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PRESENTED BY!
#C2C14!
Marketing Complex Content!
Direct Edge Order Type Guide !
#C2C14!
§  Direct Edge "!
§  Operates two U.S. stock exchange !
§  Your Partner in Trading !
§  Marketing goals – increase market share, support sales,
educate customers and industry !
!
§  Industry Environment!
§  Industry rhetoric around complexity of the markets and
proliferation of order types!
§  Historically one-on-one Member education based on need!
§  Primary source of information – SEC filings !
Background!
#C2C14!
§  Project!
§  Create an interactive guide to breakdown order type complexity!
!
§  Goals!
§  Educate industry and customers about order type offering!
§  Position Direct Edge as a thought leader !
§  Create a valuable consultative sales tool !
!
§  Content Considerations !
§  Use a combination of text, animation and video !
§  Scope – Comprehensive yet focused!
§  Length and pacing – Clear but engaging !
Project Framework!
#C2C14!
§  Requirements !
§  Vision/Project Plan/Outline!
§  Internal Team!
§  Vendor !
§  Dissemination Plan !
!
§  Pain Points!
§  Assembling the content/staying in scope !
§  Approval process and delays!
Project Execution !
#C2C14!
The Final Product!
#C2C14!
Industry Feedback!
Great idea! Transparency and
education of this nature is a
great way to squash all of the
media hype around the number
of order types. – KCG
Absolutely brilliant
idea! Good for
you, leading this! –
Credit-Suisse
It is really cool presentation and I look
forward to understanding some of the
motivation behind and the popularity of these
order types. – Morgan Stanley
This came out really
well….the examples are
nice and clear and easy to
follow. – Level ATS
Very well done, this is a great instructional
asset. Professional, clear, concise. Great
job… – Joe Ratterman, BATS Global Markets
#C2C14!
Engagement!
§  Twitter retweets and Linked In posts!
§  Featured in various trade publications !
§  Continue to get page views more than 6 months later!
!
! First Month’s Results
§  Total Number of Views – 1,562
§  Average Duration per Visit – 31 minutes
§  Average Number of Slides Viewed Per Visit – 13
#C2C14!
!
!
Lindsey Peters!
Head of Marketing!
BATS Global Markets!
lpeters@bats.com!
201.418.3420!
@BATSGlobal !
Questions?!

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Messaging for Complex Markets

  • 1. PRESENTED BY! #C2C14! Marketing Complex Content! Direct Edge Order Type Guide !
  • 2. #C2C14! §  Direct Edge "! §  Operates two U.S. stock exchange ! §  Your Partner in Trading ! §  Marketing goals – increase market share, support sales, educate customers and industry ! ! §  Industry Environment! §  Industry rhetoric around complexity of the markets and proliferation of order types! §  Historically one-on-one Member education based on need! §  Primary source of information – SEC filings ! Background!
  • 3. #C2C14! §  Project! §  Create an interactive guide to breakdown order type complexity! ! §  Goals! §  Educate industry and customers about order type offering! §  Position Direct Edge as a thought leader ! §  Create a valuable consultative sales tool ! ! §  Content Considerations ! §  Use a combination of text, animation and video ! §  Scope – Comprehensive yet focused! §  Length and pacing – Clear but engaging ! Project Framework!
  • 4. #C2C14! §  Requirements ! §  Vision/Project Plan/Outline! §  Internal Team! §  Vendor ! §  Dissemination Plan ! ! §  Pain Points! §  Assembling the content/staying in scope ! §  Approval process and delays! Project Execution !
  • 6. #C2C14! Industry Feedback! Great idea! Transparency and education of this nature is a great way to squash all of the media hype around the number of order types. – KCG Absolutely brilliant idea! Good for you, leading this! – Credit-Suisse It is really cool presentation and I look forward to understanding some of the motivation behind and the popularity of these order types. – Morgan Stanley This came out really well….the examples are nice and clear and easy to follow. – Level ATS Very well done, this is a great instructional asset. Professional, clear, concise. Great job… – Joe Ratterman, BATS Global Markets
  • 7. #C2C14! Engagement! §  Twitter retweets and Linked In posts! §  Featured in various trade publications ! §  Continue to get page views more than 6 months later! ! ! First Month’s Results §  Total Number of Views – 1,562 §  Average Duration per Visit – 31 minutes §  Average Number of Slides Viewed Per Visit – 13
  • 8. #C2C14! ! ! Lindsey Peters! Head of Marketing! BATS Global Markets! lpeters@bats.com! 201.418.3420! @BATSGlobal ! Questions?!