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Marketing Guide
Starting your own brokerage is a big step, and we're here to provide the technical setup. But success isn't just
about the technical side. You can get your brokerage running in just a few weeks, but to make it truly successful
and profitable, you need to concentrate on marketing.
In this guide, we'll share easy-to-follow marketing practices to boost your brokerage. Whether you're new or experienced,
these tips will help you attract and keep clients, driving your business towards success.
Let's dive in and learn how to market your brokerage for maximum impact!
Last update: 10.03.2024
Table of contents
Defining Marketing Channels
To get more clients for your brokerage, first of all test out different marketing channels within your marketing budget. Find out which ones give you the most return on investment, and concentrate on those.
Affiliate marketing
Affiliate marketing is a powerhouse for brokers. Just look at Etoro—they spent over $50 million on affiliates in 2023 alone. This channel is a big player and definitely worth exploring. Let’s find out how it works.
Affiliate marketing is similar to outsourcing your entire marketing operation and paying solely for the results achieved. In contrast, partnering with marketing agencies involves more direct involvement in the marketing process and payment for their services, regardless of the results.
The portion of brands offering affiliate programs is 81%
Affiliates are the top marketing method for 40% of US based merchants
0.5% to 1% is the average affiliate marketing conversion rate
Forex brokers partner with affiliates who promote their services, earning commissions for each new trader they bring in.
If you're launching your brokerage with us you have an option to get access to a pre-integrated affiliate module that supports the following payment models:
| CPA | Revenue Share | Spread Share |
| Affiliates earn a fixed commission for each trader they refer who takes a specific action, like opening an account or making a deposit. | Affiliates receive a percentage of the broker's revenue generated by the traders they refer, based on their trading activity. | Affiliates earn a portion of the spread or commission generated by the trades of their referred traders. |
How to get started with affiliate marketing?
1
Create an affiliate agreement2
Create promo materials3
Decide on payment models4
Set up affiliate support5
Track performanceHow much to spend on affiliates?
There isn't a fixed answer to this question, as it varies based on performance. However, brokers usually spend between 10% to 40% of their marketing budget on affiliates.
Search Engine Optimization
Search engine optimization (SEO) is about making your website more visible and higher-ranked on search engines like Google. SEO is a must-have tool for the long run. By optimizing your site's content and structure, you can attract more visitors and increase your chances of being found online.
How to get started with affiliate marketing?
3 main parts of SEO
| On Page | Off Page | Technical SEO |
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Tips to follow
Create useful and engaging content
Optimize user experience
Follow technical optimization rules
Make a constant keywords research
Make regular updates
Monitor your performance
Follow search engine updates and trends
Key idea: focus on users, not robots
Mistakes to avoid
Black hat techniques
Automatically generated content
Copy pasted content
Trash link building
Redirects
404 errors
Hidden pages and links
Noindex, nofollow tag on pages
Wrong heading tags usage
Bad UX
How to create content?
Here are some tips to help improve the indexation of your articles by Google's robots:
1
Provide value instantly, don’t make long introductions2
Highlight key ideas3
Place a link in reliable sources and internal articles4
Optimal length for a SEO post is 2200-2500 words5
Make content structured and easy to read6
Highlight an author (Google wants to see expert content)In general, when making content, stick to E-E-A-T (Experience, Expertise, Authoritativeness, and Trustworthiness) principles to ensure Google sees it as reliable.
Tools for SEO
Top tools that streamline website optimization for search engines.
Paid Advertising
Paid advertising enables you to engage with interested audiences and gain valuable insights into your performance. Let's explore its effectiveness in more detail.
| Search ads | Banner ads | Video ads |
| Search advertising is great because it targets people already looking for your services, like those searching "open a trading account" or "best forex brokers" helping you acquire new clients cost-effectively. | Banner advertising meanwhile boosts brand visibility and attracts potential customers with eye-catching ads, targeting specific audiences to drive website traffic and leads. | As well as banners, Video ads grab attention and engage viewers with dynamic content, leading to higher retention rates and increased brand awareness, website traffic, and conversions. |
Advertising platforms
Google Ads
Facebook Ads
Instagram Ads
X Ads
Unity
LinkedIn Ads
Microsoft Ads
Criteo
Adroll
TikTok Ads
Keywords volume
Check out the table below to see how many people are searching for terms related to your services. You can then use these keywords to reach potential clients who are actively looking for what you offer.
Banner ad formats
To streamline your research, here are some of the most popular banner formats:
Metrics to track
Plenty of marketing metrics exist to evaluate performance, and here are the most crucial ones:
CPL (Cost Per Lead)
Marketing costs / Number of Leads
FTDs (First Time Deposits)
Number of deposits per channel
ARPPU (Average Revenue Per Paying User)
Total revenue / Total number of paying customers
CAC (Customer Acquisition Cost)
Marketing Costs / Number of clients
Social Media
It’s hard to imagine any company without social media profiles nowadays. Making an online presence of your brand and being active on social media is crucial.
