Real Results with
AI - Driven Investment Insights
See How to Boost Your Brokerage
Explore our key use cases that highlight how Penelope integrates seamlessly into brokerage systems and delivers tangible value to your brokerage business
01
Reducing Churn
How Penelope Helps Reduce Churn by Enhancing Client Retention
Challenge
A broker faced a high churn rate,
with clients frequently moving to competitors offering more personalized services.
Solution
After integrating Penelope, clients received real-time, personalized investment advice that helped improve their portfolio performance. Penelope’s clear, intuitive insights reduced uncertainty and improved decision-making.
Result
The broker saw a 4% reduction in churn within six months, leading to significant revenue growth through improved client retention.
02
Increasing Engagement
Boosting Client Engagement through Data-Driven AI Insights
Challenge
Clients of a mid-sized brokerage were disengaged, checking their portfolios infrequently and not acting on market opportunities.
Solution
Penelope’s AI-driven insights were integrated directly into the brokerage’s mobile app, offering real-time, actionable data directly to users. The personalized notifications kept clients engaged with their investments and encouraged proactive management.
Result
Clients increased their activity by 30%, with more frequent logins and higher engagement with advisory content, leading to better portfolio outcomes and increased satisfaction.
03
Increasing Acquisition
Guiding Novice Investors with Intuitive, AI-Powered Advice
Challenge
A broker wanted to attract and retain new, inexperienced investors who often felt overwhelmed by market complexities
Solution
Penelope provided clear, easy-to-understand insights tailored to the experience level of new investors. By simplifying the investment process, Penelope helped them make more confident and informed decisions.
Result
The brokerage saw a 20% increase in new account signups and a higher retention rate among novice investors, thanks to improved portfolio performance and greater user confidence.
