Our Customer Retention Insights feature enables brokerages to anticipate and address customer churn before it happens. By analyzing real-time behavioral data, you can identify when a client is showing early signs of disengagement—whether through reduced trading, withdrawal activity, or prolonged inactivity.
This data allows you to proactively reach out to clients with tailored communication, offers, or assistance, helping you retain users longer and reduce customer attrition.
Key Data Points We Capture
Our advanced system captures critical user behaviors across your platform, giving you the insights needed to take preemptive actions. The core data points include:
Trading Activity Trends
Monitor frequency and volume of trades, identifying users who show a reduction in activity or have stopped trading altogether.
Deposit and Withdrawal Patterns
Track significant withdrawals, changes in deposit behavior, or users who are no longer funding their accounts, signaling potential disengagement.
Account Engagement
Understand how often users log in, how much time they spend on the platform, and if they’re engaging with key features. A drop in activity can indicate dissatisfaction.
Portfolio Shifts
Detect changes in portfolio risk profiles, such as moving assets to more conservative positions or reducing holdings, which can be an indicator of intent to withdraw or exit.
Turning Insights into Action
With this data, your team can make informed decisions about which customers need personalized retention efforts. Here’s how the insights can drive action
Proactive Outreach:
Contact users showing signs of disengagement with personalized communication, offers, or support, addressing their needs before they decide to leave.
Customized Retention Campaigns
Tailor your marketing efforts based on individual behavior, ensuring every customer feels valued and supported in their journey.
Data-Driven Retention Strategies
Use insights to develop long-term retention strategies based on the specific needs and behaviors of different user segments.
Customizable Analytics & Dashboards
You can seamlessly integrate the behavioral data into your existing analytics tools such as Power BI or work with one of our partners to create a tailored dashboard. This allows your team to visualize trends, set up custom alerts, and easily track at-risk users in a user-friendly interface.
(To activate this feature, we’ll tag your trading platform with our Behavioral Capture SDK, ensuring that the necessary data is collected to provide these insights. You can choose which parts of the platform you want to monitor based on your specific retention goals.)
Why It Matters
Understanding when and why customers disengage gives you the power to prevent churn before it happens. The Customer Retention Insights feature helps brokerages:
Reduce Customer Attrition
Take action before a client withdraws all their funds or stops trading completely.
Maximize Lifetime Value
Retain high-value clients by addressing their needs with personalized and timely interventions.
Boost Customer Satisfaction
Build stronger, long-lasting relationships by showing that you understand and care about your clients’ experience.
Ready to keep your clients engaged?
Let’s discuss how Customer Retention Insights can help you improve retention and grow your business. Contact us for a demo or consultation.