Use search keywords and tool usage data to provide personalized investment ideas and content.
Track preferences and behaviors to create a more engaging and relevant user experience.
Use aggregated data to identify trends and improve overall service delivery and client satisfaction.
Our platform tracks a wide range of user data, including Ticker ID, Portfolio ID, News ID, Document ID, User ID, search keywords, tools used, and IP address. This comprehensive tracking ensures that we capture every relevant user interaction.
All our front ends are driven by APIs, making each user click trackable. This allows for real-time data collection and analysis, providing a detailed understanding of user behavior across various touchpoints.
We normalize the data collected to ensure consistency and accuracy. This process involves storing data in a structured format, making it easy to analyze and utilize for better user behavior analysis.
We are helping our clients save approximately 25% in wealth management costs and boost relationship manager productivity by 50%.
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