Gamifying and engaging customers convert leads to loyal customers driving high lifetime value
Marketing Automation For Financial Service and Brokerage Firms
Neuro trader
Time Tested Approach to Increasing Trader Value
Our experience building trading brands with billion-dollar trading firms to start-ups has gleaned tremendous trader communion journey insights.
Through millions of messaging tests, we have seen which triggers and cadence drive the quickest desired action by traders.
Define customer segment journeys and goals
Creating customer interaction mapping
Set automated trigger rules and messaging cadence
Draft or support messaging creation
Implement automation in CRM with testing
Purchase Cycle
Trader Centric Approach
Demo
Lead
Funding
Open Account
First
Trade
1st Trade
Up-sell
Familiar with Marketing Regulation Limitations
Define Customer Segment Journeys
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Interview and review key customer paths
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Understand the customer journey and profiles
1
Forex Trader
Lead Form
Futures Trader
Expert Scalper Trader
E-book Lead
Crypto Beginner
Demo Trial
Map Conditional Engagement
2
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Map workflows of each journeys with key messaging
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Confirm multi-engagement options at each stage
Set Auto Triggers Rules & Cadence
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Defining precise cadences for each interaction
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Define the right channel and medium for each contact
3
Call
In-App Messsage
Text Message
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Write and design compelling messaging that converts
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Ensure all content meets compliance and regulatory requirements. √ NFA, √ CFTC, √ FCA...
Draft or Support Messaging Creation
4
Implement Automation in CRM
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Implement or guide implementation process
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Our team knows CRMs, we can also recommend tools
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Set up A/B testing and a continuous optimization process
5
Many More...