Automating the customer relationship for fun and profit

Someone somewhere clicks an ad for your brokerage and goes to your site. They read a few bullets of key selling points and decide to sign up for a demo of the trading platform. The trader executes a few trades and decides to look at it again later. Crickets.

So your sales people call them a few days later to discuss opening an account but “this is not a good time” and the trader hardly remembers signing up in the first place. Opportunity lost.

So what went wrong? Is this just a bad lead or could the broker have done better? With automation comes the potential for Just in Time Communication. Imagine the same scenario but with the benefits of automation.

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