Personalized Education
Delivering personalized financial education materials tailored to each user’s specific needs and learning preferences
Get Started Navigating today’s complex financial markets can be daunting for many investors and traders, especially those just starting out. The massive amount of data, news, and educational materials available online overwhelms users rather than enlightens them. While some platforms offer a deluge of one-size-fits-all content, these generalized resources often need to address individual users’ specific knowledge gaps, experience levels, and areas of interest.
Contextualized Delivery
Ensure users receive relevant materials at the right time based on behavioral triggers
Seamless Integration
Education is woven into the user’s existing journey, available across email, mobile, and web apps.
OpenAI Technology
Leverage cutting-edge AI technology to create and deliver content that truly educates
Varied Content Formats
Cater to all learners with a mix of short and long videos, written content, and interactive modules.
Contextualized Delivery
Every item of content that is surfaced to users through the feed is curated in real-time according to their historical behaviors on your platform including what they have been searching, reading and trading and more made possible by our finance specific Web Behavior Capture technology.
OpenAI Technology
Retail trading volumes are at all time highs and the driver of decision making is content. Experience a unified newsfeed that amalgamates real time content from multiple sources & publishers, including your existing content partners and additional PersonaFin partners.
Seamless Integration
Our advanced content engine processes every piece of content, extracting relevant instruments & entities mentioned or alluded to, ensuring that the right content is delivered to the right users at the right times, eliminating noise within the feed.
Varied Content Formats
While delivering user-relevant content is vital, we also believe in broadening user interests. Our system suggests content that pique user interest, fostering a more comprehensive understanding of the financial landscape and deeper engagement with your offerings.
Ready to Take Financial Education to the Next Level?
With our hyper-personalized financial learning materials and proprietary delivery triggers, you can evolve your offering from simple text-based learning materials to comprehensive financial education contextualized to each user.
Get in touch today to see how PersonaFin can enable personalized financial experiences on your platform.