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Abstract:MetaTrader 5 has introduced an integrated payments service, signalling a strategic shift towards a more seamless customer onboarding experience.
MetaTrader 5 has introduced an integrated payments service, signalling a strategic shift towards a more seamless customer onboarding experience. This enhancement not only improves platform convenience but also streamlines the entire process of interaction with new users, a critical aspect in the highly competitive brokerage industry.
The primary strategy revolves around guiding users effortlessly from the initial click on promotional banners to their first trade. MetaTrader 5 achieves this by incorporating features such as confirming contact details and allowing the opening of demo and preliminary real accounts directly within the trading platform. Users now have the capability to confirm phone numbers and emails from the terminal, ensuring accurate client information and establishing valid communication channels.
To bolster user tracking and optimize advertising strategies, the integration of deep links with tracking tags has been implemented. This facilitates precise tracking of installation sources, even for users arriving from external platforms like the App Store or Google Play. The detailed analytics provided by these links empower brokerage companies to identify the most effective advertising channels and types of advertisements.
A significant improvement in user experience comes with the automated opening of demo and real accounts. Users are guided through the account-opening process by a wizard, eliminating the need to search for available options.
Addressing security concerns, built-in platform tools automate up to 95% of data processing. This ensures an error-free, attentive, and swift experience for clients at every stage. The platform's capabilities extend to processing 2,500 types of documents from 150 countries, ensuring compliance with international regulations and data protection standards.
The newly introduced Automations service proves indispensable in the onboarding context. From welcome emails to reminders of the next steps, technical notifications, and stimulating messages, this service efficiently guides clients through the sales funnel. It ensures clients stay well-informed and on track to complete all necessary steps, contributing to a seamless onboarding experience.
Traders now have the convenience of replenishing their accounts through bank transfers, cards, or online payment systems directly within the MetaTrader 5 platform. This eliminates the need for additional registrations on external sites, allowing users to swiftly proceed to trading using integrated solutions. The minimized actions required from clients result in accelerated onboarding, increased conversion rates, and overall success.
To assess the effectiveness of these onboarding changes, MetaTrader 5 recommends utilizing Finteza, a comprehensive end-to-end analytics tool. Developed by MetaQuotes, Finteza seamlessly monitors traders' actions across websites and the trading platform. E-commerce reports provide valuable insights into financial flows, enabling brokers to assess advertising channel effectiveness, understand customer behaviour, and link it to conversion actions on their servers.
For more information, visit MetaTrader 5s official website here: https://www.metatrader5.com/en/news/2343
Disclaimer:
The views in this article only represent the author's personal views, and do not constitute investment advice on this platform. This platform does not guarantee the accuracy, completeness and timeliness of the information in the article, and will not be liable for any loss caused by the use of or reliance on the information in the article.
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