PParadigmDirect
Case study · Markets → Retail investing

Bloomberg × Paradigm Direct

Bring Bloomberg's market intelligence to everyday investors.

Bloomberg serves professionals. Paradigm Direct opens a new market: self-directed retail investors who want Bloomberg-grade insight, explained simply — with paid research, trading education and retention built in.

Audience: Self-directed retail investors and aspiring traders 25–65

Bloomberg Tower in New York City
Photo: Wikimedia Commons

+450K

New retail investor subscribers / yr

60K

Paid research members

$15M

Year-1 revenue share

Projected

4 opportunities we can deliver for Bloomberg

01

Direct Response

Retail investor morning brief

A free daily e-letter turning Bloomberg data into 5 moves for everyday investors.

02

Subscriptions

Retail research tiers + churn saves

Paid research and trading education, with save offers and win-back flows to keep members.

03

AI Personalization

AI watchlist analyst

Personal morning notes on each investor's stocks, powered by market data.

04

Commerce

Investing academy

Paid courses on options, technical analysis and portfolio building.

See it working

Click through each demo — built for Bloomberg's audience.

Direct response

Start the retail investor morning brief

Five things every investor should know before the open.

Lead quiz

What's your investing style?

Question 1 of 4

How often do you trade?

AI personalization

AI watchlist analyst

Hi! I'm Market Notes. Ask me anything.

Retention

Cancel-save & win-back flow

Account settings › Subscription

Subscriptions

Plans & checkout

Commerce

Partner offers

Course

Options Academy

Premium trading education program.

Earns $1,495 per sale

Front-end

Growth Stock research

$1 trial converting to annual.

Earns 50% revenue share

Webinar

Live market webinar

Weekly live session with analysts.

Earns $40 avg. revenue / attendee

Live AI agent

Talk to the Bloomberg investing agent

A real AI agent, tuned for Bloomberg's audience. Ask it anything.

MN

Market Notes

Bloomberg-grade insight for everyday investors

Live AI
MN

Market Notes

I explain what's moving markets and what it means for a self-directed investor.

Education only, not financial advice.

Questions Bloomberg may ask

Launch a 90-day pilot with Bloomberg

Weeks 1–6: build funnels and offers. Weeks 7–12: test, scale and report results.

Book the pilot call