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The #1 CRM
Marketing Solution for
CFD & Forex Trading

In the dynamic world of online trading, staying ahead means mastering the art of customer engagement. Enter Optimove, your gateway to unparalleled retention strategies and personalized trading experiences specifically tailored for the forex industry.

Whether you cater to retail investors or high-touch clients, retaining traders is paramount. With Optimove’s CRM Marketing Platform, reimagine retention strategies and transform demo traders into lifelong advocates through an innovative, personalized engagement strategy.

By providing you with unparalleled access to unified trader data, Optimove powers sophisticated segmentation, precise data modeling, AI-driven decision-making, and comprehensive multi-touch attribution, empowering you to deliver unmatched personalization to your traders.

  • Seamlessly adhere to regulatory requirements specific to the forex industry across different regions while maximizing engagement opportunities, ensuring your trading activities remain compliant and secure.
  • Engage traders throughout the KYC process by orchestrating symmetric campaigns across Optimove’s native email, mobile, SMS, and web channels.
  • Empower CRM teams with seamless access to unified historical, real-time, and predictive data, to identify the next-best cross-sell opportunity for each individual trader.
  • Respond swiftly to market dynamics by engaging forex traders with real-time behavior and event-triggered campaigns that maximize trading opportunities and prevent drop-offs throughout the trader lifecycle.
  • Optimize promotional spend while boosting customer response rates through personalized promotion amounts tailored to each customer, driven by self-optimizing AI models.
  • Discover powerful trader insights with purpose-built customer explorers and AI tools, allowing for informed decision-making and strategic planning within the volatile forex market environment.
  • Orchestrate and automate personalized interactions across all channels by synergizing marketer- and AI-led prioritization and exclusion frameworks.
  • Gain comprehensive insights into the incremental business value of your entire customer marketing plan and each individual campaign using productized control groups.
  • Dynamically personalize your forex website and mobile app leveraging over 20 unique AI recommendation models, enhancing user experience and trading efficiency without additional resources.
  • Ensure robust data security and privacy measures aligned with the stringent standards of the forex industry by using a CRM Marketing tool that is compliant with GDPR and CCPA regulations as well as ISO 27001 and SOC2 Type II certified.
“With Optimove we can continuously optimize our campaigns and extract increasing value from our customers by servicing them with the right offer/content at the right time via the right channel.”
“CRM automation at scale = Optimove”
“A complete retention marketing suite”
“Valuable tool in supporting campaign automation & personalization”

Get a personalized tour of Optimove

Let us show you how agile and powerful
automated predictive marketing can be.