Email Contact Phone Company Visit Website

London Office

6 Dyers Buildings

New York Office

2 Penn Plaza Suite 1500
New York




curt a aulet
[email protected]
Back to all Stockgroup Media announcements

Stockgroup Announces New Product to Enable Financial Advisor-Client Collaboration

Assembles Brokerage Industry Leaders for Web Technology Conference

Stockgroup Information Systems Inc. (OTCBB: SWEB, TSX-V: SWB) today announced its new StockStream™ web-based portfolio management product, with innovative technologies for advisor-client collaboration and customer intelligence, aimed to improve client retention.

Stockgroup™ launched the product at its thought-leadership conference in Toronto, Ontario on November 7th , cosponsored by Microsoft (NYSE: MSFT). The seminar, titled Technologies that Drive Client Retention and Improve Advisor-Client Communications, was attended by a audience of brokerage industry executives interested in technologies that support their online business strategies. Keynote speaker Paul Bates, Dean of DeGroote School of Business at McMaster University led the panel of distinguished presenters, which included Matt Bienfang, Research Director, Towergroup, and Marcus New, President and Chief Executive Officer of Stockgroup Media.

Paul Bates, an advocate for investors’ rights, opened the conference with his views on the need for investment firms to create an online customer experience that engages the client with the institution as an online community. Mr. Bates said, “Beyond being an important tool to improve sales productivity, online tools can be an extremely valuable means of enhancing the client experience and thereby increasing client loyalty and share of wallet”.

Matt Bienfang, Research Director, Brokerage and Wealth Management at Towergroup commented, “How firms communicate with their customers is up to the customers. Firms must invest in collaborative tools and other technologies to help re-engage the front office with its customers.”

Stockgroup CEO Marcus New stated, “Our retail brokerage customers tell us that client retention is at the top of their priority list. We have designed a unique product to help investment firms and their advisors significantly enhance customer communications, and create a community that is more engaged and better informed.”