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CRM & Retention

Turn registered users into long-term, high-value clients

Lifecycle automation, reactivation sequences, and personalised nurture flows that maximise customer lifetime value. We integrate with your existing CRM or build the right stack from scratch — designed for the specific compliance requirements of regulated financial brands.

25-60%

LTV improvement typical

3x

Reactivation rate vs. manual outreach

100%

Regulatory-compliant templates

The Challenge

What most brands get wrong

In regulated industries, the gap between registration and first deposit — or between first deposit and second — is where the majority of potential lifetime value is lost. Most brands don't have the automated infrastructure to systematically close these gaps, relying instead on manual outreach that doesn't scale.

Our Approach

How we deliver results

A structured process designed for the specific demands of regulated financial markets.

01

Lifecycle Mapping

We map every stage of your customer journey from registration to churn, identifying the highest-value intervention points.

02

Segmentation Design

Behavioural, demographic, and value-based segments that enable genuinely personalised communication at scale.

03

Automation Build

Email, SMS, push, and in-app sequences built in your CRM — covering onboarding, activation, upsell, and reactivation.

04

Compliance Review

All communication templates reviewed for regulatory compliance before deployment — GDPR, MiFID, MGA, and UKGC requirements.

05

Continuous Optimisation

A/B testing, send-time optimisation, and monthly performance reviews to improve conversion at every stage.

FAQ

Common questions

Let's Talk

Ready to improve your crm & retention?

Talk to our team about a tailored programme for your brand. We work with regulated financial businesses across forex, iGaming, and fintech.