> The persuasion model for brokers: KYC, first deposits and reactivation over WhatsApp, iMessage and SMS. Leveraged: 38% more funded accounts, 7-month A/B test. Canonical: https://www.sellence.com/trading Title: Sellence | Persuasion Model for CFD, FX and Crypto Brokers For CFD, FX and Crypto Brokers # The Persuasion Model Built for Brokers. It completes KYC, lands the first deposit and wins back dormant traders over WhatsApp, iMessage and SMS. It answers the objection, follows up for weeks, and funds the account in your name. [Book a Demo](https://www.sellence.com/demo) See How It Works Trained on over 3.5M real sales conversations, including how each one ended. Updated October 18, 2026 In Good Company The Status Quo ## No Conversion Desk Can Call Every Registration Back. ### Registrations Nobody Calls Back The desk works the hot list. The rest wait, then pick another broker. ### KYC Abandoned at the ID Step The trader saw the ID upload and left. Nobody explains that verification moves no money. ### First Deposits That Never Arrive Verified, balance zero. They are checking a spread elsewhere, and nobody answers the question. The Model ## The Brain That Funds Accounts. Sellence's edge is sales psychology. The model reads the hesitation, the timing and the real objection. Then it answers like the best closer on your desk. Now you can talk to every trader, personally, and close. Behind Every Reply to a Trader 1. 23 ### Buyer Types the Model Recognizes The rational one comparing numbers. The worried one who needs reassurance. The busy one who wants the short version. Each gets its own technique. 2. 420 ### Persuasion Moves Empathy, authority, proof from reviews, objection handling, closing. The model picks the one that fits the moment. 3. 3.5M+ ### Real Sales Conversations Trained on all of them, including how each one ended: deal or no deal. How It Works ## Co-pilot for the Desk, Autopilot for the Rest. Co-pilot lifts every seat on the desk to your best closer. Autopilot runs that closer alone. You set the pace. Co-pilot ### Every Seat at the Level of Your Best Closer The model drafts the best reply on every message. The desk approves or edits, and sends. Autopilot ### Your Best Closer, on Every Thread The model runs the thread end to end, for weeks, in every time zone you serve. It hands off only when your rules say so. - WhatsApp - iMessage - SMS - Phone - Web chat One thread carries across all of them. ### Sits Beside Your Broker CRM and Platform. No IT project. The model reads what your stack already knows. #### Runs Off Your Platform's Events Registered, KYC abandoned, verified, unfunded, dormant. Your platform sends the event, the model opens the thread. #### Our Engineers Do the Connection Broker CRM, MT4, MT5 or cTrader, Sumsub or Onfido, as examples. Our engineers connect them. Your team approves. #### Your Broker CRM Stays the Record Every thread, KYC status and first deposit writes back. You decide how much. The Results ## What It Did for a Broker. Leveraged ran a 7-month A/B test on abandoned signups. Same desk, same registrations, half with Sellence, half without. - +38% ### Funded Accounts from Abandoned Signups Measured against the desk's own process. Every Scenario ## One Brain, Reg to Redeposit. Start with the drop-off that costs most. The same brain then learns the rest of the funnel. ### KYC completion Separates setup from funding, and gets the document uploaded. ### First deposit Answers the spread question and lands the deposit. ### Redeposit Returns to an emptied account at the right moment, inside your rules. The persuasion model ### Dormant reactivation Reaches traders who have not logged in for months. ### Withdrawal objection “I want to test a withdrawal first.” The model walks them through it. ### New registrations Replies within 15 seconds of registration, outside quiet hours. Start with first deposits. Add the rest of the funnel on the same brain. Use Cases and Proof ## Two Drop-Offs on One Broker Funnel. First deposits at Leveraged, KYC completion next. The same brain runs both. First deposit ### Verified, Never Funded Passed KYC, balance zero. The model opens and stays until the deposit lands. 38% more funded accounts at Leveraged. 