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QuantCXCustomer Experience and Engagement Tools

Customer experience, engineered for trading.

Lifecycle messaging, in-app journeys, support automation, and trader engagement loops — the CX layer that knows what a funded account is.

Contact QTG Back to Quant Suite
TOUCHPOINTS18M / moOMNICHANNEL
AUTO-RESOLVE71%AI AGENTS
AVG RESPONSE42sHUMAN + AGENT
CSAT4.7 / 530D ROLLING
SURFACE

One CX layer. Trader-state aware.

QuantCX is built on the QTG event bus — so every journey, surface, and agent reaction knows the trader's account state, risk profile, and lifecycle stage.

OPERATOR · JOURNEYS

Lifecycle programs that know the trading context.

A funded trader getting a payout-delay nudge. An evaluation trader getting a phase-2 cheer. A churn-risk trader getting a win-back. All from one composer.

  • —
    Trader-state triggers
    Onboarding, funded, scaling, breach, payout, churn — all native events.
  • —
    Real-time segments
    Cohorts built from live trading state, not yesterday’s CRM dump.
  • —
    Multi-channel by default
    Email, in-app, push, SMS, WhatsApp, X DM — orchestrated together.
quantcx / journeys · liveRUNNING
ACTIVE LIFECYCLE JOURNEYS · 7D
Funded → Retained
82% · 4,210 traders
Onboarding nudge
D2 reminder · 12,840
Win-back · churned
30d · 318 traders
Loyalty tier-up
Gold prompt · 614
AGENT · INBOX
QCX-0421 · 11s agoAUTO
Payout proof requested · acct 80213
CAPABILITIES

Six native capabilities. Built for trading CX.

QuantCX is not a generic marketing automation tool. Every capability is wired into the trading-domain primitives operators run on.

LIFECYCLE

Lifecycle Journeys

Trader-aware journeys: onboarding, funded → retained, win-back, scaling milestones.

  • —Visual journey builder
  • —Trader-state triggers
  • —Multi-channel orchestration
  • —A/B test variants
IN-APP

In-app Experiences

Tours, prompts, banners, modals — placed exactly when a trader needs context.

  • —Page & event triggers
  • —Segment targeting
  • —Frequency caps
  • —Localized content
AGENTS

AI Agents

Auto-resolve common trader questions; escalate the rest with full context.

  • —Context-aware replies
  • —Knowledge-grounded
  • —Confidence routing
  • —Human-in-loop fallback
SUPPORT

Support Inbox

Unified inbox across email, chat, in-app, WhatsApp, X — with macros and SLAs.

  • —8 channels native
  • —Macros & playbooks
  • —SLA dashboards
  • —Sentiment scoring
NPS

NPS / CSAT

Continuous voice-of-trader: post-payout, post-support, post-onboard.

  • —Triggered surveys
  • —Closed-loop follow-ups
  • —Cohort tracking
  • —Verbatim mining
SEGMENTS

Segments

Real-time trader segments built from trading state, not yesterday’s CRM dump.

  • —Live trader state
  • —Behavioral cohorts
  • —Risk-aware exclusions
  • —Synced everywhere
AGENTS

AI agents that ground in real account context.

QuantCX agents are wired into the QTG event bus — they know the trader's payouts, KYC state, open positions, and ticket history. No hallucinated answers.

quantcx / agents · resolutionLIVE
Auto-resolve
71%
Avg response
42s
CSAT
4.7 / 5
CONVERSATION · LIVE
TRADER · 14:02
AI · AGENTS

Context-aware auto-resolution.

71% of inbound trader questions are auto-resolved by QuantCX agents — grounded in real account state, with audit trails and human-in-the-loop fallback for the rest.

  • —
    Grounded on trader data
    Agents read live account state via the QTG event bus.
  • —
    Confidence-routed
    Below threshold → human. Above → auto-resolve. Always logged.
  • —
    Knowledge-aware
    Pulls from versioned KB articles, with citations exposed to the trader.
JOURNEY

From event to delivered touchpoint.

Every QuantCX message runs through a deterministic, observable, replayable pipeline.

01STAGE 01

Trigger

Trader event fires: signup, deposit, first trade, breach, payout, churn risk.

18M / mo
EVENT BUS
02STAGE 02

Decide

Journey logic evaluates trader state, risk, segment, last touch, frequency caps.

<50ms
POLICY
03STAGE 03

Compose

Personalize content from trader profile, account state, language, region.

42 templates
CONTENT
04STAGE 04

Deliver

Send via best channel — email, in-app, push, SMS, WhatsApp, X DM.

8 channels
OMNICHANNEL
05STAGE 05

Measure

Track open, action, outcome — feed back into segment and model.

42s avg response
FEEDBACK
↓ EVENT-DRIVEN · TRADER-STATE AWARE · MEASURED ↓
MODULES

Eight modules. Pick the layer you need.

Run QuantCX as a full CX platform — or just plug in the inbox, the agents, or the journey builder.

Journey Builder

Visual editor for multi-channel lifecycle programs.

CORE

Inbox

Unified support across 8 channels with SLA tracking.

CORE

AI Agent Studio

Build, ground, and deploy auto-resolve agents.

AI

Knowledge Base

Versioned articles, internal & public, multilingual.

CORE

In-app Surfaces

Tours, banners, prompts, modals — placed by event/segment.

GROWTH

Survey Engine

NPS, CSAT, post-payout, post-support feedback loops.

INSIGHT

Segment Studio

Real-time cohorts on trader state, synced everywhere.

DATA

Translation

Inline localization for 24 languages, with review workflow.

OPS
CONNECTED TO QUANT SUITE

CX that knows what a funded account is.

QuantCX is most powerful when it sees the operator's full trading context. Wire it into the rest of Quant Suite for native, friction-free engagement.

YourPropFirm
Trader-state triggers from challenges, funding, payouts.
Open
Broker Infrastructure
Lifecycle programs across brands, regions, entities.
Open
QuantSentry
Risk-aware support routing and trader comms.
Open
PropTradeGroup
White-label prop firm — launch under your brand in 2 days.
Open
PARTNER WITH QTG

Build the Next Generation of Trading Infrastructure with Us.

Whether you’re launching a Prop Firm, scaling a Broker, or rebuilding a Fintech Platform — QTG can move fast and ship the systems you need.

Contact QTG