Today’s investor and retail space is defined by its ability to scale. This includes the ability to attract and retain merchants, many of whom are offered countless options or alternatives. This dilemma and many topics were on full display today in Wealth 3.0: How to Attract and Retain the Modern Investor, hosted by Refinitiv.
Indeed, the COVID-19 pandemic has had a lasting impact on the investment landscape, especially for retail investors. With the rise of online trading platforms and social media communities, more individuals are participating in the stock market than ever before. This poses new challenges for market players to attract and retain these investors.
Wealth 3.0 took place today at the Parklane Hotel in Limassol, Cyprus, which turned into an engaging and collaborative event where key challenges and trending creative initiatives were discussed.
Finance Magnates Group was present as the event’s media partner, with Commercial Director Andrea Badiola Mateos moderating a panel titled Getting Personal: how to attract, activate and retain the modern investor.
The session included the following speakers:
- Damian Bunce, Chief Client Officer, Exness
- Andreas Andreou, Commercial Director, BDSwiss
- Dino Anastasiadis, Head of Solutions, EMEA, Trading Central
- Moderator (Andrea Badiola Mateos), Commercial Director, Finance Magnates Group
Wealth 3.0: Session Highlights
The session covered a variety of topics including the deployment of artificial intelligence (AI) and its role in the business sphere. According to Mr. Bunce, “We can see that people are already testing trading with the help of AI by noticing that there are small trades going on.”
This is something that many industry players want to see come to fruition, given the potential associated with this technology. By a different analogue, the speakers touched on how to target new audiences and customers, which always turned out to be a hot topic.
“Personalization and hyper-personalization are going to play a huge role in how you target the audience,” Badiola Mateos explained.
On the topic of branding and marketing, speakers also looked at omnichannel approaches and their overall effectiveness in 2023 and beyond. “In terms of omnichannel, you have to see the data and decide which channel works best for your audience and continue to send whatever material you want there. For example, I have Telegram but I rarely use it, so if you send me my balance there, I’ll never open it,” Mr. Bunce noted.
Elaborating further on this point, Mr. Andreou said that “Pervasiveness is also essential for acquiring new customers, but you need a great customer experience to retain them”.
Of course, attracting or retaining customers is one thing, but determining your target market is another. For this, the panelists spoke at length about best practices and how to implement different interfaces in global jurisdictions.
Finally, as an example, “it is important to find your target markets and create interfaces based on them. You can’t have westernized interfaces targeted at the Asian market because the data has shown that they fail very quickly,” Bunce pointed out.
Taking a different stance, Ms. Badiola Mateos opined that “any content in the form of video is guaranteed to drive higher traffic and engagement and it’s proven by data and it’s here to stay.
Today’s investor and retail space is defined by its ability to scale. This includes the ability to attract and retain merchants, many of whom are offered countless options or alternatives. This dilemma and many topics were on full display today in Wealth 3.0: How to Attract and Retain the Modern Investor, hosted by Refinitiv.
Indeed, the COVID-19 pandemic has had a lasting impact on the investment landscape, especially for retail investors. With the rise of online trading platforms and social media communities, more individuals are participating in the stock market than ever before. This poses new challenges for market players to attract and retain these investors.
Wealth 3.0 took place today at the Parklane Hotel in Limassol, Cyprus, which turned into an engaging and collaborative event where key challenges and trending creative initiatives were discussed.
Finance Magnates Group was present as the event’s media partner, with Commercial Director Andrea Badiola Mateos moderating a panel titled Getting Personal: how to attract, activate and retain the modern investor.
The session included the following speakers:
- Damian Bunce, Chief Client Officer, Exness
- Andreas Andreou, Commercial Director, BDSwiss
- Dino Anastasiadis, Head of Solutions, EMEA, Trading Central
- Moderator (Andrea Badiola Mateos), Commercial Director, Finance Magnates Group
Wealth 3.0: Session Highlights
The session covered a variety of topics including the deployment of artificial intelligence (AI) and its role in the business sphere. According to Mr. Bunce, “We can see that people are already testing trading with the help of AI by noticing that there are small trades going on.”
This is something that many industry players want to see come to fruition, given the potential associated with this technology. By a different analogue, the speakers touched on how to target new audiences and customers, which always turned out to be a hot topic.
“Personalization and hyper-personalization are going to play a huge role in how you target the audience,” Badiola Mateos explained.
On the topic of branding and marketing, speakers also looked at omnichannel approaches and their overall effectiveness in 2023 and beyond. “In terms of omnichannel, you have to see the data and decide which channel works best for your audience and continue to send the material you want there. For example, I have Telegram but I rarely use it, so if you send me my balance there, I’ll never open it,” Mr. Bunce noted.
Elaborating further on this point, Mr. Andreou said that “Pervasiveness is also essential for acquiring new customers, but you need a great customer experience to retain them”.
Of course, attracting or retaining customers is one thing, but determining your target market is another. For this, the panelists spoke at length about best practices and how to implement different interfaces in global jurisdictions.
Finally, as an example, “it is important to find your target markets and create interfaces based on them. You can’t have westernized interfaces targeted at the Asian market because the data has shown that they fail very quickly,” Bunce pointed out.
Taking a different stance, Ms. Badiola Mateos opined that “any content in the form of video is guaranteed to drive higher traffic and engagement and it’s proven by data and it’s here to stay.