  event invitations, and wealth management charts

Promote webinars, expert talks, and live sessions. Provide on-demand AI-powered reporting, recommendations, and insights into markets and portfolio performance for users.

Feature image
Community feature

Reduce churn and increase time-on-platform by offering social trading, group mentorship, idea exchange, and strategy discussion, all within a secure, broker-hosted space.

Feature image

Features for
fortifying retention

Book a demo

Understands trader lingo. Instant query resolution and proactive support. Human agents can use chat, video calls, and co-browsing to provide personalized support.

Centralized, AI-powered self-service options, including advanced AI for complex queries and free-text engagement.

Promote webinars, expert talks, and live sessions. Provide on-demand AI-powered reporting, recommendations, and insights into markets and portfolio performance for users.

Reduce churn and increase time-on-platform by offering social trading, group mentorship, idea exchange, and strategy discussion, all within a secure, broker-hosted space.

Feature image Feature image Feature image Feature image

Our partners

Technical Analysis with TechSignals

Provides on-demand technical analysis and chart signals, using TechSignals’ proprietary engine built by veteran quant traders and technicians to deliver multi-timeframe support/resistance, trend insight, and pattern alerts.

TechSignals
Investment Insights with Bridgewise

Delivers instant stock recommendations, fundamental metrics, and macro insights with BridgeWise’s multilingual AI trained on global equity research.

Bridgewise

Success stories

Alle Fallstudien

Don’t just take our word for it

“Devexa has allowed us to make it feel like the experience was individually designed for each of our clients, even at scale. We’ve been able to do this without adding any resources. Automated and personalized push alerts with trading signals, insights, and educational content have helped us take engagement to a different level, helping us make a meaningful connection with our traders. ”
— CTO, Retail Broker
“We used to spend way too much time answering the same questions. Now Devexa handles onboarding, market updates, and support queries automatically. We’ve noticed more logins and more transactions as a result. ”
— Head of Ops, Multi-Asset Platform
“We’ve been able to engineer engagement into our platform using Devexa’s community feature. Traders discuss strategies, share charts, voice notes, and PDFs with each other, and without leaving our broker portal. We’ve noticed that it helps to increase logins and trading volume, without the security risks. ”
— Head of User Experience, Digital Wealth Platform

Ready to re-activate your traders and master long-term loyalty?

Devexa is ready to make it a reality.

trading platform

Mit dem Klick auf „Absenden“ stimme ich der Datenschutzrichtlinie von Devexperts zur Verarbeitung meiner personenbezogenen Daten zu.