Delivering the Modern Investor Experience: A Conversation with Excent Capital’s Jethran Gómez
Today’s traders expect a lot from a platform: the depth of professional tools with the simplicity of ...
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Driving Engagement and Retention Through SignalWise Reasoning-Layer Alerts
The Customer
Award winning, multi regulated broker and a global leader in Forex and CFDs. Serving investors across 190 countries, it offers over 1,400 instruments, including currencies, stocks, indices, and commodities. Backed by a strong regulatory presence in the EU, Australia, and the Middle East.
Company ID
- Vertical: Trading Platform
- Market: Worldwide
- Assets Covered: Stock, ETF, Cryptocurrencies, Forex, Commodities
- Supported Languages: English, Spanish, Arabic, Portuguese, French & More
- # of Customers: 5M+ Active Users
The Challenge
The Broker Faced Two Main Challenges:
- Maximizing Investor Lifetime Value:
Particularly those who may be losing money and are at risk of churning. - Low Asset Adoption:
Insufficient exposure to new or diverse assets is constraining trading volume.
The Solution
Integration of SignalWise, Timely Notifications for Market Events
To overcome its core challenges, the broker integrated BridgeWise’s SignalWise, providing real-time signal insights for market events with a clear reasoning layer that gives context to each signal, turning insights into actionable market intelligence. The implementation aims to turn investors into active traders with highly personalized, AI-driven alerts.
The Solution Delivers Its Impact Through Three Core Capabilities:
- Personalized Insights: Delivering personalized alerts by profiling investors to identify and signal the most relevant asset types and companies based on their interests.
- Contextual Reasoning Layer: Adds context to market events by incorporating insights from news, macroeconomic data, and technical indicators to explain an alert. This helps investors understand what’s driving the signal and ultimately empowers them to make informed, data-driven decisions.
- Driving Cross-Asset Engagement: Leveraging personalization capabilities to surface relevant opportunities outside an investor’s current holdings, expanding their exposure to new asset classes.
The Results
Through the integration of SignalWise, the broker has boosted engagement across its diverse investor base and strengthened its live notification capabilities. By delivering personalized, timely alerts for market events, each supported by clear, data-driven reasoning, the broker ensures its investors receive the insights they need to stay
actively engaged and build long-term trading confidence.
