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.
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.
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.
Easily restyle the Devexa widget to match the design of any trading platform or a customer portal.
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!
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.
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.
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.
Delivers instant stock recommendations, fundamental metrics, and macro insights with BridgeWise’s multilingual AI trained on global equity research.
“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. ”
“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. ”
“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. ”
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