MetaTrader 5 recently introduced an integrated payment service. This represents a strategic shift to facilitate a seamless customer onboarding experience. This new addition increases the usability of the platform and improves the interaction cycle with new users, which is critical in the competitive securities industry.
The core strategy of MetaTrader 5 is to smoothly guide the user from the first action, such as clicking on a promotional banner, to the execution of the first trade. This is achieved by integrating the ability to verify contact details and create both a demo account and a preliminary real account within the platform. Users can now verify their phone number and email directly on their device, ensuring accurate customer information and reliable communication channels.
To optimize user tracking and refine advertising strategies, MetaTrader 5 has built-in deep links with tracking tags. These links allow you to accurately track installation sources, including those from external platforms such as the App Store and Google Play. Analytics from these links allows brokerages to pinpoint the most effective advertising channels and types.
A significant improvement to the user experience is the automation of demo and real account setup. A user-friendly wizard guides you through the account opening process, making it more accessible and efficient.
Strengthen security and streamline processes
MetaTrader 5 addresses security concerns by implementing platform tools that automate up to 95% of data processing, ensuring an error-free and efficient client experience at every step. The platform can process documents from different countries while adhering to international compliance and data protection standards.
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Introducing automated services will revolutionize onboarding. It includes everything from welcome emails to reminders to technical notifications to keep your clients well-informed and have a smooth transition into your sales funnel.
Traders can now replenish their accounts using bank transfers, cards, and online payment systems directly within the MetaTrader 5 platform. This integration eliminates the need to register on external sites and allows you to quickly start your trading activities. This streamlined process results in faster onboarding, higher conversion rates, and overall success.
Assessing onboarding effectiveness
To evaluate the impact of these onboarding enhancements, MetaTrader 5 recommends using Finteza, a comprehensive analysis tool developed by MetaQuotes.
