Trader Retention Consultant · Forex & CFD Brokers
You spend $1,000+ to acquire a single active trader. They make an FTD, trade for a few weeks, then go dormant. No reactivation sequence. No retention desk follow-up. Just a dead account generating zero volume and zero spread revenue. I build the retention system that turns dormant traders into monthly actives, drives repeat deposits, and makes your existing book your most profitable growth channel.
You acquire traders at $1,000+ each.
Over 70% of them quit within 6 months.
Your monthly churn rate is eating your growth alive.
Every brokerage obsesses over FTDs, affiliate performance, and IB network growth. Nobody builds the infrastructure to keep traders active after the first deposit. Retaining one trader costs 5-7x less than acquiring a new one. But your retention desk is reactive. Your CRM sends the same generic blast to 50,000 accounts. And your dormant traders sit there generating zero volume, zero spread revenue, and zero commissions. I fix that.
"Traders make one deposit and we never see a second one."
They complete KYC, make an FTD, trade for a few weeks, then go silent. Your CRM shows thousands of accounts with last login dates from months ago. That is $1,000+ in acquisition cost per trader, generating zero spread revenue.
"Our monthly actives keep declining but we keep buying more traffic."
New FTDs come in through affiliates and IBs. But your active trader count stays flat because existing clients churn out the back door just as fast. Your CAC keeps climbing. Your ARPU stays flat. The math stops working.
"We have 40,000 registered accounts. Maybe 2,000 are active."
The rest are zombie accounts. Traders who passed KYC, maybe deposited once, then went dark. Nobody on your retention desk is working them. Nobody is segmenting them by deposit history, trading behavior, or reactivation potential. Dead money.
Same platform. Same trader base. Completely different economics on every FTD.
Without
Traders deposit once, go dormant, and you start the acquisition cycle over.
With
Retention runs across your entire book of traders, automatically.
You are paying more per FTD through affiliates, IBs, and paid campaigns every quarter. But your active trader count does not grow because clients churn out just as fast as they come in. Your ARPU stagnates. Your CLV never compounds. I fix the back end so every dollar of acquisition spend actually turns into recurring spread revenue.
They make an FTD, trade for a few weeks, hit a losing streak, and disappear. No follow-up from your retention desk. No behavioral trigger. No segmented win-back. These traders already proved willingness to deposit. I build the automated system that catches them before they go silent and brings them back when they do.
Traders who passed KYC, made an FTD, maybe even traded actively for a while, then went dark. Your back-office shows last login dates from months ago. That is thousands of dollars in acquisition cost per account, sitting there collecting dust. I build the reactivation infrastructure that segments dormant accounts and brings the right ones back to active trading.
The cheapest growth you will ever get is already in your book. Traders who deposit again, increase their lot sizes, upgrade to VIP tiers, or simply stay active one more month. Each additional month of active trading is $50-200 in spread and commission revenue you did not have to pay acquisition costs for. I build the behavioral triggers that drive that automatically.
From first call to a running retention system your team operates independently.
Start with the free audit →I review your full trader lifecycle: registration to KYC completion, KYC to FTD, FTD to first trade, active to dormant. I identify the two or three specific drop-off points where your brokerage is losing volume and revenue.
You know exactly where in the lifecycle traders churn, before paying a cent
I segment your trader base by lifecycle stage and churn risk: zombie registrations that never deposited, one-time FTDs, declining-volume actives, high-value traders showing withdrawal patterns. Each segment gets a prioritized recovery plan ranked by revenue impact.
A clear recovery list segmented by account tier and CLV potential
Automated retention sequences installed in your CRM and back-office stack. When a trader stops logging in, declines in volume, or shows a withdrawal spike, the system intervenes with the right message, offer, or account manager alert at the right lifecycle stage.
Retention running 24/7 across every trader segment in your book
Full documentation. Before-and-after metrics on monthly actives, reactivation rate, repeat deposit rate, ARPU, and CLV by trader cohort. Hard data your leadership, compliance team, or board can actually use. Your retention desk owns the system from day one.
Your retention team runs it independently with a documented playbook
No platform migration, no new CRM vendor, no 6-month integration. I connect to your MT4/MT5 admin, cTrader, CRM, back-office, and affiliate tracking tools. We start from where your stack is today. I work around your existing systems, not against them.
I read the behavioral signals your platform data already produces. Declining lot sizes, login frequency drops, withdrawal-to-deposit ratios, support ticket patterns, last trade dates. The answers are already in your CRM and MT5 admin. Nobody has connected the dots across the full trader lifecycle yet.
Automated sequences triggered by real trading behavior, not arbitrary 30-day email blasts. When a trader's volume declines three weeks in a row, the system triggers a personalized re-engagement. Not two months later when they have already moved their deposits to a competitor offering a welcome bonus.
Jefferson Lawson
Retention Consultant for Forex & CFD Brokers
6 months deep inside the trading industry building a full retention infrastructure from scratch. Behavioral scoring by trader cohort, automated reactivation sequences triggered by dormancy signals, CLV tracking segmented by account tier and deposit history, churn prediction based on real platform data. Not theory from a consulting deck. Production systems that actually process trader behavior and generate re-engagement at scale.
Former trader myself. I know the psychology behind a losing streak, what makes someone withdraw everything versus what makes them deposit again. That is the difference between retention advice from a CRM generalist and a system built by someone who understands what your traders actually experience on the platform.
90 d
from first call to running system
0
platforms to replace in your stack
Three ways in. Pick the one that fits where your brokerage is right now.
Free to start
You leave knowing exactly where your traders are leaking out.
Not sure where to start? I look at your trader lifecycle, CRM data, and platform analytics. I find where active traders go dormant and tell you exactly what to fix first. One week. No cost. No pitch. You leave with something actionable whether we work together or not.
Recommended
A complete trader retention system built and running in 90 days.
The full 90-day engagement. I build a retention system tailored to your brokerage with automated dormant reactivation, declining-volume intervention, repeat deposit triggers, and a complete playbook your retention desk or marketing team can run without me.
Ongoing
Monthly optimization so the system keeps compounding results.
Once the system is running, I stay on to keep it compounding. Monthly review of churn data by trader segment, sequence optimization based on live reactivation and deposit rates, and proactive alerts when a cohort starts showing declining volume or rising dormancy.
Free 30-minute call. I look at your trader lifecycle, identify exactly where active traders go silent, deposits stop, and volume declines. One clear action you can take this week to start recovering lost spread revenue. No pitch. No slides. No agenda except being useful.