Marketing-based education simplifies investment options for users.
A top online broker tapped Trellist to help individual investors better understand the flexible trading options available through the broker’s website. Trellist is developing a video-based educational tool that uses engaging graphics and intuitive analogies to reinforce the value of the broker’s services while educating existing and prospective customers about the available trading features. The goal is to empower the broker’s constituents with the best methods for effective investing from mid-term goals to retirement. The video is scheduled to launch in the first quarter of 2014.
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