Trade Ideas Content Generation Technology

Real-time Market Intelligence

Powerful New Content Generation Technology for Financial Firms

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TECHNOLOGY APPLIED: A BASEBALL EXAMPLE

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BENEFITS OF CONTENT GENERATION TECHNOLOGY

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• Provide information to build connections without overtly selling

• Generate valuable, tailored ideas as content • Stories serve as a rich, vibrant input to your

customer acquisition tools and communications: email, blog, website at a fraction of the previous effort (e.g., FTE) and cost

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BENEFITS OF CONTENT GENERATION TECHNOLOGY (Cont’d)

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• Fast, accurate, consistently thorough. • Stories are grounded in data, highly relevant.• Consistent insight into markets (‘helping’), assists

financial firms achieve relationship goals (‘selling’).

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CURRENT STATE ASSESSMENT:

• Who is currently performing marketing communications?

• How much (i.e., time, money) does it take to produce good content to communicate?

• How frequently do these communications occur? What lag exists from idea to delivery?

• What existing tools are you using to leverage resources and achieve scale?

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TRANSFORM DATA INTO STORIES AND INSIGHT . . . IN SECONDS

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LEVERAGE TECHNOLOGY FOR COST SAVINGS AND RICHER CONTENT

• Automatic, without human intervention, and at significant scale

• From Trade Ideas real-time data to a summary of activity for that strategy (e.g., Morning, Mid-Day, and At-the-Close reports or anytime) in a convenient, readable form (e.g., email, text message, etc.)

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USE CASE: CONTENT GENERATION TECHNOLOGY

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Smartphone customer ‘checks in’ at a branch (E*TRADE, Scottrade, TD Ameritrade)

S/he reviews what offers are available, receives a story of the latest activity/patterns of stocks in their portfolio, maybe even sets up a trade:

relevant, targeted - the basis of a successful connection

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PROCESS• Select relevant strategy that generates the

content for targeted customers from your own design or one of Trade Ideas’ like Social Media activity, Earnings, Options, etc.

• Strip the data of the GUI - XML or CSV version of the data is the input

• Render stories in seconds • Deliver stories via API, RSS/Atom feed, FTP or

use in CMS or any platform desired

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FROM TRADE IDEAS’ REAL-TIME STRATEGIES OR TOP LISTS

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TO A MEANINGFUL FINANCIAL STORY

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A FRACTION OF THE COST FOR 3x+ THE RESULTS -PRICING OPTIONS

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• Month to month, cancelable anytime• 1 year commitment, payable in 2 installments (lower

rate)• No limit to content generation from Trade Ideas data

sets

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“Trade-Ideas Pro is a sophisticated and highly customizable program for active day traders [ed: and investors] WHO NEED MARKET INFORMATION IN

TRULY REAL TIME.”

June 2012, American Association of Individual Investors

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