Five audit areas. One compound CPA roadmap. Delivered in 4–6 hours. The full 7-stage funnel including the 4 stages generic analytics can't reach — with the compound CPA prioritisation that tells you which fix produces the biggest FTD volume increase per pound spent.
Book a Discovery Call →The complete conversion funnel audit for a regulated financial brand — from landing page through to first deposit, including KYC, mobile UX, post-registration communication, and PSP configuration.
Landing page, registration, KYC initiation, KYC completion, KYC approval, deposit page, first deposit — all seven stages mapped from GA4 and back-office data. KYC initiation rate (communication and expectation-setting), KYC completion rate (UX friction and form design), KYC approval rate (document guidance quality) diagnosed as three separate metrics pointing to three different fixes. Of 1,000 visitors, directionally only 330 reach the deposit page. The audit identifies where the other 670 are lost and what the highest-leverage fix is at each stage.
Forex broker KYC registrations are predominantly mobile — and mobile-specific friction in the KYC stages is frequently the single largest conversion loss. Mobile registration form experience, document upload UX on mobile, and deposit page on mobile audited specifically. Trust signals — regulatory badges, security indicators, social proof — assessed at each conversion stage for presence, prominence, and compliance with FCA requirements on regulatory claims.
How many hours between registration and first KYC email? What does the email say? Does it set document expectations clearly? Does it include a direct link to KYC? Most forex brokers register a trader and send a generic welcome email that doesn't mention KYC — and then nothing for 48 hours while the trader loses momentum and interest. The post-registration communication sequence audit is one of the highest-leverage, lowest-cost CRO fixes available. No design changes. No development. Just the right message at the right time.
Payment method availability assessed against trader location demographics and payment preferences. PSP decline rates by method where data is available — a trader who reaches the deposit page and has a payment declined is one alternative method away from converting. Deposit page UX: number of steps, friction points, trust signal presence, and compliance with FCA requirements at the point of financial commitment.
How do the three main competing brokers structure their registration and KYC process? What document guidance do they provide? What does their post-registration email look like? What payment methods do they offer at deposit? Competitive funnel benchmarking identifies where your conversion funnel is behind the competitive standard and where there's an opportunity to be materially better.
4–6 hours total. You provide the data. I do the analysis. You review and present. The 80/20 roadmap is the centrepiece — not a 60-page report of every finding.
30–45 min
Ahrefs exports, GSC, GA4, ad account data, back-office funnel numbers. One brief covering the client's 3 main problems and 3 main competitors. Everything exportable in under an hour.
2–3 hours
Complete audit across all pillars. Competitor gap analysis. YMYL and FCA compliance review. Findings prioritised by commercial impact — not by audit severity score.
30–45 min
You review the output, add client relationship context, adjust framing. Nothing should surprise you — the 80/20 roadmap is structured to match the priorities you briefed.
1 hour
Presentation-ready findings. The 3 highest-leverage fixes first. Supporting actions second. 90-day roadmap as the centrepiece. Discovery conversation for the next engagement built in.
The 80/20 rule applied to every output: the 3 things that move the needle 80% of the way, the next 5 that handle the remaining 20%, and everything else deprioritised and revisited in 90 days.
The 80/20 roadmap format
3 highest-leverage actions → fix these first, they produce 80% of the improvement.
Next 5 supporting actions → the remaining 20%, sequenced by compound impact.
90-day timeline → month-by-month so the CMO can plan resources and set expectations internally.
Book a discovery call to discuss your current funnel visibility, where the largest conversion losses are occurring between registration and first deposit, and what the full-funnel audit would find for your trading platform and KYC setup.
Book a Discovery Call →