Retention and dormancy flows for the long client life.
30 / 60 / 90-day inactivity re-engagement, drawdown-empathy flows, win-back offers and reactivation journeys — engineered around the emotional and financial reality of your clients.
For firms whose economics depend on multi-year client life, not first-year acquisition.
Why firms come to us for this.
Clients who stop trading are quietly written off; most were recoverable with the right conversation.
'Come back, here's a bonus' — one message, one segment, one predictable regulator concern.
Clients in a losing streak vanish; the platform never acknowledges the moment.
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.
Continuous prediction of which clients are drifting toward dormancy — well before they actually stop.
Content and outreach tuned to the emotional reality of losing streaks and macro-driven drawdowns.
Different journeys for high-value dormancy, low-value dormancy, and never-activated funded accounts.
Prioritised call lists for the RM / BDM teams built from LTV, dormancy risk and touch history.
Where allowed, incentive strategies pre-cleared with your compliance function.
Every retention intervention measured in extended client life, not opens.
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.