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Sales Use Case

Each member of the Sales Team will have access to a Market Events list for real-time targeting resulting from a Market events such as social news, alerts, analysis or announcements.

The list is formed of contacts that the AlphaStream Experience Platform deems to have a relationship with the tradable entity the market event is related to.

Refunding Accounts

In this example a target list is generated from accounts that have a high entity proximity rating to the entity EUR/USD and therefore will find this Market Event highly relevant. Rashid currently has a dormant account so is targeted for refunding. 

The list will have a higher conversion rate versus a traditional sales list because it has been created based on the previous behaviour of the contact as well as their lifecycle.

Sales contact can be supported cross channel with a Market Event Email.

sales use case
sales fund

For new accounts that have recently signed up and have potentially been using their DEMO Accounts the Trait Profiles, Market Preferences and Trading Volumes are all important data points for augmenting the sales process.

New and Demo Accounts

For new accounts that have recently signed up and have potentially been using their demo accounts Trait Profiles, and Market Preferences and DEMO Trading Volumes are all important data points for augmenting the sales process.

New Clients are particularly receptive to contact as a result of Market Events and have a increased propensity of not wanting to miss out. 

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