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 ...
Back to blog
Driving Global Engagement Through a Personalized, Customized Chat
The Customer
A leading global fintech group that provides high-performance trading platforms, serving a vast international community of retail and professional investors. Operating across dozens of countries and multiple regulated markets, the broker aims to deliver intelligence of financial markets through a user-centric, technology-first approach.
Company ID
- Vertical: Trading Platform
- Market: Worldwide
- Assets Covered: Stock, Cryptocurrencies, Forex, Commodities, Indices
- Supported Languages: English & More
- # of Customers: 254K Active Users
The Challenge
The Broker Faced Three Main Challenges:
- Minding Regional Operational Aspects:
Enabling a scalable solution that caters to investors and traders from different locations and complies with varying regulatory requirements. - Unified Chat Experience:
A single conversational interface that enforces personalized, location-based regulations and integrates firm pricing, while delivering investment analysis and customer support. - Designing a High-Quality Conversational Experience:
Enabling a clear, trustworthy, and engaging chat that delivers personalized insights and supports discovery for different types of investors.
The Solution
Customized Bridget™ – AI Chat for Investments, Built on Finance Native Intelligence
The broker partnered with BridgeWise to launch Bridget™, an AI chat experience built on finance-native intelligence and designed to support investor decision-making. To address the broker’s unique challenges, BridgeWise analyzed the platform’s diverse regions, jurisdiction- specific regulatory requirements, and integrated proprietary internal data, including pricing, to ensure full transparency for investors. The result is a customized conversational solution that enforces personalized, location-based regulatory compliance, delivers firm pricing directly in the chat, and provides answers based on both proprietary data and investment analysis.
The Solution Delivers Its Impact Through Three Core Capabilities:
- Adhere to Specific Regulatory Environments Across Global Customer Base: Bridget™’s answers are adapted to nine different regulatory environments, each with its own specific logic and operational constraints based on the user’s geography.
- Personalized Engagement: Delivering tailored prompts and insights across five distinct user segments, from beginners to professionals, including CTA buttons for easy execution and opening up new content worlds.
- Integrated Content: Combines BridgeWise’s AI-driven recommendations with platform-specific data, including real-time prices and FAQs — to deliver insights that are contextual, actionable, and fully aligned with the platform’s ecosystem.
The Results
Through the integration of Bridget™, the broker has created a single conversational journey tailored to their specific regulatory requirements, embedding firm pricing directly into the chat and providing both FAQs and investment analysis.
