Bonus Tool Module – Free Trial for 30 Days
CURRENTDESK is excited to introduce its new Bonus Tool, a feature that helps brokerages incentivize clients to complete the on-boarding process, fund their accounts, and trade more.
How it works
Create bonus programs that match your marketing and sales objectives. These include: first time login, uploading KYC documents, first time deposits, repeating deposits, and a reactivation bonus for inactive clients. The Bonus Tool also supports client referral programs, giving you an edge to attract new clients – both the referrer and the referee can get bonuses!
Who it targets
You can tailor bonus programs to target specific segments of clients or events. For example, you can create bonus programs only for clients from certain countries, or for accounts of specific currencies. You can also set a time limit on bonus programs, which motivates clients to act faster.
Why it matters
The Bonus Tool calculates and manages the conversion of bonuses into balance based on the volume traded. This way, the Bonus Tool not only encourages on-boarding and deposits, but also trading, which is the main goal of every brokerage.
What it prevents
The Bonus Tool’s auto revoke policy protects your brokerage from clients who try to cheat the system. For instance, if a client withdraws funds from their account the bonus can be revoked. Another useful feature is the bonus/credit stop-out, which prevents clients from losing more than their actual equity.
For more details on this feature, see our Bonus Programs Article. If you are interested in using the new Bonus Tool module, please contact CurrentDesk Support to have it enabled for your 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