{"id":3330,"date":"2025-01-07T17:53:05","date_gmt":"2025-01-07T17:53:05","guid":{"rendered":"https:\/\/bridgewise.com\/?p=3330"},"modified":"2025-11-26T16:47:27","modified_gmt":"2025-11-26T16:47:27","slug":"revolutionizing-effortless-trading","status":"publish","type":"post","link":"https:\/\/bridgewise.com\/case-study\/revolutionizing-effortless-trading\/","title":{"rendered":"Revolutionizing the Investor Journey: Smarter, Effortless Trading"},"content":{"rendered":"<div class=\"flex-shrink-0 flex flex-col relative items-end\">\n<div class=\"pt-0\">\n<div class=\"gizmo-bot-avatar flex h-8 w-8 items-center justify-center overflow-hidden rounded-full\">\n<div class=\"relative p-1 rounded-sm flex items-center justify-center bg-token-main-surface-primary text-token-text-primary h-8 w-8\">IBI, Israel\u2019s second-largest brokerage platform, has revolutionized the way retail investors approach trading. By addressing critical gaps in stock coverage, delivering localized research, and streamlining user insights, IBI enhanced its customer experience with the seamless integration of Bridgewise AI-powered solutions. Learn how Bridgewise AI-powered solutions transformed IBI\u2019s customer experience<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\/conversation-turn relative flex w-full min-w-0 flex-col agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message flex w-full flex-col items-end gap-2 whitespace-normal break-words text-start [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"5d98c8d9-6a32-42c1-a6c1-b6031d89fe3a\" data-message-model-slug=\"gpt-4o\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"flex max-w-full flex-col flex-grow\">\n<div class=\"min-h-8 text-message flex w-full flex-col items-end gap-2 whitespace-normal break-words text-start [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"9fca7507-2ef2-4f98-a8e9-338b0b36f49f\" data-message-model-slug=\"gpt-4o\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-3366\" src=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-31-110238-300x66.png\" alt=\"IBIs results\" width=\"573\" height=\"126\" title=\"\" srcset=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-31-110238-300x66.png 300w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-31-110238.png 756w\" sizes=\"auto, (max-width: 573px) 100vw, 573px\" \/><\/p>\n<h3><strong><span style=\"color: #333333;\">Company ID<\/span><\/strong><\/h3>\n<ul>\n<li><span style=\"font-weight: 400; color: #333333;\"><strong>Vertical:<\/strong> Brokerage\u00a0Platform<\/span><\/li>\n<li><span style=\"font-weight: 400; color: #333333;\"><strong>Market:<\/strong> Israel<\/span><\/li>\n<li><span style=\"font-weight: 400; color: #333333;\"><strong>Assets Covered:<\/strong> US Stocks, International Equities<\/span><\/li>\n<li><span style=\"font-weight: 400; color: #333333;\"><b>Supported Languages<\/b><b>:<\/b> Hebrew<\/span><\/li>\n<li><span style=\"font-weight: 400; color: #333333;\"><strong># of Customers:<\/strong> 250,000+<\/span><\/li>\n<\/ul>\n<h3><span style=\"color: #333333;\"><b>The Customer<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400; color: #333333;\">IBI is Israel&#8217;s second-largest brokerage platform, renowned for empowering self driven retail investors. Their flagship app, IBI SMART, enables low-cost U.S. stock trading while providing professional tools for independent portfolio strategy building. <\/span><\/p>\n<h3><span style=\"color: #333333;\"><b>The Challenge<\/b><\/span><\/h3>\n<p><span style=\"color: #333333;\"><b>Tackling Research Gaps to Prevent Investor Churn<\/b><\/span><\/p>\n<p>Despite offering analyst recommendations and real-time updates, IBI struggled to keep users engaged due to coverage gaps in listed stocks and reports available only in English, which deterred Hebrew-speaking users.<\/p>\n<p>The search bar further worsened the issue by directing users to stocks without research, leading to drop-offs and users seeking information elsewhere, returning to the platform on average after three days.<\/p>\n<p><strong><span style=\"color: #333333;\">IBI needed to:<\/span><\/strong><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #333333;\"><span style=\"font-weight: 400; color: #333333;\"><strong>Eliminate coverage gaps<\/strong> ensuring all stocks displayed recommendations<\/span><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #333333;\"><span style=\"font-weight: 400; color: #333333;\">Deliver research in the<strong> investors native language<\/strong><\/span><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400; color: #333333;\"><span style=\"font-weight: 400; color: #333333;\"><strong>Streamline discovery and insights delivery<\/strong> to avoid session abandonment<\/span><\/span><br \/>\n<h3><span style=\"color: #333333;\"><b>\u00a0<\/b><\/span><\/h3>\n<\/li>\n<\/ul>\n<h3><span style=\"color: #333333;\"><b>The Solution<\/b><\/span><\/h3>\n<p><strong>Seamless Integration of Research for an Enhanced Discovery and Trading Experience<\/strong><\/p>\n<p>IBI partnered with Bridgewise to transform their platform into a one-stop solution for discovery, investment intelligence and <a href=\"https:\/\/bridgewise.com\/trading-platforms\/\">trading.