Multi Broker
Featured Solution

Client Retention Suite

AI-powered retention tools that predict churn, trigger re-engagement campaigns, and win back dormant clients before they leave for good.

Key Benefits

Keep users active and engaged with smart retention tools.

Personalized journeys

Create tailored engagement paths for different user segments.

Automated triggers

Set up automated messages and actions to re‑engage inactive users.

Retention analytics

Identify churn risks and measure the impact of retention strategies.

Engagement Lift

Completion Rate

Conversion Lift

Manual Load

Overview

Increase customer loyalty

Boost user engagement and retention with targeted experiences, automated journeys, and personalized touchpoints.

LoginsTradesSupportRetention DashboardHigh Churn Risk (92%)No activity in 14 daysTRIGGERED ACTIONS:Send Re-engagement EmailNotify Account ManagerJDUser targeted

How It Works

How Client Retention Suite Works

See the key steps that guide your day‑to‑day operations.

Segment your audiences

Group users based on behavior, activity, or lifecycle stage.

Design engagement flows

Build targeted journeys to keep users active and committed.

Monitor and refine

Track performance and optimize retention strategies over time.

Deliverables

What You Get

Everything included with your Client Retention Suite implementation.

Automated engagement workflows

Ready-to-run workflows that keep users active without manual effort.

Behavior-based triggers

Smart rules that adapt messages and actions based on real user behavior.

Insights and reporting

Clear engagement and retention metrics to guide your strategy.

RE-ENGAGEMENT

Win Back Dormant Traders at Scale

Identify clients who have stopped trading and automatically launch targeted win-back sequences with personalized offers, deposit bonuses, and multi-channel outreach timed to peak re-engagement windows.

  • Dormancy Detection Engine
  • Automated Win-Back Sequences
  • Personalized Reactivation Offers
  • Optimal Send-Time Scheduling
  • Win-Back Campaign Analytics
  • Multi-Channel Re-Engagement Flows
Win-Back Campaign Engine42 dormant clients targeted · 3 campaigns activeRUNNINGDORMANT CLIENTSJDJohn Doe45d inactiveHIGHMKM. Kim30d inactiveMEDSRS. Ramos22d inactiveLOW+39 more clientsCAMPAIGN FLOW1Re-engage EmailPersonalized offer2Wait 3 DaysNo response check3Bonus Incentive+20% deposit match4Agent CallVIP outreachRESULTSReached38Opened Email24Re-deposited11Win Rate29%View All
PERSONALIZATION

AI-Driven Offers and Behavioral Segmentation

Use machine learning to segment traders by behavioral patterns, predict churn probability, and deliver hyper-personalized retention offers before clients ever consider leaving.

  • AI Churn Prediction Scoring
  • Behavioral Micro-Segmentation
  • Dynamic Personalized Offers
  • Lifecycle Stage Automation
  • NPS and Satisfaction Triggers
  • Churn Prediction
AI CopilotDaily Briefing ReadyLIVECall John DoeHigh churn risk · 14d inactiveUpgrade Offer ReadyAlice Smith · VIP potentialMarket AlertNFP release in 2h · 8 clients exposedNext Best Action3 leads need follow-uptoday. Start with John?Yes, open his profileOpening John Doe · VIPLast deposit: $4,200 · 14dCall NowAsk AI anything…

Ready to transform your operations?

Start building smarter workflows today with our tailored solutions.

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