Over 15 years later, Autochartist has grown exponentially, becoming the first in the world to bring the convenience and power of automated content to the worlds of retail brokers.

Automate Your Content Strategy with Autochartist’s Zapier Connector

The biggest challenge faced by brokers is client retention. About 40%  of traders who register on an online platform leave within a month.

The biggest challenge faced by brokers is client retention. Reportedly, about 40%  of traders who register on an online brokerage platform leave within a month. In fact, 80%  quit in the first two years of trading. So, the key to surviving as a broker is to not just retain traders but to give them reasons to continue trading.

Other significant challenges that brokers often face are effective marketing and outreach, compliance, and advanced infrastructural and technical setup. Compliance becomes a greater challenge when implementing content marketing strategies across jurisdictions. Yet, content creation and distribution are the most effective way to attract traders and keep them engaged.

In addition, a great content strategy can help brokers build their industry reputation and customer trust, communicate their technical strength, assert market expertise and help traders understand the financial markets and make informed trading decisions.

How can Automation Help in Content Dissemination?

The key to a successful content strategy is to reach out to prospects across channels, including social media, trader forums, news reporting platforms, and other online communities. In short, brokers need to be present where their audience is. But creating content for such diverse purposes is not just time-intensive, it is also expensive. This is where a content automation solution like Zapier can be incredibly useful.

Zapier helps connect more than 5,000 applications, including Slack, Facebook, Shopify, Salesforce, Mailchimp and Dropbox, to ensure smooth communications and workflows. This means that you can automate your social media outreach and email campaigns, while seamlessly managing your CRM for the most satisfying user experiences. It allows you to create actions, such as sending out emails or notifications, triggered by events that could be a news update, a market movement, or another action.

The best part is that it is an entirely no-code automation platform. So, you don’t need any technical or coding expertise to make the most of Zapier’s features. The platform has pre-made workflows and even allows the user to create their own workflows. It enables seamless data transfer across apps, which may be triggered or implemented manually.

With Zapier, a broker can reach potential customers, existing traders and experts with content tailored to their needs, scheduled around the audience’s availability, and visualised in their preferred format.

Effortless Zapier Integration

Autochartist has collaborated with Zapier to develop a connector to ease content creation, publishing and distribution for brokers. You get access to a wide variety of technical content in 30 languages. You can then choose to seamlessly deliver this content around the clock, based on when traders in different regions prefer to get their updates.

Our market automation services help you create reports with technical, statistical and macroeconomic analysis. The API helps you keep your customer engaged with live market news, calendar events, trading opportunity updates, and much more. You can also generate market, price and volatility forecast reports, improved with additional data points, and delivered in a format customised to your platform requirements.

Drive Growth with Automated Content

Autochartist’s APIs help brokerage platforms generate advanced market analytics reports. These reports can be delivered across channels via Zapier. Plus, these reports can be customised with your branding and tailored to your clients’ needs. The content can be delivered as attachments in emails or sent as graphical images on other platforms.

Our state-of-the-art connector saves you time, expenses and other resources that can be better spent on growing your business. The tool integrates market analytics reports and distributes them globally in multiple languages and in real-time.

Contact us to learn how you can capitalise on a powerful content strategy to attract and retain clients.