Today’s investors expect more than fast trades. They want real-time insights, timely nudges, and personalized support that aligns with their goals.
This playbook helps brokerage firms shift from transactional service to long-term engagement. Learn how to increase trades, boost retention, and grow wallet share with data-led, real-time strategies that deliver value across the investor journey.
This tactical guide outlines essential strategies for every brokerage firm:
Smooth onboarding through KYC and product activation
Smart nudges that accelerate the first trade
Real-time prompts to encourage frequent transactions
Cross-sell and upsell campaigns tailored to investor profiles
Hyper-personalized journeys based on trading behavior
Winback strategies and loyalty programs to re-engage and retain
Each use case includes a clear problem-solution breakdown, channel recommendations, effort levels, and expert tips to help you move from planning to execution, quickly and effectively.
