Case study
Large Global Prime Broker
6,000 B2B clients | +10% revenue from a new research, risk analysis, and investment-content offering
The challenge
The broker wanted to create an additional revenue stream while strengthening its proposition to B2B clients. The objective was to go beyond core brokerage.
The solution
PRAAMS enabled the broker to launch a new subscription-based investment intelligence offering delivered through APIs.
Clients gained access to research and risk analytics across more than 400,000 global stocks, bonds, ETFs and mutual funds. The service was complemented by continuously updated investment content, including summarised global news, daily and weekly market digests and intraday trade ideas available in 20+ languages.
The broker also introduced a smart screener for retail-facing use cases. It allowed users to explore thematic investment ideas and identify relevant instruments from a broad global investment universe.
Together, these capabilities gave the broker a differentiated product that could be integrated into client platforms and monetised as an additional service.
The business impact
The new offering increased engagement and strengthened the broker’s value proposition. Clients spent 35% more time on the platform, while preliminary customer satisfaction reached an NPS above 55.
By providing research, content and investment-discovery tools as part of the broader client relationship, the broker also reduced client acquisition costs and created a more differentiated proposition in a highly competitive market.
The result
The new line of business contributed approximately 10% additional global revenue.
Beyond the immediate financial impact, the broker established a new competitive advantage: an integrated investment intelligence offering that improves client engagement, supports retention and creates an additional source of recurring revenue.