Measuring What Matters: How Solitics Helps Trading Brands Tie KPIs to Real Value

For online brokers operating in one of the most competitive digital landscapes, growth isn’t just about reaching more traders – it’s about understanding which actions truly drive value. Yet, many still operate with outdated or generic performance indicators, measuring activity instead of outcomes.

In a market defined by razor-thin margins, rising acquisition costs, and increasing user expectations, success now hinges on one thing: clarity. Clarity about what matters, what moves the needle, and how marketing and engagement strategies convert into revenue. Solitics is helping brokers get that clarity, through a product approach that transforms KPIs from passive metrics into drivers of ROI-focused decision-making.

The Performance Blind Spot in Brokerage Marketing

It’s no secret that acquisition costs have risen sharply in recent years. But what’s less often discussed is how difficult it remains to connect these marketing investments to business outcomes. Campaigns generate leads, emails drive engagement, onboarding journeys convert – but which specific actions lead to funded accounts, higher trade volumes, or lasting retention?

Most marketing teams still measure what they can easily track: click-throughs, form fills, app installs. But in high-value industries like trading, these metrics don’t go far enough. As Solitics’ VP Product notes:

“For trading brands, not all goals are equal. Our KPI Management and value measurement capability closes the loop between user engagement and financial performance.”

From Generic Metrics to Business-Critical KPIs

Solitics provides trading brands with the ability to define, track, and optimise KPIs that directly align with strategic goals. Whether it’s conversions from demo to real accounts, trade volume growth per asset, or first-time deposits and activations, every KPI can be tailored to reflect what truly matters to the business.

These KPIs aren’t abstract. They’re embedded directly into customer journeys, allowing brokers to track campaign success as it unfolds – and adapt accordingly.

For example, a broker might define a KPI that tracks how many users move from initial registration to first trade within seven days. Solitics not only captures that flow in real time, but allows marketing teams to attribute actual monetary value to each conversion – closing the loop between campaign and revenue impact.

Monetising Marketing: Measuring Financial Impact in Real Time

Where most platforms stop at tracking clicks or opens, Solitics goes further. Its value measurement capability lets brokers assign and calculate monetary value per goal – showing the direct financial outcome of each user action.

This transforms reporting from a list of numbers into a strategic dashboard of value-driven insights. A campaign that drives fewer conversions, but higher-deposit users, can be identified and scaled. A journey with strong engagement but low ROI can be refined or re-targeted. It’s performance measurement grounded in commercial reality – not just marketing activity.

Smart Segmentation, Smarter Strategy

KPI measurement is most powerful when it’s specific. Solitics enables brokers to go granular — building KPIs around particular instruments, user profiles, or engagement types.

A broker looking to boost GBP/EUR trading volume ahead of a macroeconomic event can define a volume-growth KPI for that segment, track it, and watch how it translates into revenue. Similarly, marketers running education-led funnels can measure the impact of different content paths, and shift budgets accordingly.

In doing so, Solitics empowers brands to act faster, optimise smarter, and scale more efficiently – all without relying on gut feeling or retroactive analysis.

Product-Led Growth, Backed by Real-Time Data

What sets Solitics apart is its ability to integrate performance measurement into the same environment brokers use to build and execute customer journeys. Marketers aren’t left toggling between tools or waiting for data to catch up. KPIs are defined, triggered, and analysed in the same ecosystem.

This unified view gives trading brands a powerful advantage: the ability to move from campaign design to financial insight in one continuous loop. Campaigns can be configured to adapt dynamically to user behaviour, outcomes, or KPI performance – including conditional logic and multi-path testing, and then optimised based on what actually drives revenue.

About Solitics

Solitics is a real-time customer engagement platform, enabling online brokers, banks and fintech brands to deliver personalised, data-driven experiences at scale. Its KPI Management and value measurement capabilities help organisations align marketing with business outcomes — defining, tracking, and optimising success based on what matters most.