Upscale - AI-powered engagement platform
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SECURITIES BROKERS

Transform market intelligence
into trader engagement

Helping Securities Brokers deliver research, trading ideas and market commentary
through engaging digital experiences designed for modern investors.

security brokers graphci - GoUpscale

THE CHALLENGE

Industry challenge

Brokerages produce a constant flow of market information.

Research reports, analyst commentary, trade ideas, and market updates are critical to client engagement.

Yet much of this content remains trapped in traditional formats that struggle to compete for attention in a mobile-first world.

Why it matters?

01 Today’s investors expect information to be: timely, accessible, mobile, personalised, easy to consume
02 Firms that can deliver market intelligence in more engaging formats are better positioned to strengthen client engagement and increase platform activity.

How does Upscale help?

Logo Designs 1 - GoUpscale

How Securities Brokers Use Upscale

Research distribution

Distribute research, analyst reports and market insights quickly across multiple digital channels. Increase reach while measuring how investors engage with every publication.

01

Research distribution

Trading idea activation

Transform trading ideas into engaging digital formats and deliver them at speed. Help investors discover timely opportunities through more impactful communications.

02

Trading idea activation

Mobile content experiences

Deliver market updates, research and investment ideas through mobile-first digital experiences. Make it easy for investors to access relevant content wherever they are.

03

Mobile content experiences

Market commentary

Convert daily market commentary into videos, summaries, social posts and interactive formats. Keep investors informed while maximising the value of every insight.

04

Market commentary

Investor education

Build investor confidence with engaging educational content covering markets, products and investing principles. Deliver learning experiences that encourage ongoing engagement.

05

Investor education

Engagement intelligence

Understand how investors engage with research, commentary and trading ideas. Use behavioural insights to optimise content, improve communications and strengthen client relationships.

06

Engagement intelligence

Positive outcomes

Make research more accessible and actionable through mobile-first experiences that engage traders and reveal how audiences interact with every insight.

01

Improve trader engagement

02

Maximise research value

03

Create mobile-first experiences

04

Measure audience interactions

3. Research Isnt Dead - GoUpscale
Securities Brokers
15 August 2026
Investment research remains valuable, but the way investors discover, consume and engage with it has changed significantly.
2. Measuring Investor Engagement Beyond Email Open Rates 1 - GoUpscale
Securities Brokers
14 August 2026
A stronger measurement model connects attention and intent with broker interactions and commercial outcomes.
4. The New Era of Digital Sales Enablement for Brokers - GoUpscale
Securities Brokers
9 August 2026
Digital sales enablement connects research, client data and behavioural signals to help brokers identify opportunities and act at the right time.
The correlation between research and revenue - GoUpscale
Securities Brokers
7 August 2026
Investment research represents a significant investment in expertise, but its commercial value can become difficult to trace once it is published.
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