Revolutionizing the Investor Journey: Smarter, Effortless Trading

Company ID

• Vertical: Brokerage Platform
• Market: Israel
• Assets Covered: US Stocks, International Equities
• Supported Languages: Hebrew
• # of Customers: 250,000+

The Customer

IBI is Israel’s second-largest brokerage platform, renowned for empowering self driven retail investors. Their flagship app, IBI SMART, enables low-cost U.S. stock trading while providing professional tools for independent portfolio strategy building.

The Challenge

Tackling Research Gaps to Prevent Investor Churn

Despite offering analyst recommendations and real-time updates, IBI struggled to keep users engaged due to coverage gaps in listed stocks and reports available only in English, which deterred Hebrew-speaking users.

The search bar further worsened the issue by directing users to stocks without research, leading to drop-offs and users seeking information elsewhere, returning to the platform on average after three days.

IBI needed to:

• Eliminate coverage gaps ensuring all stocks displayed recommendations
• Deliver research in the investors native language
• Streamline discovery and insights delivery to avoid session abandonment
  

   

The Solution

Seamless Integration of Research for an Enhanced Discovery and Trading Experience

IBI partnered with Bridgewise to transform their platform into a one-stop solution for discovery, investment intelligence and trading. Through a custom API integration, IBI addressed coverage and usability gaps to ensure a seamless investor journey.

The Results

By integrating localized investment intelligence with an intuitive user flow, IBI successfully retained users, enabled confident trading, and strengthened its standing as Israel’s leading brokerage platform, delivering a seamless and personalized investment experience.

Key Initiatives Included:

1. 1. 1. 1. 1. Enhancing Stock Discovery with a tailored screener that ensured full coverage.
2. Embedding stock insights in asset overviews to encourage views.
3. Adding clear Buy/Sell CTAs in detailed reports, prompting immediate trading decisions

Conclusion

Through its partnership with Bridgewise, IBI has strengthened its position as a leader in customer-focused brokerage services. By leveraging AI-driven solutions, IBI has enhanced the trading experience and empowered its retail investors. If you want to know more about Bridgewise investment intelligence solutions and how they can transform your company, reach out.