C04 // Customer Journey CRM · Funding

Deposit and funding flows that actually recover revenue.

Abandoned-deposit recovery, PSP-failover messaging and top-up prompts triggered by equity utilisation and margin pressure — the flows around the moment money moves.

For brokerages where funding friction and abandoned deposits quietly cap FTD and re-deposit rates.

The Problem

Why firms come to us for this.

01
Abandoned deposits are ignored

A card declines and the client silently gives up; nobody hears from them.

02
PSP failover is manual

Ops teams learn about elevated decline rates on a specific PSP hours after it starts biting.

03
Top-ups aren't asked for

Clients in drawdown or approaching margin get support tickets, not a proactive top-up path.

Anatomy

What we actually build for you.

Every engagement is bespoke — but the underlying architecture follows the same layered pattern. Owned by you, deployed on your infrastructure.

L05Growth + ops dashboards
L04Recovery + failover orchestration
L03PSP integration + monitoring
L02Equity + margin event ingest
L01Content + offer library
Capabilities

What ships in the box.

Abandoned-deposit recovery

Multi-channel recovery timed and personalised by failure reason and value tier.

PSP intelligence

Live decline-rate monitoring per PSP, per BIN, per jurisdiction — with automatic failover suggestions.

Wallet & method suggestions

The right funding method offered to the right client at the right time.

Equity-triggered top-up prompts

Client crossing 40% equity utilisation gets a proactive, compliant top-up conversation.

Withdrawal-friction reduction

Structured flows for withdrawal requests that reduce churn triggered by delays.

Funding experiments

A/B test funding UX, wallet order and recovery timing on incremental deposit volume.

Integrates with
StripeTrustlySkrillNetellerbank transfer railscrypto on-rampsMT4/5
Talk to Us

Scoping a build for a brokerage, wealth firm or fintech?

We take a small number of new engagements each quarter. Send a two-line brief and we'll respond within 48 hours.