ClairMail’s Mobile Brokerage Solution

Problem: Brokerage customers are mobile. Customer interaction is not.

Like most Americans, brokerage customers have become increasingly mobile. At the same time, however, existing brokerage customer interaction delivery channels – call center agents, IVR and online services – function poorly on mobile phones. Furthermore, creating, deploying and supporting new software on mobile phones is an operational nightmare, given the myriad possible handset configurations available in the world.

It is obvious that brokerages must leverage the ubiquity of mobile phones in order to keep pace with their customers.

Solution: Enable mobile phones for 2-way mobile trading and account access.

As the only solution that supports any mobile phone’s existing software and standard capabilities – including messaging, mobile Web and client applications – ClairMail enables a new 2-way channel between mobile phones and brokerages. ClairMail System infrastructure resides on-premise or in a managed service environment and seamlessly and securely integrates with its back-end systems without requiring any new software on mobile phones – enabling customers to actively access their accounts and conduct transactions while allowing brokerages to directly access their customers.

ClairMail System Features

The ClairMail System enables brokerages to provide their customers with a comprehensive suite of mobile services, including:

• Account Management: Access balances, conduct trades, view trading history and other account information.
• Actionable Alerts: Receive and respond to 2-way alerts when securities reach a pre-set threshold, balances get low or questionable account activities occur.
• Security: Customers actively participate in fraud mitigation by verifying the legitimacy of mobile transactions and securing online transactions with out-of-band, multi-factor authentication.
• No-Hold Customer Service: Conveniently reach a customer service representative without waiting on hold.

See use cases for:

• Banking
• Brokerages
• Card Services
• Merchants

Benefits for Brokerages

With ClairMail’s mobile broker solution, brokerages can:

• Extend Customer Service: Enhance customer experiences by offering convenient, secure and on-demand mobile services.
• Reduce Operating Expenses: Displace costs from more expensive IVR, call centers and online services.
• Generate Revenue: Deliver context-specific, 2-way marketing offers.
• Gain Competitive Edge: Differentiate themselves from the competition.