The Challenge

Ensuring clients know about stock market fluctuations

The stock market is a cornerstone of the economy, and with many stocks experiencing gains and losses on a daily basis, your clients may want to know more about how their stocks are doing beyond merely what they open or close at. These numbers may give a good general indication of how stocks are performing, but the actual activity “what your clients are interested in“ happens during the day. How can you ensure that your clients are updated about changes in the market in one convenient place?

The Solution

Send out a daily email about specified stocks using conditional formatting

Using conditional formatting, you can ensure that your clients receive emails that contain the information that is most relevant to them on a given day. Through its use, you can automate regular, self-sustaining updates as to the buoyancy of one or multiple stocks within the market.

The steps to success

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