CONVRS FOR PROP TRADING FIRMS

Smart WhatsApp Messaging Solutions for Prop Trading Firms

Top-performing prop trading firms rely on speed and efficiency. With WhatsApp, you can engage traders faster, provide instant support, and keep them active with seamless, automated messaging – all powered by Convrs’ prop trading messaging solutions.

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A prop trading promo sent via WhatsApp Bulk Messaging.

Boost Prop Trader Conversions, Challenge Completions, and Retention
with WhatsApp

Engage traders faster, reduce drop-offs, and keep challenge and funded prop traders active with smart messaging solutions for prop trading firms.
High Conversion Rates
1Higher Conversion Rates

Engage traders instantly, increasing challenge sign-ups and participation with WhatsApp marketing campaigns.

Reduced Drop-offs
2Reduced Drop-Offs

Keep traders engaged throughout KYC, evaluation phases, and challenge milestones with automated reminders and real-time updates.

Stronger Engagement
3Stronger Long-Term Engagement

Keep traders active with performance insights, strategy updates, and personalized coaching messages via WhatsApp bulk messaging.

Scale Your Customer Support with AI Chatbots

Let AI Chatbots handle repetitive tasks, enhancing agent productivity by capturing, qualifying, and routing leads instantly.

  • AI-Driven Lead Capture & Qualification

    Collect prop trader details and ask key questions to assess lead quality.

  • Smart Lead Routing

    Automatically direct qualified leads to the right teams for follow-up.

  • Omnichannel Availability

    Engage traders seamlessly on WhatsApp, Telegram, live chat, and other preferred messaging channels with Omnichannel Live Chat.

An AI Chatbot facilitating lead capture, qualification, and chat routing from prospect activity via Omnichannel Live Chat.

Simplify Prop Trading Onboarding & KYC with WhatsApp Automation

Speed up onboarding and verification with AI-powered chat and automated messaging.

Instant, Accurate Answers

  • Instantly answer onboarding and challenge-related questions.

  • Guide traders through sign-up, payment, and KYC steps with automated chat flows.

WhatsApp Automation for Reminders & Follow-Ups

  • Send automated payment reminders to ensure smooth challenge entry.

  • Notify traders of missing KYC documents to avoid delays.

  • Confirm payments, approvals, and next steps instantly.

An automated message sent via WhatsApp Automation to remind a prospect about their pending challenge fee payment.

Boost Promotions with WhatsApp Bulk Messaging

Reach thousands of prop traders instantly with targeted, high-impact WhatsApp Marketing campaigns powered by the WhatsApp Business Platform.

  • Promote Trading Programs & Offers

    Announce challenges, bonuses, and exclusive opportunities.

  • Drive Higher Conversions

    Use audience segmentation and custom templates for prop trading promotions.

  • Outperform Email Marketing

    Get better open rates and engagement with direct WhatsApp messaging.

A WhatsApp Bulk Message, featuring a prop trading challenge promo, sent to thousands at once.

Scale Prop Trading Support with AI-Powered Chat

Provide 24/7 support and reduce response times. AI FAQ Chatbots for prop trading can handle common inquiries instantly — covering challenge rules, payout processes, and drawdown limits. Complex issues are smoothly escalated to human agents when needed, ensuring prop traders always get fast, reliable support.

An AI FAQ Chatbot answering an inquiry about the prop trading firm's challenge rules.

Automate Prop Trading Challenge, Evaluation, and Market Updates

Keep prop traders informed with real-time WhatsApp notifications – powered by WhatsApp Automation – for every key moment in their journey.

  • Challenge Progress & Milestones

    Notify traders of phase completions, next steps, and performance updates.

  • Risk Rule Violations & Compliance Alerts

    Instantly alert traders of breaches to prevent disqualification.

  • Trade Execution & Market Alerts

    Send real-time updates on trade executions, platform maintenance, and major market events.

An automated WhatsApp message informing the prop trader that they have completed phase 1 of the challenge.

Boost Prop Trader Re-Engagement and Retention

Use WhatsApp Automation and WhatsApp Bulk Messaging to keep traders engaged, bring inactive ones back, and drive long-term retention.

  • Automate Re-Engagement Campaigns

    Send reminders, challenge nudges, and win-back messages to inactive prop traders.

  • Send Personalized Bulk Updates

    Share trading insights, risk management tips, and performance updates at scale.

  • Trigger Real-Time Retention Messages & Incentives

    Automate notifications for inactive traders and keep them engaged with leaderboard updates and exclusive offers.

An automated WhatsApp message informing the prop trader that he is in the top 10% of the challenge leaderboard.

Secure & Compliant Messaging for Prop Trading Firms

Stay compliant while keeping traders engaged. Convrs supports opt-in-based messaging, follows GDPR and financial regulations, and uses end-to-end encryption to protect trader data. With a unified Omnichannel Inbox, all chats are securely logged for compliance audits and dispute resolution, ensuring a safe and scalable communication channel for prop trading firms.

The Convrs Omnichannel Inbox showing fully documented and recorded client-agent conversations from different messaging apps.

Other Prop Trading-Favorite Convrs Platform Features

Omnichannel Live Chat
Offer multiple contact options on your website. Allow your customers to reach you via their preferred platforms such as popular messaging apps like WhatsApp, live chat, or two-way SMS.
Omnichannel Inbox
Easily manage all agent and client conversations across different messaging apps, live chat, and two-way SMS from one centralized inbox and dashboard.
Chatbot Flow Builder
Easily build custom chatbot flows with a no-code interface. Automate complex inquiries, streamline support tasks, and enhance self-service capabilities.
Real-Time Translation
Break language barriers effortlessly. Engage in multilingual conversations with prop traders worldwide — instant translations enable smooth, real-time communication in all active chats.
AI Sentiment & Chat Summary
Understand client sentiment in real time and get instant conversation summaries to improve interactions with prop traders and optimize team performance.
Insights & Reports
Gain deeper insights into customer engagement, agent responsiveness, and conversion trends. Track performance metrics, identify areas for improvement, and optimize prop trading messaging strategies.

Available Messaging Channels

Connect with prop 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

Power Your Prop Trading Firm with Smarter Messaging

Engage traders instantly, automate key processes, and scale your firm with smart WhatsApp messaging solutions for prop trading firms. Go Convrs today.
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