The broker set up an automated user re-engagement campaign that was triggered after 21 days of inactivity. Inactive users received personalized offers via their preferred messaging app using Devexa’s broadcasting feature. Offers included a 20% reduction in trading fees for the following week and market insights tailored to their past trading activity.
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 was low. To address this, they launched a targeted campaign promoting zero-fee index trading for a three-month period. This was communicated via messaging apps, with trading made accessible directly in the apps with the help of Devexa.
*The figures are based on our independent research. Your results may differ, as they 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 uniquely built to integrate with any trading platform. This means she immediately extends your investment platform’s functionality. Deliver a standout experience to clients anytime, anywhere.
Prompt immediate trading through preferred channels (Discord, Telegram, WhatsApp, and more) with personalized, actionable alerts. Monetize high-value, time-sensitive insights with the premium broadcasting feature (billed automatically in-platform).
Encourage consistent trading with tools for automated investing, complemented by a personalized news feed based on each user’s trading portfolio.
Gather user preferences and insights, share educational materials (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.
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).
Devexa understands trader lingo. Use her for fast 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 generative AI for complex queries and free-text engagement.
Promote webinars, expert talks, and live sessions. Provide on-demand, AI-powered reports, recommendations, and insights into markets and portfolio performance.
Reduce churn and increase time on platform by offering social trading, group mentorship, idea exchange, and strategy discussions—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 and resistance levels, trend insights, 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 far 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 features. Traders discuss strategies and share charts, voice notes, and PDFs with each other without leaving our broker portal. We’ve noticed it helps increase logins and trading volume without security risks. ”
Devexa is ready to make it a reality.
Bu butona basarak, Devexperts'in kişisel bilgilerimin işlenmesine ilişkin gizlilik politikasını kabul ediyorum.
