Solutions — Brokerages

Revenue intelligence for brokerages that turns lifecycle leaks into recoverable revenue.

Spider connects broker data, product telemetry, and recovery channels to show which accounts are leaking, why they are leaking, and what action can recover them.

Broker API→Intent Telemetry→Recovery Action
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Onboarding friction is invisible

Accounts complete registration and KYC but fail to proceed to funding. Without dedicated lifecycle monitoring, this conversion gap accumulates silently across all new account segments.

Broker data alone isn't enough

Knowing an account is unfunded doesn't tell you whether the user tried and failed, or never had the intent. Intent telemetry fills that gap — so Spider can prioritize who is most likely to recover.

Post-funding inactivity erodes revenue

Funded accounts that fail to trade represent both capital cost and opportunity loss. Identifying and recovering these accounts requires behavioral intelligence at scale, not manual outreach.

Product Architecture

From broker data to recovery intelligence

Broker data tells you which accounts are leaking revenue. Intent telemetry tells you which users are still interested, confused, or blocked. Spider combines both to prioritize the accounts most likely to recover and recommend the next best action.

01Know what happened

Broker Connectivity

Alpaca · MT5 · Saxo · IBKR · REST APIs

Active but unfunded accounts

Funded accounts with no trade

Inactive traders

Idle cash with no position

02Understand why it happened

Intent Intelligence

PostHog · Mixpanel · Amplitude · Firebase · Spider SDK

Wallet viewed

Fund account clicked

Deposit instructions viewed

Bank details copied

Support contacted

03Act where your team already works

Recovery Channels

Customer.io · HubSpot · Mailchimp · WhatsApp · Webhooks

Customer.io

HubSpot

Mailchimp

WhatsApp

Webhooks

Spider Operating Levels

Connect what you have. Get value at every level.

01Broker only

Basic

Broker connected. Spider detects revenue leaks and prioritizes accounts using broker lifecycle data.

02Broker + Telemetry

Intelligent

Broker + telemetry connected. Spider understands user intent before recovery begins.

03Full stack

Recovery

Broker + telemetry + recovery channels connected. Spider can trigger recovery actions through your existing customer stack.

04AI-optimized

Autonomous

Full stack + AI optimization. Spider learns which actions recover revenue and improves recommendations over time.

Spider is the intelligence layer above your broker infrastructure, telemetry tools, and recovery channels — not a replacement for any of them.

Infrastructure Value

Spider for brokerage operations

Continuous lifecycle monitoring across onboarding, funding, and activation stages

Intent telemetry to understand why accounts stall — not just that they did

Automated recovery workflows triggered into your existing customer stack

Real-time conversion visibility for operations and leadership teams

API-first integration with Alpaca, MT4/MT5, Saxo, IBKR and custom broker APIs

Intent signal ingestion from PostHog, Mixpanel, Amplitude, Firebase or Spider SDK

Recovery channel routing to Customer.io, HubSpot, WhatsApp, or webhooks

Enterprise-grade security and data handling for regulated platforms

Ready to explore Spider for your brokerage?

Enterprise access, custom integration support, and private documentation available upon request.