The software is capable of processing 2,500 different document types from 150 different countries. Finteza is a data analysis tool that MetaTrader 5 suggests utilizing to assess the impact of changes made to the onboarding procedure.

With the launch of an integrated payment solution, MetaTrader 5 has made a calculated turn toward seamless customer integration. This new feature enhances the platform's usability and streamlines the entire process of interacting with new users, which is crucial in the very competitive brokerage sector.

The main tactic is to lead users through the process of making their first deal with ease, starting with their first interaction with advertising ads. MetaTrader 5 does this by incorporating functions like the option to open demo and initial actual accounts immediately within the trading platform, as well as the opportunity to validate contact details. In order to guarantee the accuracy of customer information and establish trustworthy contact channels, users can now confirm their phone numbers and emails directly from the terminal.

Deep links with tracking tags have been used to enhance user tracking and optimize advertising campaigns. This makes it possible to accurately identify the sources of installations, even for customers who install from third-party stores like Google Play or the App Store. Brokerage firms are able to identify the best advertising channels and types thanks to the extensive analytics provided by these links.

The automated establishment of both demo and actual accounts is a significant improvement in the user experience. A welcome guide takes users step-by-step through the account opening procedure, saving them from having to search for options.

Up to 95% of data processing can be automated using integrated platform technologies, which address security concerns. This guarantees clients a flawless, prompt, and attentive experience throughout the entire process. The platform's capabilities include processing 2,500 different document types from 150 different nations while ensuring compliance with global laws and data protection standards.

In the context of onboarding, the recently introduced automation service proves to be an invaluable resource. This solution efficiently guides customers through the sales funnel with welcome emails, technical alerts, encouragement messages, and reminders about the next steps. It ensures that clients stay informed and on track to finish all necessary tasks, resulting in a seamless onboarding process.

Traders can now fund their accounts immediately within the MetaTrader 5 platform via bank transfers, credit cards, or online payment methods. As a result, consumers can proceed straight to trading with integrated solutions, eliminating the need for further registrations on other websites. Less steps for clients to complete results in quicker onboarding, greater conversion rates, and greater success all around.

Finteza is a comprehensive end-to-end analytics platform that MetaTrader 5 recommends employing to evaluate the effects of these onboarding changes. MetaQuotes developed Finteza, which easily tracks traders' activity across websites and the trading platform. E-commerce reports provide useful information on financial flows, enabling brokers to assess the efficacy of advertising channels, understand consumer behavior, and correlate it with server conversion actions.