<\/a> Through a custom API integration, IBI addressed coverage and usability gaps to ensure a seamless investor journey.<\/p>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3336\" src=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-141611-300x254.png\" alt=\"\" width=\"462\" height=\"391\" title=\"\" srcset=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-141611-300x254.png 300w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-141611.png 562w\" sizes=\"auto, (max-width: 462px) 100vw, 462px\" \/><\/h3>\n<h3><span style=\"color: #333333;\"><b>The Results<\/b><\/span><\/h3>\n<p>By integrating localized <a href=\"https:\/\/bridgewise.com\/bridget\/\">investment intelligence<\/a> with an intuitive user flow, IBI successfully retained users, enabled confident trading, and strengthened its standing as Israel&#8217;s leading brokerage platform, delivering a seamless and personalized investment experience.<\/p>\n<p><strong>Key Initiatives Included:<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-3335 alignleft\" src=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-141622-258x300.png\" alt=\"\" width=\"258\" height=\"300\" title=\"\" srcset=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-141622-258x300.png 258w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-141622.png 523w\" sizes=\"auto, (max-width: 258px) 100vw, 258px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li style=\"list-style-type: none;\"><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li style=\"text-align: left;\">Enhancing Stock Discovery with a tailored screener that ensured full coverage.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li style=\"text-align: left;\">Embedding stock insights in asset overviews to encourage views.<\/li>\n<li style=\"text-align: left;\">Adding clear Buy\/Sell CTAs in detailed reports, prompting immediate trading decisions<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h3><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3338\" src=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-141632-300x181.png\" alt=\"\" width=\"452\" height=\"273\" title=\"\" srcset=\"https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-141632-300x181.png 300w, https:\/\/bridgewise.com\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-29-141632.png 579w\" sizes=\"auto, (max-width: 452px) 100vw, 452px\" \/><br \/>\nConclusion<\/strong><\/h3>\n<p>Through its partnership with Bridgewise, IBI has strengthened its position as a leader in customer-focused brokerage services. By leveraging AI-driven solutions, IBI has enhanced the trading experience and empowered its retail investors. If you want to know more about Bridgewise investment intelligence solutions and how they can transform your company, reach out.<\/p>\n<p><span style=\"color: #333333;\"><i><span style=\"font-weight: 400;\">\u00a0<\/span><\/i><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>IBI, Israel\u2019s second-largest brokerage platform, has revolutionized the way retail investors approach trading. By addressing critical gaps in stock coverage, delivering localized research, and streamlining user insights, IBI enhanced its customer experience with the seamless integration of Bridgewise AI-powered solutions. Learn how Bridgewise AI-powered solutions transformed IBI\u2019s customer experience &nbsp; &nbsp; Company ID Vertical: Brokerage\u00a0Platform [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":5314,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[67],"tags":[78,82,80,74],"class_list":["post-3330","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-study","tag-case-study","tag-equity","tag-equitywise","tag-retail-platform"],"acf":[],"_links":{"self":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts\/3330","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/comments?post=3330"}],"version-history":[{"count":10,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts\/3330\/revisions"}],"predecessor-version":[{"id":5675,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/posts\/3330\/revisions\/5675"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/media\/5314"}],"wp:attachment":[{"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/media?parent=3330"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/categories?post=3330"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bridgewise.com\/wp-json\/wp\/v2\/tags?post=3330"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}