FX Trading Platform
FX Trading Platform
AI-powered paid acquisition, conversion-optimised funnels, an AI agent that qualifies leads, and a conversational dashboard for managing the entire operation. 2025
The Challenge
An FX trading platform spending on paid ads with no clear picture of what was working. No tracking connecting ad spend to actual signups. No centralised system for managing leads or understanding which campaigns deserved more budget. Data lived in spreadsheets, ad platforms, and email threads. Every month felt like a gamble.
What We Built
AI-Optimised Ad Campaigns
Paid campaigns across Meta using AI-driven audience targeting and creative testing. Algorithmic optimisation finds high-intent prospects rather than relying on manual audience selection.
Conversion Funnel
Every ad points to a dedicated landing page built for the campaign, structured around the platform's value proposition with a frictionless signup flow. Full-funnel tracking ties every stage (impression, click, visit, signup, activation) back to the specific campaign and creative.
AI Conversion Agent
A conversational agent engages interested leads, answers questions about the platform, addresses objections about risk and fees, and guides prospects through signup. Hands off to the sales team with full context when needed.
Conversational Operations Dashboard
The team manages everything through an AI assistant: "What's our cost per signup this week?", "Which ad set is performing best?", "Show me leads that signed up but haven't activated." Pulls live data and triggers actions directly.
Automated Nurturing
Leads that don't convert immediately enter follow-up sequences that address common objections and nudge toward activation over time.
The Challenge
An FX trading platform spending on paid ads with no clear picture of what was working. No tracking connecting ad spend to actual signups. No centralised system for managing leads or understanding which campaigns deserved more budget. Data lived in spreadsheets, ad platforms, and email threads. Every month felt like a gamble.
What We Built
AI-Optimised Ad Campaigns
Paid campaigns across Meta using AI-driven audience targeting and creative testing. Algorithmic optimisation finds high-intent prospects rather than relying on manual audience selection.
Conversion Funnel
Every ad points to a dedicated landing page built for the campaign, structured around the platform's value proposition with a frictionless signup flow. Full-funnel tracking ties every stage (impression, click, visit, signup, activation) back to the specific campaign and creative.
AI Conversion Agent
A conversational agent engages interested leads, answers questions about the platform, addresses objections about risk and fees, and guides prospects through signup. Hands off to the sales team with full context when needed.
Conversational Operations Dashboard
The team manages everything through an AI assistant: "What's our cost per signup this week?", "Which ad set is performing best?", "Show me leads that signed up but haven't activated." Pulls live data and triggers actions directly.
Automated Nurturing
Leads that don't convert immediately enter follow-up sequences that address common objections and nudge toward activation over time.
The Challenge
An FX trading platform spending on paid ads with no clear picture of what was working. No tracking connecting ad spend to actual signups. No centralised system for managing leads or understanding which campaigns deserved more budget. Data lived in spreadsheets, ad platforms, and email threads. Every month felt like a gamble.
What We Built
AI-Optimised Ad Campaigns
Paid campaigns across Meta using AI-driven audience targeting and creative testing. Algorithmic optimisation finds high-intent prospects rather than relying on manual audience selection.
Conversion Funnel
Every ad points to a dedicated landing page built for the campaign, structured around the platform's value proposition with a frictionless signup flow. Full-funnel tracking ties every stage (impression, click, visit, signup, activation) back to the specific campaign and creative.
AI Conversion Agent
A conversational agent engages interested leads, answers questions about the platform, addresses objections about risk and fees, and guides prospects through signup. Hands off to the sales team with full context when needed.
Conversational Operations Dashboard
The team manages everything through an AI assistant: "What's our cost per signup this week?", "Which ad set is performing best?", "Show me leads that signed up but haven't activated." Pulls live data and triggers actions directly.
Automated Nurturing
Leads that don't convert immediately enter follow-up sequences that address common objections and nudge toward activation over time.
How It Works
A prospect clicks an ad, lands on a campaign-specific page, and chats with the AI agent. If they convert, the sale is attributed end to end. If they don't, they enter a nurture sequence. The marketing lead asks the dashboard "How did yesterday perform?" and gets a full breakdown without opening an ad platform.
The Outcome
Cost per acquisition dropped an estimated 40% within two months. Lead volume scaled 3x without proportional spend increase. The AI agent handles first-touch qualification around the clock. Scaling became about increasing budget on what works, not hoping for the best.
How It Works
A prospect clicks an ad, lands on a campaign-specific page, and chats with the AI agent. If they convert, the sale is attributed end to end. If they don't, they enter a nurture sequence. The marketing lead asks the dashboard "How did yesterday perform?" and gets a full breakdown without opening an ad platform.
The Outcome
Cost per acquisition dropped an estimated 40% within two months. Lead volume scaled 3x without proportional spend increase. The AI agent handles first-touch qualification around the clock. Scaling became about increasing budget on what works, not hoping for the best.
How It Works
A prospect clicks an ad, lands on a campaign-specific page, and chats with the AI agent. If they convert, the sale is attributed end to end. If they don't, they enter a nurture sequence. The marketing lead asks the dashboard "How did yesterday perform?" and gets a full breakdown without opening an ad platform.
The Outcome
Cost per acquisition dropped an estimated 40% within two months. Lead volume scaled 3x without proportional spend increase. The AI agent handles first-touch qualification around the clock. Scaling became about increasing budget on what works, not hoping for the best.
Get Started
tell us what's broken. we'll show you how to fix it.
Tell us what's going on in the business. We'll reply with a plan and a call invite to walk it through.
Get Started
tell us what's broken. we'll show you how to fix it.
Tell us what's going on in the business. We'll reply with a plan and a call invite to walk it through.