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 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 Trading & Algorithms

Trading Platform 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

1.Analyze the demo users systematically and in real time 2.Identify HOT and COLD demo users automatically - contact the right leads at the right time with the right offering 3.Explain the rationale for the segmentation so the sales rep can choose the next move 4.By analyzing the demo behavior of the potential customer, we provide the right attack at the right time to your rep 5.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

Chat Intelligence/Engagement Intelligence /Analytics Demo Activity Monitoring The path to better customer conversion

Conversion Approaching demo traders who are ready to make a deposit NOW ! Micro 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 platform With 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