The Changing Model of Advertising

When was the last time you clicked on a display ad? Scratch that. When was the last time you even noticed a display ad? Chances are it’s pretty slim. We’ve grown accustomed to ignoring static messaging that distracts us from what we want to see or engage with. With a quick click of the X, it’s ad-be-gone. But, all of that is changing and you might not even realize it.

Get Them In The Moment

Transactional advertising is on its way to becoming the new normal. And rightly so. Because distributing content and/or an experience in an ad is the key to engaging with the user. They’re looking for your ad to be relevant to them and allow them to take immediate action.   

Content + APIs = ads that become content that educates, informs, and enables decisions in real-time. In this way the message is not lost, the brand is not forgotten, and the user instantly gets what they want. A win-win.


And yet, money is still being spent on the traditional model. A lot of money. In the first half of 2017, digital advertising revenue in the U.S. grew 23% to $40 billion. Mobile advertising made up over half (54%) of that figure, while digital video was the fastest-growing format. Even though the market is there and people are spending, no one is happy with how effective it is. Think about it, when was the last time you were directed to open an account for something you were already invested in? Not to mention that for lower funnel tactics like engagements and acquisition, mobile has been a tough play.

We should no longer think of the internet as mobile vs desktop. Advertisers are simply following consumers, who live their lives online—whether on a smartphone during a commute, on a desktop at work, or on a tablet for entertainment in the evening. Digital is an intrinsic part of every American’s day.” — David Silverman, Partner, PwC

With better targeting of active traders, messaging can be specific to them. In other words, you can send offers to trade commission-free to your existing clients vs. sending offers to open an account to investors who trade with your competitors.

These online advertising revenues remain concentrated with the 10 leading ad-selling companies, accounting for 75% of total revenues in Q2 2017. This likely includes powerhouses Facebook and Google (although the IAB report doesn’t break out individual business revenue).

The question you need to ask is, how are you going to partner with them to make advertising returns even more effective for them…and for you?

How do you drive transactions within the ad?

How do you increase transactional effectiveness?

You “Give people actions, not ads.”

Give The People What They Want

Just like apps such as allow users to shop outfits with a simple screenshot, people who check their investment portfolios or research stocks should be able to shop those stocks and buy them while doing it. TradeIt supports advertisers in exactly this way, by providing the ability to link an account, open an account and fund an account, providing the means to take action where the individual is inspired. Because once they leave the app or experience, you’ve likely lost your chance to convert.

“I’m a big believer in the power of educating people at the moment of decision making. You might have read an article from Fortune or Forbes about some strategy but you probably don’t remember that when you’re actually taking the action. Bringing [it] together is where the real power exists.” – Noah Kerner, CEO of Acorns

Take a look at your spend. If your KPI is getting accounts funded, don’t put your ad in front of people where they can’t fund it. Put it in the space where they can take initiative and make a purchase.

Just as the user experience should be about getting them to the path of completion in the easiest, smoothest and most delightful way, your ad needs to do the same. Get the right information in front of the consumer so they can make an informed decision and act!

Product Announcement: New SDK Screens for Transactions

Expanding investors’ visibility to their brokerage accounts

We’re excited to announce that we’ve launched new transactions screens to our SDK to support our core products, PortfolioView and TradingTicket.  These new screens provide investors with great visibility into their accounts.   

Users will now be able to view their transactions… trades, deposits, dividends, interest, etc.  The new screens for transactions will be accessible via PortfolioView, where the end user can select from the activity menu in the upper right corner.  These new screens can be stand-alone screens as well if you have built your own portfolio tools, similar to how partners can integrate the order history screens.

We’re thrilled to extend this new feature and hope your app users will benefit from it!

Transactions screenshot.png

For more information about the new screens, check out the documentation here.

Email for more details or with any questions.  

Product Announcement: New SDK Screens for Orders

Greater visibility for investors looking to manage their brokerage accounts

We’re excited to announce that we’ve expanded our core products, PortfolioView and TradingTicket, to now include order details as part of the SDK screens.  

End users will now have great visibility into the details of their brokerage accounts and their trades. The new screens provide an easy view of all orders an investor has active – open and pending orders, partially filled orders and orders filled that day. A simple swipe down will refresh the screen and with an easy swipe to the left, users can cancel an open order. The new screens can be accessed from the PortfolioView or TradingTicket.

Orders screenshot.png

For more information about the new screens, check out the documentation here.

Email for more details or with any questions.