Tradency Deploys CFD Robo Advisor, Shoring Up Retention Capabilities

Tradency’s Smart Investor CFD helps facilitate a new service that strengthens brokers' retention tools.

Tradency, a provider of solutions and services for the fintech industry, has launched a new contracts-for-difference (CFD) robo-advisory services, tapped Smart Investor CFD, helping strengthen retention capabilities for brokers, per a company statement.

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In particular, Tradency’s Smart Investor CFD helps facilitate a number of new functionalities for brokers can effectively use the new solution to buffer their retention tools, whereby a vehicle to attracting AUM. One of the draws of the new service will also be its versatility, which can assimilate into any broker’s existing infrastructure.

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As such, Smart Investor CFD will also be offering a long-term, solid investment channel for a wide range of customers, with the fundamental aim of retaining such clients, ensuring they do not abandon their current trading regiment. Moreover, the new service will also aim to lengthen existing client’s lifespan, helping mitigate the churn levels and outgoing clients.

Lior Nabat
Lior Nabat

According to Lior Nabat, Tradency’s Chief Executive Officer (CEO) in a recent statement on the service launch, “In addition to churn issues, brokers who implement the SI CFD will enjoy a new source of sizable AUM and resell and upsell opportunities to these remaining live clients in the system”.

“The emergence of the robo-advisory trend had brought us, in 2015, to initiate the development of infrastructures and designing of products that meet market demands,” he added.

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