Build quizzes from your KYC content, compliance disclosures and product knowledge. Passing quizzes can award coins and count toward milestone conditions in your client portal.
Use a quiz to check understanding during onboarding. For scored quizzes, decide whether completion, a passing score or getting every answer right should count towards the milestone.
A new client can earn coins by passing a quiz before funding or trading. This example shows progress towards store rewards; your program sets the coin prices, redemption rules and reward budget.
Each published quiz has analytics.
Use response totals and the question-by-question breakdown to guide your next content update.
Orders and execution
Each bar shows the percentage of respondents who answered correctly.
Review quiz attempts on the client's account, with their answers and results. Record admin corrections alongside the original attempt. Review the content, eligibility and reward conditions for each entity.
Games keep traders engaged. Engaged traders are worth more.
Nine months at a broker using Returning.AI, traders who used the loyalty program against a matched group who didn't.
See the full resultsBring your onboarding and compliance content. We will show how a passing result, retries and coin rewards fit a milestone path in your client portal.
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