The document outlines 7 essential marketing tools and tactics for brokers to boost ROI in 2016: 1) content marketing and content delivery networks, 2) Facebook and Instagram advertising targeting traders, 3) Twitter ads, 4) marketing automation to send personalized messages to traders, 5) landing page optimization, 6) using big data and analytics to improve retention, and 7) using social trading to increase referrals, retention, and trading volume. The document provides examples and strategies for implementing each tactic.

1. Acquire, convert & retain traders
The 7 Essential Marketing Tools & Tactics to Boost
Your Brokerage’s ROI in 2016
With:
Marcus Taylor, Chief Marketing
Officer of TradeSocio

2. We’ll be covering:
Lead generation & acquisition:
1. Content marketing & content delivery networks
2. Facebook & Instagram advertising for brokers
3. Targeting traders with Twitter Ads
Activation & conversion:
4. Marketing automation
5. Landing page optimisation
Retention & virality:
6. Using big data & analytics to improve retention
7. Using social trading to increase referrals, retention & trading volume

3. A Brief Introduction
• Learnt to code at age 10 & have built 13+ online
businesses since.
• Consulted to London Business School, Miele, Tetley,
Vistaprint, Goodman, and many other Fortune 500
companies on their digital strategy.
• Winner of ‘Young Visionary of the Year’ at MIDEM
Cannes, and ‘Search Marketing Professional of the
Year’ at UK Search Awards 2013.
• TradeSocio’s CMO since May 2015.

4. #1 Content Marketing
Publish useful content that attracts traders
to your brokerage.

5. Content marketing takes time & effort
(…but it’s worth it in the end)

6. Generated 80+ backlinks, enabling MahiFX to rank on page #1
of Google for keywords like ‘forex trading platform’.
https://mahifx.com/john-paulson/
Go big or go home
(your content needs to be remarkable)

7. Seed content with content delivery networks

8. #2 Facebook / Instagram Ads

10. The brokers they like:
(highly likely to be their actual broker)
News sites they read:
Their broader interests:
Target traders by:

11. $18 per conv.$14 per conv. $37 per conv.
Split test your Facebook Ads

12. Instagram has an active trader community
(over 300k posts for ‘forex trading’)
You can now advertise to these traders on Instagram
via Facebook’s Ad Manager

13. #3 Twitter Ads

16. #4 Marketing Automation
Automatically send the right messages
to the right traders at the right times

17. https://hbr.org/2011/03/the-short-life-of-online-sales-leads

19. Marketing automation is a scalable way
to communicate with leads / clients in a
personalised way - meanwhile eliminating
inconsistency in your communication.

20. What can be automated?
Anything that you can boil down to a process.
• Invite demo accounts to upgrade to live when they win their first trade.
• Notify your sales team when a trader fails to login 3+ times.
• Automatically give a trader a bonus on his/her birthday.
• Re-activate traders that only deposit once.
• + Much more.

22. #5 Landing Page Optimisation

23. Conversion rate: ~2%

24. Conversion rate: 6.1%

25. Conversion rate: 15.48%

26. Conversion rate: 46.28%

27. A ~2,200% increase in leads using nothing but design.

28. #6 Big Data & Analytics

29. “The best way to put distance between
you and the crowd is to do an
outstanding job with information. How
you gather, manage and use
information will determine whether you
win or lose.” - Bill Gates

30. As a broker you have a lot of valuable data waiting to
be used as a competitive advantage.

31. But not all data / analytics tools are useful.

32. Data is only useful if it helps you do your job better
Good data + interpretation / analysis = insights.

33. Big data tools enable you to make sense of your data
- and even predict your traders’ future behaviour.

34. How does this improve activation & retention?

35. #7 Social Trading

36. Social trading makes it easy for beginners to trade

37. Social trading naturally increases virality

38. Improved engagement & client retention

39. Thank you
Marcus Taylor, Chief Marketing
Officer of TradeSocio

40. Q&A