Large European Retail Broker

The broker wanted to offer more value than execution alone. With more than one million retail clients, the challenge was to provide professional investment research, portfolio insights and relevant trade ideas at scale while creating new revenue opportunities and improving the quality of client assets held in custody.

PRAAMS helped the broker build a new layer of investment intelligence directly into its mobile and web channels.

Clients gained access to branded research and risk reports covering more than 70,000 global stocks, 220,000 bonds and 17,000 ETFs. The broker also introduced detailed, easy-to-understand portfolio analytics delivered in PDF format, achieving an NPS above 70.

The third component was personalisation. Each client could receive portfolio rebalancing suggestions as well as intraday trade ideas linked to market events. This gave the broker a scalable way to turn research and portfolio analysis into relevant investment actions for individual clients.

The new services became part of the broker’s premium proposition. Better research, portfolio visibility and personalised ideas encouraged clients to engage more actively with their investments, supporting higher trading volumes, longer client relationships and approximately 20% higher fee income.

At the same time, advisers gained a stronger analytical framework for selecting suitable instruments. This helped improve the quality of assets held in custody and created additional opportunities for the broker to generate interest income, which increased by approximately 40%.

Across research, risk analytics, portfolio insights and personalised trade ideas, the broker achieved an estimated 30% overall increase in revenue.

The broader outcome was not simply more trading. The broker moved closer to an investment-led proposition using institutional-quality analytics to improve client engagement, support advisers and generate additional revenue from its existing client base.