C02 // Customer Journey CRM · Acquisition

The lead-to-first-deposit flow, engineered end to end.

The single most valuable brokerage flow. Registered → verified → funded → first-traded — with drop-off recovery at every step and a real number for every intervention.

For brokerage growth and CRM teams whose entire economics depend on lifting the conversion between signup and FTD.

The Problem

Why firms come to us for this.

01
The funnel leaks at every stage

Signup → KYC → funded → traded typically loses 60–80%; every leak is money you already paid to acquire.

02
Recovery is generic

The same 'complete your registration' email goes to everyone, regardless of where they got stuck or why.

03
Nobody owns the flow

Product owns signup, compliance owns KYC, growth owns emails, dealing owns first-trade — nobody owns the whole arc.

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 dashboards & experiment surface
L04Multi-stage recovery orchestration
L03PSP + KYC event integration
L02Customer graph & source attribution
L01Content + creative library
Capabilities

What ships in the box.

Stage-by-stage funnel view

Live conversion at every micro-step from signup to first trade, per cohort and per source.

Personalised recovery flows

The recovery message adapts to where the client stalled, what device, what jurisdiction and what product.

Payment-method intelligence

PSP failover triggers, wallet suggestions and re-attempt journeys based on failure reason.

Adviser hand-off at value thresholds

A high-intent prospect is called by a person; a low-intent one is nurtured by machine.

Cohort A/B testing

Every intervention measured in incremental FTDs, not opens or clicks.

Attribution back to source

Every FTD attributed to the campaign, creative, keyword or IB that produced it.

Example

A UK trader from ad-click to first trade.

Step 01
Meta ad click → landing page → account created. Attribution captured.
Step 02
KYC document-capture abandoned. 90-minute recovery SMS with one-tap resume link.
Step 03
KYC passed. Deposit page opened, card declined. PSP failover to Trustly + WhatsApp assist.
Step 04
Deposit lands. Activation nudge fires; first trade placed within 24h. FTD attributed to source ad.
Integrates with
StripeSkrillNetellerPayPalPSPsOnfidoSumsubinternal CRMMT4/5
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.