CONVRS FOR FOREX AND CFD BROKERS

The Complete Messaging Solution for Forex and CFD Brokers

Grow your Forex and CFD brokerage with Convrs’ omnichannel messaging solutions. Capture more leads, improve conversions, and keep traders engaged — efficiently.

The Complete Messaging Solution for Forex and CFD Brokers

Leading Brokers Trust Convrs to Power Their Messaging

From lead generation to client retention, our messaging solutions help Forex and CFD brokers maximize conversions and optimize performance.
Oanda
Infinox
Capital.com
FxPro
Skilling
Eightcap
CMC Markets
Axi
Blackbull

Convert, Onboard, and Engage Forex and CFD Leads with WhatsApp and Messaging Apps

Keep traders engaged at every stage with the power of messaging apps — from demo sign-ups to funded accounts and repeat business.
The power of messaging apps versus email based on open, click-through, and response rates.
1Capture More Leads

Generate more demo and account sign-ups by reaching prospects where they’re most responsive — on messaging apps.

2Turn More Prospects into Traders

Boost conversions with 88%+ open rates and 43%+ click-through rates, keeping your offers in front of engaged prospects.

3Keep Clients Engaged & Active

Build long-term relationships with real-time, personalized messaging that keeps clients connected and engaged.


Drive Account Funding and Sales with WhatsApp Automation

Stop losing potential clients before they fund their accounts. Use WhatsApp Automation to guide them through the process — sending timely reminders when their accounts go live and providing step-by-step funding instructions. With WhatsApp’s high open rates, you’ll turn more demo users into active traders.

Efficiently Reach and Engage Traders with WhatsApp Bulk Messaging

Scale your outreach with WhatsApp Bulk Messaging — a powerful tool for sending targeted, high-impact campaigns to a large audience. Broadcast promotions, trading insights, and key updates directly to traders on WhatsApp, ensuring your messages are read and acted upon. With personalized templates and audience segmentation, drive engagement while keeping communication efficient and relevant.

Enable Demo & Live Account Sign-ups within Messaging Apps

Complex forms deter potential clients. Simplify demo sign-ups by allowing prospects to register directly within messaging apps. They receive login credentials instantly, get in-app guidance, and can continue conversations with agents in the same chat — helping them move from sign-up to funding smoothly.

See how OANDA simplified their demo sign-up

Forex MT4/MT5 demo account sign-up via messaging apps.

Turn Website Visitors Into Leads and Clients with Omnichannel Live Chat

Don’t let website visitors slip away. Enable real-time conversations with an Omnichannel Live Chat widget that connects prospects to your team via WhatsApp, other popular messaging apps, and SMS. Even if they leave your site, agents can continue the conversation — ensuring no lead is lost.

Accessible contact options offered via a website chat widget including WhatsApp, Messenger, Telegram, Viber, and Live Chat.

Why Brokers Choose Convrs

Hear from leading brokers who have experienced the impact of Convrs firsthand
Dominic Poynter, OneRoyal
Dominic Poynter
Chief Marketing Officer, OneRoyal
Utilising Convrs for marketing outreach is a game changer. It is the secret sauce to client communications via push messages, with incredible delivery, read and actions taken. I feel the same way about harnessing WhatsApp for communication as I did when emails replaced physical letters in the post; only now getting the same feeling from Convrs leaving emails looking like ancient tech. When combined with API and logic for deep interaction with known clients, Convrs provides endless possibilities. Final note to thank the ever supportive, knowledgeable and efficient support team, who never seem to sleep and are super-helpful in developing logic trees, templates and generally for the team to use and understand the solution.
Swift Trader
Mike Davis
Swift Trader
At Swift Trader, we've been thrilled with how Convrs has transformed our customer support. The chat widget has made it incredibly easy for our customers to connect with us, no matter where they are or which channel they prefer. Our customers can reach out through their favorite messaging apps, which means we can meet them wherever they feel most comfortable. Having all our client conversations in one place has been a huge time-saver, as our support agents can handle inquiries from different channels without needing to switch platforms, making our workflow much smoother. The automated chat routing and custom flow setups have really boosted our efficiency, directing customer queries to the right teams quickly for faster responses and happier customers. Integrating Convrs with our CRM system has been simple too. They are a pleasure to work with and bring their solution focused positive outlook to help us around the clock. We highly recommend Convrs to any business looking to enhance their customer support capabilities.
Robert Jeffers
Robert Jeffers
Having worked with Convrs in previous roles, I’ve seen the impact of their multi-channel messaging platform first-hand. It streamlines client engagement across channels, improving acquisition and customer experience. The platform is seamless, scalable, and compliant, making it an essential component of any business’s communication strategy. What sets Convrs apart is their support. Enis and his team are responsive, proactive, and ensure smooth integrations while adapting to business needs. Their hands-on approach makes them a valuable partner, and I highly recommend Convrs as a key tool for enhancing customer engagement.
Ollie Rosewell, Eightcap
Ollie Rosewell
Chief Marketing Officer, Eightcap
Convrs helped us introduce new direct messaging channels for our sales teams to reach leads and existing clients. This has increased the speed at which we’re able to service and support our clients by allowing leads and clients to communicate in channels that suit them. It was quick to implement and test and we were able to roll out swiftly.
Periklis Hanna
Periklis Hanna
Convrs is a must-have for businesses looking to improve their customer engagement. With over 70% of consumers preferring messaging over calls for customer support and 90% of texts being read within three minutes, brands need to meet customers where they are. Convrs delivers seamless omnichannel integration, AI-powered automation, and real-time personalization that can help any business boost efficiency and drive conversions. Their platform aligns perfectly with the growing demand for faster, more personalized customer interactions. I highly recommend it to any company looking to stay ahead in modern customer communication.
Adrian Ceballos, BlackBull
Adrian Ceballos
Operations Officer-Project Manager, BlackBull
From day one, my experience with Convrs has been extraordinary. They have provided the tools needed to build customized support solutions, and the wealth of experience they bring to the table is superb. I have seen the growth and expansion of their products, features, and capabilities. When they hear a proposal for new features or customizations, they are more than willing to consider and provide effective solutions. Special thanks to Enis for providing us with direct channels for communication and continued support.
Skilling
Global Sales Director
Skilling
We get first-rate and super fast responsive service from Convrs on an ongoing basis. Not only was set up easy, but maintenance is too, making it easy for our staff to use the software and improve their KPIs.
Axi
Head of Sales UK, EU & LATAM
Axi
Communication through instant messaging channels helps us to improve our conversions, relationships with customers, as well as a greater engagement by having a trusted person on the other side with whom you can communicate on a daily basis. Without a doubt, Convrs has created value in our sales and conversion channel.
Tom Higgins, Gold-i
Tom Higgins
CEO, Gold
As younger generations begin trading, it is important that brokers don’t communicate with them in traditional ‘old school’ ways of phone calls and emails, but in ways they find most accessible - this will accelerate global business opportunities for brokers, and I believe is one of the biggest technology innovations we have seen for MetaTrader brokers in recent times.

