Stop losing the clients you spent everything to acquire.
The economics of retail broking are simple: you spent hundreds of pounds acquiring each trader. Losing them silently to a competitor after three months is the most expensive thing your business does. We build the AI that catches them before they leave.
Why 'the same three emails to everyone' stopped working.
Every trader looks fine right up until they don't. Loss cascades, cooling activity, a sudden change in login pattern, a first withdrawal request — humans can see these signals one client at a time, on a client the size of your top 20. On the other 19,980, no one is watching.
The retention marketing that runs against this population is almost always the wrong shape: batch email, generic bonus offers, mass SMS blasts. It converts a fraction of a percent and slowly poisons the deliverability of the channel.
What good broker retention looks like.
A retention system, not a retention campaign. It should do three things at all times:
- Score every active trader for churn risk daily — using trading behaviour, session cadence, deposit/withdrawal pattern, sentiment from support tickets, and IB-context signals.
- Protect VIPs pre-emptively: when a top-decile client shows the first four signals of a walkout, page a human retention specialist with the full context, not a generic dormancy email.
- Run segment-of-one reactivation for dormant clients: content, offer, channel and timing chosen per trader by the model, executed through your existing CRM.
What KJ Capital ships.
A production retention intelligence stack that layers on top of your CRM (B2Core, FYNXT, Skale, Impact Telecom, Salesforce FSC, custom). We deliver:
- A daily churn model trained on your own client history, with published precision/recall on hold-out cohorts.
- A VIP early-warning service routed to your retention team's tooling of choice.
- A dormancy reactivation engine that runs segment-of-one journeys through your existing messaging stack.
- A per-channel and per-segment attribution view so you finally know what actually worked.
- Guardrails against over-messaging, disclosure violations and jurisdictional issues.
What the build should be designed to measure.
These are planning targets, not KJ Capital client results or guarantees. The Diagnostic validates baselines, feasible targets and measurement before a Build is scoped.
What buyers ask us about this build.
Q01Do we need a new CRM?+
Q02What does 'segment-of-one' mean in practice?+
Q03How is this GDPR / consent compliant?+
Q04Can it handle prop-firm client lifecycles?+
Q05Price?+
What brokers ship alongside this one.
Deposit & Funding Recovery
Deposits fail. PSPs decline. Cards get flagged. The vast majority of it is recoverable if the system reacts intelligently in the moment — instead of waiting for the client to try again on their own (they usually don't).
IB & Affiliate Intelligence
Most brokers still manage their IB networks on spreadsheets and monthly PDFs. The small IBs never get an activation nudge, the big IBs are never actually audited, and coordinated fraud rings quietly siphon commission. AI closes all three gaps.
Compliance-Safe Marketing
The bottleneck in broker marketing isn't creative. It's the four rounds of compliance ping-pong that turn a two-week campaign into an eight-week one. We build the AI layer that gets it right the first time.