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Lead Nurturing Automation

Turn registrations into funded accounts on autopilot.

Customer support specialist with headset following up with leads in an office

Most brokerages lose the majority of their registrations to silence: no follow-up after signup, no reminder after an abandoned deposit, no reactivation when a trader goes quiet. Lead Nurturing Automation fixes that with behavior-triggered journeys across email, SMS, and WhatsApp.

Registration follow-ups, KYC reminders, no-deposit nudges, dormant-account win-back — every sequence is pre-built for FX, personalized with the trader's name and stage, and stops the moment they convert so messaging never feels spammy.

What's included

  • Pre-built FX journeys: registration, KYC, no-deposit, reactivation
  • Behavior triggers across email, SMS & WhatsApp
  • Personalized messaging with trader name and funnel stage
  • Smart stop rules — sequences end on conversion
  • A/B testing on subject lines, timing & channels
  • Nurture-to-deposit attribution reporting
Lead Nurturing Automation FAQ

Common questions.

An automated series of messages to registered users who haven't funded yet — timed reminders with the right incentive at each step, designed to win back more of your abandoned registrations.

Let's build

Ready to talk lead nurturing automation?

One conversation. A scoped plan, honest timelines, and clear pricing — no obligation.