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Driving Strategic Growth Through a Customized Chat Experience

09.02.26

The Customer

Globally regulated broker transitioning into a next-generation multi-asset platform. While historically known as a CFD and Forex leader, the company is expanding its global reach to offer a seamless trading experience across stocks and futures. They serve millions of clients across the EU, Middle East, and North America.

Company ID

  • Vertical: Trading Platform
  • Market: Worldwide
  • Assets Covered: Stock, Cryptocurrencies, Forex, Commodities, Indices
  • Supported Languages: English & More
  • # of Customers: 400K Active Users

 

The Challenge

The Broker Faced Four Main Challenges: 

  1. Increase User Acquisition:
    Attracting new users through engaging and embedded value-driven solutions.
  2. Streamline High-Volume Support:
    Handling growing support requests efficiently while keeping response times fast.
  3. Boost Trading Volume:
    Leveraging improved engagement by delivering a better experience.
  4. Becoming a Multi Asset Broker:
    Diversifying and cross- selling from CFDs to offer a wider range of financial instruments.

 

The Solution

Customized Bridget™ – AI Chat for Investments and Beyond
To address these challenges, BridgeWise established dedicated task forces, intern-driven chat for each hurdle, providing comprehensive support through every stage of the integration. BridgeWise introduced a freemium onboarding strategy via BridgetTM to accelerate user acquisition. This journey was designed to drive high-conversion sign-ups by gating premium insights behind registration or login requirements after a set number of interactions.

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The Solution Delivers Its Impact Through Four Core Capabilities:

  1. Freemium Onboarding via Bridget™: Driving high-conversion investor platform sign-ups by requiring registration or login after a certain number of interactions to access premium insights.
  2. Proprietary FAQ Support Integration: Bridget™ integrates the broker’s proprietary documentation as a support layer, enabling it to handle high-volume queries and streamline workflows.
  3. CTA within Discovery: BridgeWise integrates real-time insights and context-driven CTAs, guiding users to invest directly during discovery.
  4. Multi Asset Exposure: Bridget™ makes diverse asset classes accessible on a single platform, helping the broker expand as a multi-asset broker while giving investors the confidence to trade with rationale-based insights.

 

The Results

Through Bridget™’s integration, the broker achieved operational scalability and higher user engagement, driving strategic growth with a tailored conversational experience.

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