Interactive Trading Education Portal Development
The unique mix of a financial trading tool and webinar platform teaches brokers how to trade and allows them to do it right there. Integrating different advanced services enables us to download webinars from the current base, analyze and rank videos according to specific parameters, provide transactions, register new users, and more.
Technical stack includes:
The task
We were asked to create an information portal for teaching people basic and advanced techniques in the financial markets. This portal is a marketing tool for the broker that helps to sell the broker’s products - different financial instruments (including MT4) which are taught how to use.
FCA Compliance
To receive the FCA, you have to complete a questionnaire in your profile and choose the type of investor, you prefer to be. Also, we check people's passports with the ID3 system. Once the person has registered, he/she gets a secure client area that contains all information relevant to the investments.
Integrations
To save money, third-party services were chosen to fulfill all the client's requirements. Therefore, our work in this project aimed to integrate with various services, such as webinar jam, jwplayer service, MT4, Cake, and Salesforce.
Our involvement
Initially, the project was created for brokers to promote their services through content marketing. When the educational portal was created, we joined the project. The selection of all third-party services and the design was entirely our job.
Integration with webinar jam
- The integration enables the use of webinars jam service, all its charms, and download webinars out of the base and not create them from the beginning.
- Registration of webinar visitors on our website in the webinar jam
- Webinar jam was customized according to the client’s needs - new fields were added for webinars.
Integration with jwplayer service
- Download videos from jwplayer, caching online
- Video branding
- Custom HTML5 player that looks like we need it
- Analysis of the number and ranking of video views according to various parameters
- Extra fields were added to video content in jwplayer to fit the client’s requirements.
Integration with МТ4
MT4 Account sales are one of the broker products, so we provide integration with it.
- Opening an account - user registration
- Balance review - in the Client Area
- Transactions in МТ4 (deposit or МТ4) - occurs when a person commits Deposit and Withdrawal
Integration with Cake
The service of affiliate advertising campaigns allows our project:
- To pay the money to affiliates for the fact that they lead the traffic
- To register affiliate partners
- To track CPC, CPL and CPA conversions with data transfer directly to the Cake
- To serve more than five types of CPL Conversion
- To serve more than ten types of CPA conversion in three different directions
Integration with CRM Salesforce
- Lead generation - JOIN US NOW form, which is filled out when a person gets interested in the service so that a sales manager can contact him later.
- Registration of three types of clients: traders, IBs (introducing broker partners), and affiliates (those who provide advertising).
- Using Salesforce as a direct client base - SF is our main base, so if anything happens with our base, we can upload all information from SF.
- Authentication through SF - to not create a database with the features and salespeople from the beginning and to use a ready-made base, which was led before.
- Using Salesforce as an integration base - we can upload clients' data from other SF bases (other broker products), so they get access to our portal.
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Ryzhokhin