A leading stockbroking app specializing in comprehensive trading services with focus on customer acquisition and engagement in the competitive financial market.
The client required a strategic partner to acquire new customers in a competitive market while encouraging initial margin transfers, upselling additional financial products, and providing personalized support to high-value customers.
We provided targeted customer acquisition strategies with optimized onboarding processes, dedicated upselling initiatives, and strategic direct brokerage generation models with enhanced inbound activation.
Their expertise in upselling and managing our MTF books has directly contributed to our significant revenue increase and enhanced client relationships.
The client faced challenges acquiring new customers in a competitive market while encouraging initial margin transfers and trades, upselling additional financial products, and providing personalized support to high-value customers.
Epicenter deployed targeted customer acquisition strategies with optimized onboarding processes and implemented dedicated upselling initiatives with strategic brokerage generation models.
Customer Acquisition Rate
Customer/Segment Activation
Avg. MTF Book Size
First Margin/Trades Ratio
Implemented optimized strategies for acquiring new customers and onboarding for first margin transfers and trades.
Established focused programs to upsell additional financial products and services to existing customers.
Developed comprehensive models for generating direct brokerage revenue and growth.
Implemented enhanced inbound activation processes for improved customer engagement and retention.