7-month A/B test, same conversion desk. #### The Trigger: Verified, No Deposit The model opens in your name, with the platform they chose and the step they left. #### The Objection: “The Spread Is Tighter Elsewhere” Inside your approved terms, the model compares the full cost of a trade, spread and commission together. #### The Patience It knows when to push and when to ease off. It comes back weeks later, in the trader's local time. #### The Close Deposit link, confirmation, funded status written back to your CRM. Nobody on the desk touched it. KYC completion ### Stopped at the ID Upload Registered, then left at the document step. The model brings them back, politely. #### The Trigger: A Day After Registration The model asks what held things up, and explains that verification moves no money. #### The Objection: “Why Do You Need My ID?” It explains the check in your approved wording, then sends the secure link to your KYC flow. #### The Follow-Up No answer? It comes back a few days later with a new reason. Your compliance team reviews as usual. Real conversation. Names and details changed for privacy. Security and Privacy ## Built for Financial Promotion Rules. Your traders' data stays with you. Every message is approved wording. Every thread is documented. SOC 2 Type II Audited security controls GDPR Processor DPA with EU standard clauses Approved Wording Financial promotion sign-off Full Encryption In transit and at rest Full details, controls and the SOC 2 report: [trust.sellence.com](https://trust.sellence.com) ### Inducements and Risk Warnings No bonus or inducement language where ESMA, FCA, CySEC or ASIC forbid it. The risk warning sits wherever your rules require. ### Never Advice, Never an Amount Process and terms questions, from approved wording. Suitability and deposit amounts stay with your team. ### Consent Before the First Message Only traders with consent on file. Opt-out holds across every channel. Quiet hours run in the trader's local time. ### Exportable for the Regulator Every message logged with a timestamp, exportable for a review. The trader only sees you. Build or Buy ## Build It on the Desk, or Work with Us? Every serious broker asks. Row by row. | Question | What lands on you if you build | The persuasion model | | --- | --- | --- | | How many registrations get worked | Whoever the desk reaches, in desk hours. | Every registration within 15 seconds of the event, outside quiet hours. Follow-up for weeks. | | Who lands the deposit | Generic reminders, and hoping the trader funds. | Closes on its own, trained on 3.5M+ conversations. Handles the spread comparison. | | Your conversion desk | The system bypasses the desk, or the desk ignores it. | Desk and model, one squad. Autopilot earned seat by seat. | | Time to a funded result | A first version after a year, with no proof it funds. | Live in weeks, measured from day one. Control group built in. | | So it never promises a bonus | One inducement in a message, and compliance shuts the project. | No message leaves without passing your rules. Approved wording only. | | Promotion rules and security | Every script goes back to compliance, and vendor review fails. | SOC 2 Type II from day one. Opt-out on every channel. PII masked before the model. | | Channels and Meta approvals | Templates and every connection maintained by you. | WhatsApp, iMessage, SMS, phone and web chat, maintained by us. | Common Questions ## What Brokers Ask Before a Pilot. **Does it give advice, suggest amounts or mention bonuses?** No. Advice, suitability, deposit amounts and inducements sit outside every thread. Anything else goes to your team. **What if the registration stops at KYC?** It separates setup from funding, answers what stopped them, then sends the link to your Sumsub or Onfido flow. **Where does trader data live?** With you. Direct identifiers become tokens before anything reaches the reasoning model. **Does it work with our broker CRM, our KYC provider and MT5?** Yes. It runs off the events you already send: registered, KYC abandoned, verified, unfunded. Write-back is yours to configure. **Which channels reach a registered trader?** WhatsApp, iMessage and SMS lead, with phone and web chat. A reply on Thursday picks up where Monday left off. **How does a broker pilot run?** 2 months on one scenario, with a control group. Measured on KYC pass rate and reg-to-FTD. Pilots roll into a 12-month term. The Next Step ## Choose Where to Start. We Show You the Deposit. A 30-minute call. We walk your funnel, registration to first deposit, and pick where to start. [Book a Demo](https://www.sellence.com/demo) Consent stays yours. Opt-out on every message. Approved wording only. Every thread logged.