A marketing plan built for how brokers really grow
XFIV builds marketing strategies for brokers: which markets and client types to target, which channels to use and which to avoid, what to say within the rules, how to work with introducing brokers and affiliates, how much to spend, and how to measure cost per funded client rather than clicks.
Why do generic marketing plans fail for brokers?
Broker marketing works under constraints most agencies never meet. Ad platforms restrict financial-services ads and often require proof of authorisation. Regulators set rules on risk warnings, bonuses, performance claims and who can be targeted. Affiliates and introducing brokers can bring growth, and they can bring compliance risk.
The metric that matters is also different: not leads or sign-ups, but funded and active clients, and what each one costs. A plan that does not track deposits and client quality will look good for a month and then fail.
Who is this service for?
Brokers preparing to launch
A plan in place before launch, so the website, brand and onboarding are built for it.
Brokers with rising acquisition cost
Brokers whose cost per funded client is climbing and who need to rethink channels and budget.
Brokers entering a new region
Markets, channels and rules reviewed for the region you are adding.
Brokers building an IB programme
Brokers building or fixing an IB and affiliate programme, with clear rules for partners.
What does the marketing strategy include?
Market and client analysis
Where you are permitted to market, client segments, competitors and their positioning.
Positioning and messaging
Your value proposition and key messages, written so they can pass a compliance review.
Channel plan
Search, content and SEO, social, PR, events, partnerships, IB and affiliate programmes, email and in-app, with what each channel is for and its rules.
IB and affiliate model
Structure, onboarding checks, marketing rules for partners and monitoring.
Funnel and conversion
Journeys from first visit to funded account, including onboarding, KYC drop-off and first-deposit steps.
Budget and forecasting
Spend by channel and phase, and the assumptions behind it, which you can test and change.
Measurement
Tracking plan, attribution and a dashboard focused on cost per funded client and retention.
Compliance checkpoints
Where your compliance officer approves campaigns, partners and claims.
How is the strategy built?
Discovery
Business goals, licences and permissions, current data, budget.
Research
Markets, competitors, channels and rules per country.
Strategy workshop
Positioning, priorities and trade-offs with your leadership.
Plan
Channel, content, partner and budget plan in writing.
Tracking setup
Analytics and attribution set up, or a specification for your team.
Launch support
First campaigns with your team or partners, then a review after the first cycle.
Optional ongoing
Monthly or quarterly reviews, or a fractional marketing lead on retainer.
What do you receive?
- Market and competitor report
- Positioning and messaging framework
- 12-month channel and content plan
- IB and affiliate programme outline
- Budget model
- Tracking plan and dashboard specification
- Compliance checkpoint map
Why use our team?
Our team has planned and run marketing for brokers for 18+ years, from inside brokerages and as partners to 30+ brokers worldwide. We know which channels work in which regions, where acquisition cost comes from, and how to grow without creating a compliance problem.
The team behind the work
Our team’s experience in brokerage technology and services.
Supported worldwide by our team, many of them still today.
Staffed every hour of every day of the year.
Guaranteed first response from a trained person.
XFIV is a new brand from FIKO AI LABS LTD. Experience figures refer to our team.
What are the limits of this service?
We do not promise a number of clients or deposits; results depend on markets, product, budget and execution.
Financial promotions must comply with the rules of each country you target. In the UK, financial promotions must be made or approved by an authorised person (FSMA s21). Your compliance team approves every campaign.
Common questions
Do you also run the campaigns?
The core service is the strategy. We can support the first campaigns and offer ongoing help on retainer, or work with your in-house team or agency.
Can you help with Google and Meta ad restrictions?
Yes. We explain the current requirements for financial-services advertising on each platform and plan around them. Some require proof of authorisation in the target country.
Do you work on introducing broker programmes?
Yes. We design the structure, onboarding checks and marketing rules for partners, and how to monitor them.
Can you guarantee a cost per client?
No. We set targets based on your data and market, track them openly and adjust the plan.
Is the strategy useful if we are not live yet?
Yes. It is best done before launch, so your website, brand and onboarding are built for the plan.
Often combined with
XFIV products that pair with this service
Last reviewed 2026-10-30