The customer journey builder finance has been missing.
A visual, lifecycle flow canvas — but with triggers, splits and channels engineered for regulated financial workflows. Registered, verified, funded, active, dormant, churned: every state is a node you can act on.
For growth, CRM and lifecycle teams at brokerages, wealth firms and fintechs — teams who need consumer-grade lifecycle marketing on a regulated product.
Why firms come to us for this.
E-commerce lifecycle tools are built around carts and orders. Your business runs on deposits, mandates, KYC states and trades.
Salesforce and HubSpot Marketing Cloud can send emails; neither can model the multi-week, multi-channel arc of a real client relationship.
Marketing wants to add a step to the onboarding flow; six weeks later, engineering ships it.
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.
What ships in the box.
Drag-and-drop triggers, splits, delays, waits, A/B tests and merge nodes.
Registered, KYC-passed, deposit-attempted, deposited, first-trade, dormant, drawdown, renewal, mandate-signed.
Email, SMS, WhatsApp, in-app, push, adviser-call task — in a single flow, one journey.
Route to an adviser, RM or dealer at the right moment, with the full context attached.
Pre-approved content library, jurisdiction filters and archive-by-default on every send.
Per-node conversion, revenue attribution and drop-off; A/B outcomes measured in deposits, not opens.
A 60-day new-client journey in a single flow.
Often built alongside.
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.