Customer Engagement Solution for CFD & Forex Trading
Whether you cater to retail investors or high-touch clients, retaining traders is paramount. With Optimove’s Customer-Led Marketing Platform, reimagine retention strategies and transform demo traders into lifelong advocates through an innovative, personalized engagement strategy.
Unified Access
to Trader Data
and Insights
Empower your CRM Marketing teams with seamless access to unified historical, real-time, and predictive data, enabling the identification of the next-best cross-sell opportunity for each individual trader. Discover powerful trader insights with purpose-built customer explorers and AI tools, allowing for informed decision-making and strategic planning within the volatile forex market environment.
Real-Time
Engagement and
Campaign Orchestration
Respond swiftly to market dynamics by engaging forex traders with real-time behavior and event-triggered campaigns that maximize trading opportunities and prevent drop-offs throughout traders’ lifecycle. Optimove enables the orchestration and automation of personalized interactions across all channels by synergizing marketer- and AI-led prioritization and exclusion frameworks, ensuring precise and effective engagement.
Next Generation
Personalized
Trading Experiences
Dynamically personalize your forex website and mobile app with Optimove’s Digital Experience Platform by leveraging over 20 unique AI recommendation models, enhancing user experience and trading efficiency without additional resources. Additionally, optimize promotional spend while boosting trader response rates with self-optimizing AI models that personalize promotion amounts to each trader.
Regulatory
Compliance and
Secure Operations
Seamlessly adhere to regulatory requirements specific to the forex industry across different regions while maximizing engagement opportunities. Optimove ensures your trading activities remain compliant and secure, providing robust data security and privacy measures aligned with stringent forex industry standards including GDPR and CCPA regulations as well as ISO 27001 and SOC2 Type II certifications.
Get a personalized tour of Optimove
Let us show you how agile and powerful
automated predictive marketing can be.