Retaining long term, solid customer base via a CFD robo-advisory tool
The emergence of the robo-advisory trend had brought Tradency, in 2015, to initiate the development of infrastructures and designing of products that meet market demands.
Automatic asset allocation,
Online risk assessments,
The SI CFD opens a new market niche which can be used primarily as a retention tool and a vehicle to attract substantial AUM. The service uses existing broker infrastructures, thus incurring zero additional costs for the broker.
Smart Investor CFD value proposition:
Prolong client lifespan - preventing clients churn by offering long term solid investment channel
Creating a new source for AUM
Resale and upsale for "in-the-system" live clients
Promoting innovative reputable organization culture and practices