Our Services
Activation Stages That Lose Revenue
From lead to first trade
This audit focuses on the critical points where LATAM users most commonly drop out:
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Incomplete or abandoned KYC
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Funded accounts that never complete a deposit
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First-time traders who never place a trade
These stages are reviewed as a single activation journey.
Local Friction That Slows Conversion
Payments, trust, and clarity
LATAM activation issues are rarely about demand.
They are usually caused by:
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Payment methods that exist but are poorly surfaced
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Messaging that doesn’t build local trust
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Unclear next steps at moments of intent
The audit identifies where local friction interrupts momentum.
Messaging & Tone of Voice
Tone drives action.
Most LATAM funnels suffer from messaging that is:
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Overly generic
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Translated rather than written locally
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Inconsistent across touchpoints
The audit reviews how tone of voice across the board to ensure users to understand what to do next and feel confident doing it.
Growth is hiding inefficiency
LATAM is one of the fastest-growing regions for FX and CFDs.
That growth often masks structural problems:
High lead volumes with low deposit conversion
Strong traffic but weak first-trade rates
Payment methods available, but poorly surfaced
Global CRM logic that doesn’t match local behaviour
These issues rarely sit with one team, which is why they persist.
A full activation review, not an ad audit
Lead → KYC → First deposit
The audit reviews message alignment across ads, landing pages, and onboarding, assesses trust signals and local relevance, and evaluates first-contact timing and tone. It identifies key drop-off points, payment visibility issues, minimum deposit friction, and silence gaps during manual review stages.
First Deposit → First Trade
Post-deposit guidance is reviewed alongside platform-related friction, including confusion between MT4, MT5, and web platforms. Mismatches between demo and live environments are examined, as well as how effectively users are enabled and guided toward placing their first trade.
CRM logic
Timing, frequency, and message sequencing are reviewed, with particular attention to differences between LATAM-specific and global templates. The focus is on identifying high-impact fixes that can be implemented without requiring full CRM rebuilds.
Payments → Conversion
Country-specific payment behavior is reviewed alongside copy and positioning related to speed and trust. Particular attention is given to follow-up flows for failed or abandoned payment attempts, where conversion momentum is often lost.
About Us
LATAM Trading Funnel is built on close to ten years of in-house experience working with FX and CFD brokers operating in Latin America.
The work draws on hands-on involvement in go-to-market execution, product launches, and activation strategy for LATAM markets, including the localization of global trading products and funnels for Argentina, Mexico, Brazil, and other key regions.
All work is provided on a discreet, advisory-only basis, with a focus on improving activation and first-trade performance without increasing acquisition spend.
Working With the Best Clients and Partners
FX and CFD brokers active in LATAM
Brokers expanding into the region
Teams seeing strong lead flow but weak activation
Brokers looking to improve ROI without increasing spend
Get in Touch
Feel free to reach out to us for any inquiries or to explore our LATAM trading activations services further.
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