Solitics Redefines Customer Engagement for Financial Industry Players


a household name that rose to prominence for its state-of-the-art customer
engagement technology, is set to reshape the way online brokers, prop firms,
and banks engage clients. For good.

From client onboarding to lead nurturing, marketing, reactivation, and
everything else in between, Solitics’ value proposition for financial services
industry players promotes a unified approach to marketing automation
management. Its customer engagement solution substantially increases trading
platform usage among customers and grows user value while eliminating
operational hurdles and maximising their speed-to-market.

Starting from the premise that “Data is at the heart of marketing”,
Solitics prioritises “hyperpersonalisation”. In the dynamic realm of online
trading, live charts and personalised alerts reign supreme. This is where
Solitics’ hyperpersonalisation comes into its own, empowering brokers to
leverage real-time analytics on their portfolio’s risk level, price
fluctuations and market updates affecting their clients’ traded assets to craft
personalised pop-ups and alerts.

Thanks to its unique architecture underpinned by a powerful underlying
CDP (Customer Data Platform) technology, Solitics’ Customer Engagement solution
not only simplifies marketing operations end-to-end by throwing automation into
the mix, it opens new avenues for retention and conversion professionals.
Equipped with a gamification layer, the platform supports widgets and visual
aids, allowing brokers to create a lasting experience for their traders.

Referring to hyperpersonalisation as “the heart of everything we do”,
Solitics Founder and CEO Tomer Baumel highlighted the importance of “connecting
with your customers at a deeper level by reaching them where they are.”

“Whether they are first-time visitors or existing customers, Solitics
gives you the right tools to make their experience truly great.”

Winning clients over with a
gamified approach

Gamification has been around for over a decade, however, online trading
industry players have only just made timid steps towards gamification through
prop trading, as a new way to engage traders. But how can marketing and
conversion teams leverage gamification to increase engagement? Solitics has the

With a decade of hands-on experience in the fintech space, the agile
technology provider understands the importance of customer engagement through
intelligent marketing techniques. Its
customer engagement platform leverages gamification to help brokers, prop
firms, and banks to help deliver unique customer experiences and generate
engagement through storytelling.

Empowering brokers to unlock the benefits of storytelling by utilising
embedded visual elements, such as top traded assets’ progress, smart financial
reports comparison, personalised pop-ups, and other customisable, gamified
widgets that can “tell the story” of an asset in the blink of an eye.

“In an increasingly dynamic trading world, it is vital for brokers to
be able to arm traders with the nuggets of information they need to navigate
the ins and outs of trading the financial markets with confidence. This is
exactly where Solitics really shines,” Deena Komisar, Solitics VP of Marketing

Thanks to its advanced algorithm, the platform collects data relating
to user activity in real time and furnishes invaluable customer-specific
insights. All this combined with Solitics’ ability to connect to external data
sources, such as experts analytics, breaking news, and insights on investment
opportunities empowers marketing and sales professionals to send targeted
offers to these users, in a variety of formats – pop-ups, emails, instant
messaging, and others.

From an operational perspective, this significantly simplifies the
day-to-day of marketing professionals, enabling them to map out entire customer
journeys, mix, match, and adapt as they go along. In Deena Komisar’s words,
“the unknown becomes known, giving marketers the laser focus to convert
potential visitors into leads, and paying customers into savvy and loyal

What’s in it for admin

In addition to simplifying marketing operations, Solitics’ customer
engagement platform relieves compliance and back-office professionals of the
pressure of cumbersome KYC, and trade reporting.

Fully GDPR- compliant, the platform’s Reporting Module provides all the
data needed to navigate the complexities of their day-to-day- from granular
reports to detailed financials, and more.
Moreover, know-your-client (KYC) process automation and triggering in
response to user action or inaction makes the overall verification procedure
more transparent and straightforward.

No development. Shorter

IT professionals can benefit significantly with Solitics. Market
players interested in integrating the customer engagement platform can easily
do so by providing their API keys to the Solitics technical team. No
development, no complex coding required. The best part? The platform comes with
a 45-day commitment, allowing brokers to get up and running in a matter of
weeks, not months. Furthermore, Solitics remains committed to delivering the
best experience to its clients.

A dedicated customer success team will assist the broker’s in-house
marketing and product teams every step of the way – from onboarding to
implementing marketing campaigns and journeys. Numbers speak for themselves.

Recent customer reviews rank Solitics as a technology provider of
choice, with 98% of the customer engagement platform users citing “ease of use”
as the strongest point. At the same time, 93% of users said they would
recommend Solitics, particularly for the high “quality of support”.

With a powerful all-around solution that streamlines the entire
business cycle, from client onboarding to marketing and retention, and
compliance to reporting, Solitics stands out as a technology provider of choice
for financial institutions of all sizes.

By prioritising customer loyalty and enhanced user experience through
technology enablement, Solitics empowers businesses to create meaningful
connections with their clients and deliver unique and engaging experiences that
drive conversion and retention.

to learn more about its customer engagement platform and
see first-hand how it can help your business reach new heights.


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