lifecycle customer journey flows — for regulated finance.
Visual journey builder, lead-to-first-deposit flows, IB and affiliate CRMs, VIP journeys, multi-channel messaging and revenue attribution — built for how financial clients are acquired and held.
Customer Journey Builder
Visual multi-step flow canvas: triggers, splits, delays, A/B, adviser hand-off — the lifecycle journey engine finance has been missing.
Read more →Lead → First Deposit Flow
The single most important brokerage flow — registered, verified, funded, first-traded — with drop-off recovery at every step.
Read more →Activation & First Trade
Educational drip, demo-to-live conversion, platform tutorials and behaviourally-timed first-trade nudges.
Read more →Deposit & Funding Flows
Abandoned-deposit recovery, PSP failover messaging, top-up prompts triggered by equity utilisation and margin pressure.
Read more →Retention & Dormancy
30 / 60 / 90-day inactivity re-engagement, drawdown empathy flows, win-back offers and reactivation journeys.
Read more →IB & Affiliate CRM
IB portal, sub-IB hierarchies, commission transparency, IB nurture and activation flows built for brokerage partner networks.
Read more →VIP & High-Value Client Journeys
Tiering by volume and equity, dedicated relationship-manager triggers, event and hospitality journeys for whales.
Read more →Multi-Channel Messaging
Email, SMS, WhatsApp, in-app, push and adviser-call task — one orchestration layer across every touchpoint.
Read more →Attribution & Revenue Intelligence
Deposit-attributed marketing, campaign-to-mandate tracking and real-time budget reallocation across channels.
Read more →AI Segmentation & Scoring
Predictive LTV, churn risk, next-best-action and look-alike modelling driven from your live customer graph.
Read more →Compliance-Safe Marketing
Pre-approved content library, jurisdiction-aware disclaimers and comms archiving for FCA, ASIC, CySEC and MiFID.
Read more →Review, Referral & Community
Trustpilot orchestration, referral engines and community / Telegram automation for brokerage growth loops.
Read more →