For startup forex platforms, initial advertising and promotion are no easy task. Many brokers face the dilemma of rising marketing costs without seeing significant results.The emergence of fintech has provided brokers with an effective solution to this challenge. Automated marketing systems can integrate the entire marketing process, consolidating user information and data collected from various marketing channels to enable targeted marketing for different user segments and generate analytical data on the effectiveness of the entire marketing process.
By using AMS to your forex, CFD, and cryptocurrency brokerage business and boost your return on investment—AMS is the simple marketing solution for your business.
As we know, the development of digital technology has transformed our world. Over the past few decades, the Internet age has successfully broken down physical barriers, connecting users to every corner of the globe at any given moment and making the rapid exchange of data and information widely accessible.Thanks to the internet, our generation is faster, smarter, and more efficient than ever before. However, in 2022, research has shown that Gen Z has a shorter attention span due to a “fast and instant” culture—a reality to which Millennials have already become accustomed.
Marketing Automation: What Is AMS?
AMS, or Automated Marketing Solutions, is an AI-driven marketing system focused on achieving efficient marketing operations through real-time communication with users. You can have a vast amount of automated content in multiple languages, specifically designed to deliver messages to your traders across every channel (email, text, push notifications).
In an online business, this essentially means that your employees are relieved of the manual and mundane tasks they would typically spend their entire day handling—such as sending emails, messages, reminders, and updates to clients. Once AMS is implemented, the majority of communications are automatically managed and delivered to your traders at the exact time, in the right language, for the intended purpose, and through the appropriate channel.
The use of automated marketing technology will help forex brokers reduce their marketing workload and promote their platforms and attract traders in a more strategic manner.For example, Leverate’s AMS is an integrated marketing management system that enables comprehensive management of the entire marketing process—from target audiences, marketing channels, and marketing funnels to marketing performance—significantly reducing the investment of human and material resources in marketing, helping brokers lower marketing costs and improve marketing efficiency.
1. User Profiling
Gaining an in-depth understanding of the target audience is crucial for marketing campaigns. Automated marketing leverages technologies such as big data to integrate basic information about potential users—including age, financial status, and risk tolerance—helping brokers segment traders into different categories, create precise user profiles, and thereby deliver personalized marketing to individual users.
The AMS (Automated Marketing System) developed by Leverate integrates user data and information, continuously updating user profiles based on trading activities. This establishes a reliable foundation for brokers to conduct precise marketing tailored to different users.
2. Targeted Marketing
Automated marketing moves away from the crude, one-size-fits-all approaches of the past. It establishes a comprehensive user system based on different user types, providing tailored marketing content to each group. Through targeted advertising and personalized marketing strategies, it helps brokers promote their platforms.Refined marketing strategies not only reduce marketing costs but also minimize unnecessary disruption to users caused by marketing campaigns. At the same time, automated marketing can continuously adapt to new market conditions and demands, helping brokers constantly update their marketing strategies and tactics to meet ever-changing market needs.
The AI-powered marketing technology AMS activates emails, text messages, and pop-up notifications at key points in the trading process to customize marketing campaigns for different types of clients and intelligently plan information delivery paths. For different users, AMS delivers the right marketing content through the optimal channels at the right time, automatically achieving precision marketing.
3. Performance Feedback
By monitoring and analyzing marketing data, automated marketing helps brokers summarize marketing insights and optimize their campaigns.For brokers engaged in multi-channel marketing, automated marketing systems analyze data across different channels, visualizing metrics such as click-through rates, conversion rates, and retention rates. This clarifies which channels deliver the greatest business value for marketing spend, providing brokers with insights to rationally plan and refine their marketing strategies.
Leverate’s AMS system provides brokers with data analysis capabilities, generating comprehensive reports based on customized key metrics and data to help brokers track the actual performance of each marketing channel using real data. Brokers can allocate more resources to more effective marketing channels, thereby improving the efficiency of their marketing budget.
