SOLUTIONS · RETENTION
Retention that works while your team sleeps.
Automated journeys. Twenty workflow actions. A rules engine you don't have to write code for. Dashboards your CFO will actually look at.
Retention is where brokerages live or die, and it's where most brokerages still run on a spreadsheet, a CRM filter, and an agent who remembers to check on the dormant traders once a week. Slate's retention engine runs the cohorts your team already tracks — and fires the outreach you'd write if you had the time. It doesn't replace your agents. It handles the part that shouldn't be manual.
The cohorts your team already tracks, automated
Dormant, near-churn, fresh-deposit, high-value, at-risk — every segment your head of retention already has in mind.
Slate ships with a segment builder tuned for broker vocabulary: no-trade-in-30-days, deposit-but-no-second-deposit, loss-streak-at-limit, winner-at-risk-of-withdrawal. Build a cohort once, it refreshes every hour. Point a workflow at it and it runs forever. The same segmentation your best retention person uses in their head, now running on fifty thousand clients at once.
Twenty workflow actions
Every outreach and every guardrail, fireable from a rule.
The rules engine fires eighteen distinct actions: send email, send SMS, send WhatsApp, send Telegram, assign agent, schedule call, recheck KYC, freeze account, unfreeze account, grant bonus (with two-person approval), revoke bonus, adjust margin, flag for compliance, escalate to supervisor, log note, push to sales desk, push to retention desk, archive. Chain them. Condition them. Throttle them. Never write a line of code.
A second approver on anything that costs money
Bonuses, adjustments, and anything with a P&L impact require a second pair of eyes.
Workflow actions that move money — bonus grants, margin adjustments, fee reversals — require a second approver automatically. The retention operator proposes; a second authorized role approves; the action fires. RBAC decides who can propose and who can approve. Every approval is logged in the audit ledger. Your CFO sleeps. Your compliance officer sleeps. The retention desk still gets to move fast.
Dashboards your CFO will actually look at
Cohort performance, outreach conversion, bonus ROI, agent attribution — without a BI project.
Every workflow run lands in a dashboard that tracks which cohort received which outreach, who converted, who didn't, which agents closed, which bonuses paid back. No BI integration, no custom report build, no sales-ops analyst. Filter by date, by segment, by agent, by rule. Export the CSV if you want one.
18 workflow actions · Segment builder — broker vocabulary · Email · SMS · WhatsApp · Telegram · A second approver on bonuses and adjustments · Rules engine — no code · Cohort performance dashboards · Agent attribution · Full audit trail
What powers this
Let your retention run itself.
Book a demo and we'll walk you through an existing broker's retention rules — and what those rules have caught while their team slept.