Bonus Tool Module – Free Trial for 30 Days
CURRENTDESK is excited to introduce its new Bonus Tool, enabling brokerages to encourage clients to proceed through the on-boarding process, deposit funds, and generate volume.
The new Bonus tool offers various bonus types which the brokerage can set to complement its marketing and sales strategy. These include: first time login, uploading KYC documents, first time deposits, repeating deposits, and an inactive client reactivation bonus. The system can apply bonuses not only to the clients who deposit funds, but also to the clients who had referred them. As such the bonus tool supports client referral programs, further expanding your marketing power.
You can set bonus programs to apply to specific segments of clients or to specific events. For example, you can set bonus programs to apply to clients from specific countries, or to accounts of certain denominations. You can limit the time frame in which the system grants bonuses thus encouraging desired near-term behaviors.
In addition to granting bonuses the bonus module also offers the option to convert bonuses into balance based on the volume generated by accounts. As such the bonus module not only encourages on-boarding and deposits but also trading which is what every brokerage wants.
Protect from Loses
The Bonus Module protects brokerages from client “gaming the system” by including auto revoke policies, for example in case clients withdraw funds. Another add-on is the bonus/credit stop-out which prevents clients from losing more than their actual equity.
For more information on either feature, see our Bonus Programs Article. Brokerages interested in using the new Bonus Programs module must contact CurrentDesk Support to have it enabled for their organization.
CURRENTDESK develops innovative software solutions to support brokerage and trading operations. Their solutions tactically reduce workloads, streamline processes, and increase efficiency. The firm’s integrated back-office and CRM solution has been deployed by brokers throughout the world, receiving overwhelmingly positive feedback