Revenue Intelligence
Automatically recover lost revenue across your client lifecycle.
Total Recoverable Revenue
$38.6M
across 284,000 accounts
Revenue Recovered (30d)
$2.1M
+14% vs last month
Active Automations
3
flows running
Conversion Rate
12.4%
Recovered / Targeted
Funnel Overview
Lifecycle Funnel
284,000
Onboarded
198,800
Funded
−30%119,280
First Trade
−40%59,640
Active Trader
−50%35,784
Retained
−40%Biggest drop-off detected at: First Trade → Active Trader
Active Recovery Flows
Funding Reminder
No funding after 7 days
First Trade Nudge
Funded, no trade in 5 days
Reactivation Campaign
No trade in 60+ days
Action Performance
Emails Sent
142,800
Last 30 days
Click Rate
18.3%
Industry avg 12%
Conversion Rate
12.4%
Recovered / Targeted
Revenue Recovered by Flow
Recovery Playbooks
Activate New Users
Converts onboarded users into funded accounts via targeted reminder sequences.
Drive First Trade
Converts funded users into active traders with timely nudges and incentives.
Reactivate Dormant Accounts
Brings inactive users back to trading with personalised re-engagement campaigns.