Enhance your systems

Clara, our personalization engine, enhances your systems so you can provide
better insights, engagement, education, and experiences.
How it works

Personalize financial service experiences

Clara takes your existing systems and enhances them with personalization. Here’s how it could work for you.

Communication

For when they need to know

Send relevant notifications about investments your users have made, or products they’re interested in, not a constant stream of behavior changing nudges. Just tell them what they need to know when they need to know it.
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Content

Personally curated

Because we know what each user likes, and what they’re looking at, you can provide educational content, news, and thought leadership that’s relevant to their recent activity, how their products are performing, and their investment maturity. Upgrade your content delivery.
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Information

Only what matters

Don’t drown your users in information and risk paralysis by analysis, show them the most relevant data and the information that they need, when they need it.
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Search

Help your users find what they didn’t know they were looking for

We help you show the things your users didn’t know they needed through suggested searches and discovery. Our suggestions are tailored to what they’ve been looking at and what they’ve been doing, not just the most frequent ending to a sentence.
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What we’ve done for
our clients

186%

marketing engagement

206%

user engagement

252%

average trading volume

519%

user time on platforms

186%

marketing engagement

206%

user engagement

252%

average trading volume

519%

user time on platforms

Our process

Our AI can be implemented in days, not months.
We work closely with your team to make sure you get precisely what you need.
Our AI can be implemented in days, not months.
We work closely with your team to make sure you get precisely what you need.
Discovery
Integration
Proof of concept
Discovery
Integration
Proof of concept

Easy to get started

Clara can be implemented in a simple four stage process.

Find Out How