Customer ConversionCPattern – LivePerson

Collaboration

Why You Need This Solution

If you were ever looking for a systematic method of maximizing your marketing budget, without hiring more staff, here is your solution:

With a synergy of technology between CPattern and LivePerson, we deliver an automated response to the most resounding problem facing online brokers: Customer Conversion

Our technology is aimed at analyzing behavior patterns of individual traders in the capital market in real time for a variety of applications

Behavioral Science

Technology

About Us

Trading & Algorithms

Our technology analyzes trading behavior patterns of demo customers in real time. It is easily implemented and delivers a product designed to ramp up conversion from DEMO to DEPOSIT

Behavior Science

Technology

Designed to Convert

Trading & Algorithms

Trading Platform

CPattern – LivePerson Joint Offering

Trader

• Analyze demo trading activity• Identify “hot leads” – those who are

most likely to make a deposit right away

• Providing information and alerts to the sales team so they know WHO to contact, WHAT to offer, and WHEN

• Automate the process by offering the “hot lead” a personalized automated pop-up within the trading platform

The collaboration between our companies puts at your fingertips a tool that can easily segment leads so your teams know WHAT to offer, with WHOM, and WHEN so you get a converted client faster

How it works

1. Analyze the demo users systematically and in real time2. Identify HOT and COLD demo users automatically - contact the right leads

at the right time with the right offering3. Explain the rationale for the segmentation so the sales rep can choose the

next move4. By analyzing the demo behavior of the potential customer, we provide the

right attack at the right time to your rep5. Now, the rep can either use the tool to provide an offer with a more

productive sales pitch (via LivePerson or the phone) 6. One of the most powerful aspects of the service is providing insight as to

WHO NOT TO CALL because the timing is just not right! This saves time and avoids “BURNING” the lead

Steps for Faster Conversion

Technological Synergy

Chat

Intelligence/Engagement

Intelligence /Analytics

Demo Activity Monitoring

The path to better customer conversion

ConversionApproaching demo traders

who are ready to make a deposit NOW !

Micro

Targeted Approach in Real Time

Regular

Demo User

Premium

Traffic

VIP

A new trader logs into your demo system. We analyze his trading performance and mark him as a “hot lead, where he immediately appears in the LivePerson console

STEP BY STEP: How we make it happen

The account manager can view the in depth demo activity description to facilitate conversation by making the right call about the right subject at the right time

STEP BY STEP: How we make it happen

ENGAGE the customer automatically or manually

STEP BY STEP: How we make it happen

Step 1: Interfacing (done by CPattern)With demo platformWith LivePerson

Step 2: Account set up* Tailor-made pop ups Special bonus for hot leads Assign sales reps to chat requests

Step 3 (optional): Training the Sales Reps

*As a robust IT solution, we are aware of the need for customization and offer many possibilities

2 Easy Steps to Converting More and Faster

Questions? Contact us now to find out more!