Acomotrade, formerly DXinsight, a new personalisation tool designed for trading platforms, is set to help brokers address some of their most persistent challenges. The solution promises highly tailored experiences for users, which in turn improves engagement, boosts retention, reduces churn, and ultimately raises client acquisition returns.
For years, personalisation has been central to the strategies of leading consumer brands. Companies like Amazon, Netflix, and Spotify have successfully used recommendation engines to keep users engaged, encouraging ongoing purchases, streaming, and interactions. Now, as personal finance evolves to encompass banking, trading, and wealth management, financial services providers are looking to apply these lessons to stay competitive in an increasingly crowded market.
Among financial firms, neobanks have so far led the way in adopting personalisation strategies. Platforms like Revolut are using machine learning to help customers manage cash flow, set savings goals, and monitor spending. Research into AI-powered FinTech platforms supports this approach, showing how neobanks are customising interfaces based on user preferences and behaviours, delivering dynamic dashboards alongside tailored product and content recommendations.
For brokers and funded trader firms, personalisation represents the next significant opportunity. Historically, many brokers have focused on widening their client acquisition funnels to combat high churn. But as consumers come to expect personalised experiences across all digital services, brokers that fail to adapt risk seeing lower user activity and greater attrition.
According to BCG, banks that have adopted available personalisation tools have seen revenue increases of between 20% and 30%. This is especially relevant to brokers, who often struggle with dormant accounts. Robinhood, for example, closed 2024 with 25.2 million funded accounts but only 14.9 million monthly active users — leaving 41% of accounts inactive. Smaller brokers face even greater pressure, with higher acquisition costs and an urgent need to maximise client lifetime value.
Research from Bain & Company highlights that a 5% improvement in customer retention can generate profit increases exceeding 25% for financial services firms. Loyal customers not only deliver higher long-term revenue but also help lower operating costs and drive referrals, creating a powerful compounding effect on growth.
Acomotrade aims to directly tackle broker challenges like dormancy and churn, which are becoming more acute amid heightened competition from both within the brokerage industry and from adjacent sectors like digital banking, where firms are expanding into trading services.
The platform offers DXtrade users curated content and instrument recommendations based on their platform activity. This includes personalised news feeds, trading education tailored to each user’s current journey, and watchlists aligned with individual risk profiles. By delivering educational, analytical, and actionable content, Acomotrade helps traders stay informed, engaged, and active—ultimately extending their lifetime value.
Beyond educational content, Acomotrade’s recommendation features expose traders to a wider set of instruments and opportunities, reducing the need for users to leave the platform in search of market information. Enhanced search functions assist users in both finding specific information and discovering new opportunities, which can lead to greater engagement and trading volume.
The system even replicates the kind of “frequently bought together” suggestions that have driven sales for platforms like Amazon, where recommendations account for roughly 35% of total sales according to McKinsey.
From the broker’s perspective, Acomotrade provides valuable analytics that help firms better understand their client base. Its profiling capabilities enable marketing and retention teams to target communications more effectively, creating highly segmented outreach strategies based on client behaviour, preferences, and trading history.
One of Acomotrade’s key features is its ability to forecast churn, allowing brokers to intervene proactively rather than relying on mass communication tactics. Well-timed, personalised messages can often mean the difference between reactivating a dormant account or losing a client entirely. These communications can also generate excitement around market events and encourage trading activity.
Acomotrade supports highly granular user segmentation, taking into account factors such as preferred asset classes, profitability, trading frequency and duration, as well as risk management behaviours. This data allows brokers to build targeted educational content and campaigns. For example, traders who do not use available risk management tools can receive tutorials on stop-loss and take-profit strategies, helping them improve their trading outcomes.
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