Automate Lead Capture & Qualification with AI Chatbots

Capture and qualify leads automatically 24/7 - even when agents are unavailable. AI-powered chatbots engage visitors, collect key details, and route inquiries to the right teams for immediate follow-through. Automate conversations to streamline lead qualification, provide instant responses, and enhance efficiency without compromising the customer experience.

A chatbot flow showing an automated process of lead capture and qualification through automated conversation flows.

Provide Instant Support 24/7 with AI FAQ Chatbots

Give traders the answers they need — anytime. AI FAQ Chatbots handle common inquiries instantly, reducing agent workload while enhancing customer support. Powered by Natural Language Processing (NLP), these bots provide human-like responses while ensuring all shared information is accurate and secure.

An AI FAQ Chatbot engaging in an automated conversation, providing a trader with instant support.

Engage Prospects Before They Look Elsewhere with WhatsApp Proactive Outbound

Now you don’t have to wait for your prospects and customers to message you first to be able to connect with them.

Initiate conversations with prospects using WhatsApp Proactive Outbound via the Convrs Dashboard:

  • Provide 1-on-1 support, address hesitations, and give reassuring guidance encouraging them to fund their accounts and start trading.

  • Engage with existing clients to encourage repeat business and avoid losing out to competitors.
A conversation with a trader initiated on WhatsApp via the Convrs Omnichannel Messaging Platform.

Centralized Messaging, Full Compliance with the Omnichannel Inbox

Manage all client conversations from a single, compliance-ready inbox. With the Convrs Omnichannel Inbox, ensure chat history is recorded, monitor agent-client interactions, and maintain regulatory standards — even when agents use personal devices.

All conversations between agents and clients using messaging apps are recorded using the Convrs Omnichannel Inbox, enabling GDPR compliance.

Sync Conversations Across Your CRM & Trading Platforms

With the Convrs API, you can connect the Convrs Platform with your CRM, trading platforms, and internal systems for a streamlined workflow. Automate data updates, sync conversations, and improve operational efficiency with easy integrations.

Integrate Convrs with Salesforce, HubSpot, MatchTrader, Leverate, FYNXT, FX Back Office, and more.

Other Forex-Favorite Convrs Platform Features

Real-Time Translation
Break language barriers effortlessly. Engage in multilingual conversations with clients worldwide — instant translations enable smooth, real-time communication in all active chats.
AI Sentiment & Chat Summary
Understand customer sentiment in real time and get instant conversation summaries to improve client interactions and optimize team performance.
AI Writing Assistant
Save time and enhance communication with AI-powered message suggestions — ensuring every reply is clear, professional, and on-brand.
Chatbot Flow Builder
Easily build custom chatbot flows with a no-code interface. Automate complex inquiries, streamline support tasks, and enhance self-service capabilities — all while ensuring seamless, human-like interactions.
Agent Oversight & Management
Enhance agent performance with real-time supervision. Monitor active chats, guide responses, or step in when needed to ensure timely, high-quality client interactions.
Insights & Reports
Gain deeper insights into customer engagement, agent responsiveness, and conversion trends. Track performance metrics, identify areas for improvement, and optimize messaging strategies.

Available Messaging Channels

Connect with traders through their favorite messaging apps
WebChat logo
Messenger logo
WhatsApp logo
Telegram logo
Viber logo
Line logo
X logo
Instagram logo
Discord logo
SMS logo
Omnichannel Messaging

Choose the Complete Messaging Solution Built for MT4/MT5

Power your Forex brokerage with seamless, compliant, and high-converting messaging. Go converse.