Audience

Digital platforms & Brokers

Converting market inspiration into executed trades

To resolve user inactivity and data fragmentation, institutional-grade analytics guide investors through a seamless journey from initial curiosity to validated action.

Personalised signals and concise analytical summaries provide the necessary confidence for immediate execution while driving platform retention.

Challenges of the segment

We help trading apps guide users from inspiration to execution with personalized, actionable investment insights

Problem

Low client engagement & lack of stickiness

Most trading sites and apps struggle to keep users actively engaged. There is little inspiration, no personalization, and limited reasons for clients to return regularly.

No differentiation in a crowded market

Charts, news, and market data are widely available and largely commoditized. Users can access similar information across multiple platforms with no clear reason to stay loyal.

Data overload, but no decision support

Trading sites and apps provide vast amounts of financial data — but little actionable insight. Retail investors feel overwhelmed and lack confidence to act.

Data overload, but no decision support

Trading sites and apps provide vast amounts of financial data — but little actionable insight. Retail investors feel overwhelmed and lack confidence to act.

Data overload, but no decision support

Trading sites and apps provide vast amounts of financial data — but little actionable insight. Retail investors feel overwhelmed and lack confidence to act.

Solution with

Drive engagement with personalized investment ideas

We deliver clear, relevant, and personalized investment insights that inspire users to act. Users come back more often — and stay longer.

Differentiate with unique, value-adding content

Our proprietary analytics transform standard market data into exclusive insights that cannot be replicated easily. We provide you with innovative way of visualisation a clients portfolio or any sector, market or index.

Convert data into clear, actionable decisions

We simplify complexity and guide users toward decisions — without requiring deep financial expertise.

Convert data into clear, actionable decisions

We simplify complexity and guide users toward decisions — without requiring deep financial expertise.

Convert data into clear, actionable decisions

We simplify complexity and guide users toward decisions — without requiring deep financial expertise.

We provide the little extra that allows a trading app to be more useful for its clients

theScreener Feed

theScreener Reports

How to activate

Inspire

Users need a starting point. Without inspiration, nothing happens.

RM then helps relationship managers use the research directly in their work.  It connects analysis to client-facing communication and internal workflows

We provide

Users discover what to buy or sell
Signals and opportunities across markets
Continuous, relevant content that triggers curiosity

Result

Users discover what to buy or sell

Validate

Before acting, users need confidence. Raw data doesn’t create confidence — clear narratives do.

RM then helps relationship managers use the research directly in their work.  It connects analysis to client-facing communication and internal workflows

We provide

Concise keyPoints explaining the investment case
Structured ratings and analytics
Easy-to-understand summaries replacing complex data

Result

User is ready to act

Trade

The user no longer just browses ideas, they move seamlessly from inspiration to conviction

The user no longer just browses ideas, they move seamlessly from inspiration to conviction

We provide

Users discover what to buy or sell
Users discover what to buy or sell
Users discover what to buy or sell

Result

Users discover what to buy or sell

Stop searching and start guiding

Differentiate your digital platform with investment content that inspires ideas, validates opportunities and supports trading decisions.

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theScreener product preview
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