Why should you be on social media?
- You can build your own community
- Increase trust and reputation
- Provide customer support and address inquiries
- Increase your exposure and cover broader audience
- Drive traffic to your website or other online channels
Tips to follow
1
Develop your brand positioning2
Create detailed social media profiles3
Post useful and engaging content4
Interact with your audience5
Post regularly and stay consistentContent types for social media
| Market Analysis | Share insights, charts, and predictions about currency pairs and market trends |
| Educational Content | Provide tutorials, webinars, and guides on forex trading strategies, risk management, and market analysis |
| Trading Tips | Offer quick tips, tricks, and best practices for successful trading |
| Client Testimonials | Showcase success stories and testimonials from satisfied clients |
| Company Updates | Share news, announcements, and updates about your brokerage and its services |
| Infographics | Present complex trading concepts and data in visually appealing and easy-to-understand formats |
| Interactive Content | Host polls, quizzes, and Q&A sessions to engage with your audience and gather feedback |
Content types for social media
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Influencer Marketing
Influencers are an ideal choice for boosting exposure and establishing trust in your brand. With numerous YouTube, Instagram, and TikTok videos featuring reviews and recommendations garnering thousands of views, overlooking this channel would be a mistake.
How to find the right influencers for your brand?
To get the most exposure, working with just one influencer might not be sufficient, so it's crucial to find several influencers. And of course you'll want to make sure these influencers have good stats. To analyze their performance, you can use the following tools:
Metrics to keep an eye on
To find the right influencer, you need to analyze their metrics. Here are some indicators you should keep an eye on during your research:
Average views
A median number of views of all the videos in a given period, excluding videos posted less than 7 days ago
Average engagement time
A median number of likes and comments per video in a given period, excluding videos posted less than 7 days ago
Average engagement rate
Engagement Rate shows the percentage of viewers who engage with the content posted by the influencer, including reactions and comments in a given period. (A good engagement rate typically ranges from 1.5% to 3.5%)
Video frequency
The average number of videos uploaded per week in a given period
Countries coverage
Audience demographics
Inbound Marketing
Content is a king. Creating useful and engaging content can help you attract new customers and boost your conversion rate, as well as increase customer lifetime value. Let’s explore what content types can boost your business.
Fast fact: Inbound leads cost 61% less on average than outbound leads
Webinars
A perfect tool to educate your traders and boost conversion and ARPU
Economic calendar
Let you traders make informed trading decisions and increase their engagement
How-to guides and educational articles
Give your traders helpful tips and insights to boost their trading activity
Video tutorials
Provide an easy-to-follow visual format for learning trading concepts and strategies
Trading courses
Educate and nurture your traders from the ground up, the optimal strategy for boosting lifetime value
Podcasts
Keep your traders interested with informative content and helpful podcasts to make them stick around
Email Marketing and Push Notifications
If you have a trader who signed up but hasn't made a deposit yet, or been inactive for weeks, utilizing email marketing and push notifications can effectively re-engage them. These are perfect tools to increase conversions and traders lifetime value.
Additionally, if you've launched your brokerage with Quadcode, you already have a pre-integrated user communication module, enabling you to segment traders and send notifications within one comprehensive solution.
Types of emails
- Educational content
- Trading strategies
- Market updates
- Promotions and offers
- Webinars invitation
- Reminders
- Trading signals
Automations
| Segment: New Registrations | Segment: Active Traders | Segment: Inactive Traders |
Email Type: Welcome Email Series
| Email Type: Market Updates and Trading Signals
| Email Type: Re-engagement Campaign
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| Segment: VIP Traders | Segment: Demo Account Users | Segment: High-Volume Traders |
Email Type: Exclusive Offers and Insights
| Email Type: Conversion Campaign
| Email Type: Loyalty Rewards and Referral Programs
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Press Releases
Posting press releases about your company can boost trust and positively affect SEO by providing brand mentions and backlinks to your website, thereby improving its search engine optimization.
How to find media for press releases?
You need to find popular media outlets with active users. To analyze traffic, use these tools:
Key metrics to check before choosing media
- Traffic
- Keywords
- Domain rank
- URL rank
- Backlinks
- Referring domains
ASO
Except for performance marketing tools, you can also utilize App Store Optimization to promote your broker app effectively. Here is a checklist to follow:
| Keyword Research |
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| App Description |
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| Keywords Field |
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| App Icon |
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| Screenshots and Videos |
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| App Ratings and Reviews |
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| App Localization |
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| App Updates |
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| Competitor Analysis |
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Don’t forget about analytics
Remember it's not just about getting traffic; analytics is key to knowing which channels actually help your business. Understanding metrics like CAC, ROI, ARPU, and more is crucial for evaluating your performance.
Thank you for reading
Use the tips from this guide to strengthen your brand, engage with traders, and grow your business. Put these strategies into action to make your brokerage stand out and attract more clients.