Show every client their next step.

Break a goal, such as registration to first trade, into stages with their own conditions and rewards, shown in your client portal.

Book a demoSee the sample portal
  • Multi-stage journeys
  • Per-stage rewards
  • Role and tag targeting
  • Embedded in your portal
Getting Started
2 of 4 complete
Bronze Tier
Stage 1
Stage 2
3
Stage 3
4
Stage 4
Stage 1Create Your Account
50
RegisterANDVerify email
Stage 2Complete KYC
100
Upload IDANDProof of address
Stage 3First Deposit
200
Deposit >= $100
$0/$100
Stage 4First Trade
500
1 tradeANDBalance >= $50
Complete all stages for Bronze Tier500 bonus
Live Preview

The journey your traders see.

One rewarded path per goal, such as activating new sign-ups, tier progression, referrals or education. Clients see what each stage pays and what comes next.

portal.yourbrokerage.com/missions
Getting Started2 of 4 completeBronze Tier
Stage 3

First Deposit

Deposit >= $100
$0/$100
0
Complete all stages for Bronze Tier500 bonus
Stage 1Create Your AccountRegisterANDVerify email50
Stage 2Complete KYCUpload IDANDProof of address100
Stage 3First DepositDeposit >= $100200
Stage 4First Trade1 tradeANDBalance >= $50500
Built for How Brokerages Operate

Three common gaps, and the mission for each.

Each one maps to a configurable, multi-stage mission with per-stage rewards, conditions, and time bonuses.

The Problem

Sign-ups stall between registration, KYC and a first deposit.

Onboarding Journey
Complete KYC
Upload ID + proof of address
First Deposit
Deposit any amount
First Trade
Execute 1 trade on any instrument
5 Active Trading Days
Trade on 5 separate weekdays
What clients see

Each step from KYC to regular trading is a stage with its own reward, so clients can see what is left.

The Problem

When tier rules live only in the CRM, clients can’t see how to reach the next tier.

Tier Progression
Deposit $5,000
Balance milestone AND trade FX or metals
Trade 50 Lots
Volume milestone with min balance $3,000
15 Active Trading Days
Sustained activity requirement
Unlock Gold Tier
Gold assigned as the stage reward
What clients see

Clients see their tier progress in the portal. Stages read your CRM fields, so the CRM stays your record.

The Problem

New clients start live trading before they have used your education material.

Education Mission
Complete 3 Tutorials
Watch risk management modules
Practice on Demo
Execute 5 trades on demo account
Set Up Risk Tools
Configure stop-loss on first live trade
Earn Trading Badge
500 coins on completion
What clients see

A progressive mission puts tutorials, demo practice and a stop-loss first, with the badge and coins at the end.

Right Mission, Right Trader

A different mission for each kind of trader.

New sign-ups, active traders, dormant accounts and VIPs are at different points. Build a mission for each, and show it only to the roles or tags it is for.

New Signup
Sarah K.
Registered 2 days ago
Assigned Mission
Onboarding Journey
Complete KYC50
First Deposit200
First Trade500
5 Active Days1,000
Active Trader
James T.
Silver Tier, 42 lots traded
Assigned Mission
Road to Gold
Deposit $5K500
Trade 50 Lots750
15 Active Days1,500
Unlock Gold5,000
Dormant
Marcus R.
Last trade 45 days ago
Assigned Mission
Comeback Challenge
Log Back In100
Re-deposit300
3 Trades500
Rebuild Streak1,000
VIP
Elena M.
Platinum, 380 lots traded
Assigned Mission
Ambassador Program
Refer 1 Friend1,000
Refer 3 Friends3,000
Refer 5 Friends5,000
Ambassador10,000
Under the Hood

Conditions, rewards and timers, set per stage.

Traders see a clean journey. Behind it: nested conditions on your CRM fields, per-stage rewards, time bonuses, tier rewards and role-based visibility.

Segment Targeting

Show each mission only to the roles, tags or members you choose, such as a tier or a region.

Condition Logic

Combine AND/OR conditions on the fields you connect, such as deposit amount, lot volume or instrument class.

Time Bonus

Add a deadline to any stage. Traders who complete it in time earn a multiplier on top of the base reward.

portal.yourbrokerage.com/missions
James T.
Silver Tier
APAC$2,400 deposited
Active Missions
Road to Gold60%
Getting Started100%
Refer & Earn
Market Explorer
4,250 coins
Visit Reward Store →
5d 14h leftGold Tier
2 of 3 complete
Deposit $5,000
Deposit ≥ $5K
500
Trade 50 Lots
Volume ≥ 50 lotsBalance ≥ $3K
750
Trade 15 Active DaysCurrent
15 trading days9/15
1,5002x bonus
Complete all stages for Gold Tier
5,000 bonus
Per-Stage Rewards

Set a coin reward for each stage, plus an optional bonus for finishing the whole mission.

Tier Assignment

Assign a tier as a stage reward. The new tier can replace the old one.

Stage Progression

Run stages in a set order, each unlocking the next, or let traders finish them in any order.

Integration

Configured with you, embedded in your portal.

Our team configures the missions with you. Your team adds the widget to your client portal and connects the data it reads.

Step01

Install

Add the widget SDK to your project with a single command.

terminal
npm install @returningai/widget-sdk
Step02

Import

Import the SDK in your application entry point.

app.ts
import '@returningai/widget-sdk'
Step03

Embed

Place the missions widget in your client portal. It uses the theme colors you set.

index.html
<rai-missions-widget
  mission-set-id="YOUR_MISSION_SET_ID"
  embed-token="TOKEN_FROM_BACKEND"
  bundle-url="https://cdn.returning.ai/widget-sdk/bundle.js"
  api-url="YOUR_API_URL"
  theme="light"
/>
Enterprise ReadinessJWT & OAuth 2.0 authenticationRegional data residencySingle-tenant hostingRead-only data accessISO 27001 certified
Live Deployment Data

Traders who used the loyalty program stayed and earned you 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 results
+$2,160More revenue per trader
2×Trader retention
1.8×ARPU
With loyaltyWithout loyaltyCumulative revenue per trader
Missions

See what missions look like in your portal.

A multi-stage journey gives traders a clear path forward and visible progress at every step. Book a walkthrough and see it configured for your trader segments.

Book a demoSee the sample portal

Trusted by Axi, Vantage Markets, Infinox, ADSS, GNT Capital, M4Markets, GTCFX, IronFX, Vault Markets, NextTrade, Xlence, IC Funded, Atmos Funded, and more.

Plan your deployment
  • Client portal and data connection
  • Program rules and reward choices
  • Entity and regional eligibility
  • Reward delivery responsibilities
  • Support and service terms