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 Fintech Financial Technology (fintech) is defined as ay technology that is geared towards automating and enhancing the delivery and application of financial services. The origin of the term fintechs can be traced back to the 1990s where it was primarily used as a back-end system technology for renowned financial institutions. However, it has since grown outside the business sector with an increased focus upon consumer services.What Purpose Do Fintechs Serve?The main purpose of fintechs would be to suppl Financial Technology (fintech) is defined as ay technology that is geared towards automating and enhancing the delivery and application of financial services. The origin of the term fintechs can be traced back to the 1990s where it was primarily used as a back-end system technology for renowned financial institutions. However, it has since grown outside the business sector with an increased focus upon consumer services.What Purpose Do Fintechs Serve?The main purpose of fintechs would be to suppl Read this Term 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.
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
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.
Tradency, a provider of solutions and services for the Fintech Fintech Financial Technology (fintech) is defined as ay technology that is geared towards automating and enhancing the delivery and application of financial services. The origin of the term fintechs can be traced back to the 1990s where it was primarily used as a back-end system technology for renowned financial institutions. However, it has since grown outside the business sector with an increased focus upon consumer services.What Purpose Do Fintechs Serve?The main purpose of fintechs would be to suppl Financial Technology (fintech) is defined as ay technology that is geared towards automating and enhancing the delivery and application of financial services. The origin of the term fintechs can be traced back to the 1990s where it was primarily used as a back-end system technology for renowned financial institutions. However, it has since grown outside the business sector with an increased focus upon consumer services.What Purpose Do Fintechs Serve?The main purpose of fintechs would be to suppl Read this Term 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.
Don't miss your last chance to sign up for the FM London Summit. Register here!
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.
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
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.