Small Hero

Client Positive

our five core pillars

Driving our efforts to be a market leader by protecting our clients and instilling confidence in their investment decisions. Protecting with purpose.

Our five
sustainability
pillars

Client protection and financial literacy

goal

Provide clients with the tools to expand their knowledge of CMC’s trading and investing products with an additional focus on sustainable investing themes/products.

objective

Develop an industry-leading learning hub, incorporating sustainable investing themes, to support clients.

Key Performance Indicator

Number and percentage of active customers using financial literacy tools.

Client protection and regulatory compliance

goal

Ensure we meet or exceed regulatory requirements to protect our clients.

objective

Become an industry leader in addressing our commitments with the regulators.

Key Performance Indicator

The most appropriate metric is currently being determined.

Client satisfaction

goal

Ensure we provide clients with an exceptional service and innovative platforms to meet their investment needs.

objective

Understand our clients' current and future investment needs

Key Performance Indicator

Qualtrics and Investment Trends percentage scores.

Case study: Client Positive

Building trading competency through content and exciting initiatives:
our content strategy has focused on educating users, uncovering trading opportunities and providing insights and strategies from our in-house analysts and content team and top experts on Wall Street. Through these partnerships, we offer in-depth analysis of market trends and highlight trading opportunities in volatile environments. We have also been educating our clients through regular updates to our learning hub on the Company website, authoring trading guides and using experts to cover topics such as the correlation between different financial instruments. Additionally, we provide educational resources to teach clients new trading methods and strategies. A good example of how we provide educational resources is through hosting a webinar for clients on how to know when markets are overbought versus oversold, thereby aiding clients to better time their market entry and exits.