Email Marketing Infrastructure for Trading Brokerages
Every trader in your database is worth money.
We collect it.
AIM builds and operates the entire email marketing system for trading brokerages. You provide ESP/CRM access. We handle everything else - from infrastructure to daily campaign execution.
AIM is a full-service email marketing for trading brokerages agency. We specialize in email marketing for prop firms, building the infrastructure that turns dormant trader lists into consistent revenue. From automated customer journeys to daily forex broker email campaigns, we handle everything - so your team can focus on acquisition while we monetize what you already have.
The Problem
Most brokerages spend everything on acquisition and nothing on activation.
Your ESP/CRM is full of traders who registered but never deposited. Traders who deposited once and went quiet. Affiliates who signed up and never promoted. Every one of them is a revenue opportunity sitting untouched.
The industry average email open rate for financial services is 12-15%. Most brokerages either don't send emails at all, or send generic blasts that land in spam. The result is the same - money left on the table.
Client Results
Hankotrade
Full email operation across a 300,000 contact list. Promotional campaigns, automated journeys, and brand communications. Numbers straight from the dashboard.
Monthly Overview - Last 30 Days
Full month of email campaigns across a 300,000 subscriber list. Consistent open rates averaging 25% - well above the 12-15% financial services industry benchmark. Over 716,000 emails sent and tracked with full deliverability monitoring.
Weekly Snapshot - Last 7 Days
Weekly campaign cadence showing sustained engagement. Open rates holding steady across multiple sends per week. No list fatigue, no deliverability drops - because we manage sending infrastructure, warmup, and segmentation ourselves.
Single Campaign Performance
Individual promotional campaign results. Each campaign is written, designed, and deployed by AIM. Subject lines are A/B tested. Send times are optimized per segment. Every email includes tracking links for full attribution.
Campaign Consistency - Last 3 Sends
Three consecutive promotional sends showing consistent performance. This isn't a one-off spike - it's a system. We maintain engagement across every send because we rotate angles, segment audiences, and manage frequency carefully.
Client Results
NTW Markets
Automated customer journeys built from scratch and targeted promotional campaigns. The results speak for themselves.
Automated Customer Journeys
43.31% average open rate across 7 automated customer journey campaigns. Behavior-triggered sequences - registration flows, deposit activation, inactive trader recovery. 508 emails sent with a 4.92% click rate and 11.36% click-to-open rate. Individual journeys hitting as high as 66.23% open rate and 29.41% click-to-open rate.
Promotional Single Send
Single promotional campaign to NTW Markets' master contact list. 5,984 emails sent. 2,057 unique opens. 99 unique clicks. Only 10 unsubscribes and 24 bounces across the full list - clean infrastructure, high deliverability, real engagement.
Built for trading. Not adapted from e-commerce.
Every email sequence, every automation trigger, every subject line - engineered specifically for trader psychology. We understand deposit cycles, challenge retries, and dormancy reactivation because that's all we do.
The System
What we build and operate for you.
A complete email marketing operation - from technical infrastructure to daily campaign execution.
Infrastructure & Technical Setup
- ESP configuration (SendGrid, ActiveCampaign, Mailgun, Klaviyo)
- Domain setup, DKIM, SPF, DMARC, and warmup
- ESP/CRM integration for behavioral segmentation
- Deliverability monitoring and optimization
Customer Journey Automation
- Registration to Verification flows
- New user to First deposit activation
- Inactive trader recovery sequences
- Loss recovery & re-deposit journeys
- Affiliate activation & education flows
Campaign Production & Execution
- 2-4 promotional campaigns per week
- 1-2 brand/content emails per week
- Full copywriting, design, and deployment
- A/B testing on subject lines and send times
Tracking & Attribution
- Deep tracking links on every campaign
- Deposit and revenue attribution per email
- Weekly KPI reports delivered to your team
- Continuous optimization based on data
Creative Samples
We write, design, and deploy every email.
Every campaign is produced in-house - copywriting, graphic design, HTML build, and deployment. Here's what our work looks like.
TradeLocker - Email Creative (Built by AIM)
Hankotrade - Deposit Bonus
NTW Markets - Communication
How It Works
Three things from you. Everything else from us.
Onboarding call
One call to understand your brokerage, your ESP/CRM, your trader segments, and your goals. That's the starting point.
ESP/CRM access
We need access to your ESP and CRM so we can build behavioral segments and trigger automated journeys. No data, no targeting - this is the foundation.
Weekly check-in
One call per week to review performance, align on upcoming campaigns, and flag any urgent promotions. Everything else is handled by AIM.
Working Together
A partnership built on shared results.
We don't believe in one-size-fits-all pricing. Every brokerage has different list sizes, revenue goals, and infrastructure needs. Our engagement model reflects that.
Full-service operation
We handle the entire email channel - infrastructure, automation, creative, deployment, and reporting.
Performance alignment
Our compensation is tied to the revenue we generate. If we don't perform, we don't earn the performance component.
Scalable infrastructure
The system scales with your business. As your list grows and revenue increases, the operation grows with it.
Investment
Pricing starts from $5,000/month + performance percentage
The final structure depends on the scale of your email list, revenue goals, the level of infrastructure required, and the number of campaigns per week.
Let's define the right structure together based on your goals.
Frequently Asked Questions
Common questions about our email marketing service.
What is email marketing for trading brokerages?
Email marketing for trading brokerages is a specialized system that uses automated email sequences, customer journeys, and targeted campaigns to activate dormant traders, increase deposits, reduce churn, and drive revenue from your existing trader database. Unlike generic email marketing, brokerage email systems must account for regulatory compliance, trader lifecycle stages, and platform-specific events like margin calls or dormancy periods.
How does email marketing work for prop firms?
Email marketing for prop firms focuses on converting free trial users into paid challenge purchases, nurturing failed traders into retry purchases, and building automated sequences around key events like challenge passes, payouts, and account milestones. AIM builds the full infrastructure including ESP setup, domain warmup, segmentation, and 70+ automated sequences tailored to the prop firm business model.
What email open rates should a forex broker expect?
Industry average email open rates for forex brokers range from 8-12%. AIM consistently achieves 25%+ open rates on lists of 300,000+ contacts through proper domain warmup, list hygiene, segmentation, and send-time optimization. Our best-performing campaigns have reached 60%+ open rates on targeted segments.
Do you work with CFD brokers and crypto exchanges?
Yes. AIM works with all types of trading companies including forex brokers, CFD brokers, crypto exchanges, prop trading firms, and trading influencers. Our email systems are built specifically for the trading industry and account for the unique compliance, lifecycle, and monetization patterns of each business type.
How long does it take to set up email marketing for a brokerage?
Full email infrastructure setup for a trading brokerage typically takes 4-6 weeks. This includes ESP migration or setup, domain warmup, CRM integration, customer journey mapping, template design, and the first batch of automated sequences. Most clients see measurable results within 60 days of launch.
What ESP do you recommend for trading companies?
We work with ActiveCampaign, Customer.io, SendGrid, and other major ESPs depending on your specific needs. For trading brokerages with large contact lists (100K+), we typically recommend Customer.io for its event-based automation capabilities. For smaller prop firms and influencers, ActiveCampaign offers the best balance of features and cost.
Ready to monetize your existing traders?
If you have a trader database and want to turn it into a revenue engine, let's talk. One call is all it takes to get started.
Or reach out directly - we respond within 24 hours.