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Lifecycle CRM & Retention

Move users from registered → funded → active → retained.

What we do

We design behavior-triggered lifecycle journeys segmented by funnel stage—so every email, SMS, and in-app nudge increases activation, second deposits, and 90-day retention.

Inside this service
  • Stage-based segmentation (registered, KYC-started, funded, active, dormant)
  • Behavior-triggered email + SMS sequences
  • Activation playbooks for first-time depositors
  • Reactivation programs for dormant users
Deliverables
  • Lifecycle journey blueprint
  • Segmentation logic & triggers
  • Templated content library
  • Retention dashboards
Outcomes we optimize for
Higher second deposit rateHigher 30/60/90-day retentionLower dormancyCompounding LTV

Want this engineered into your broker funnel?