Propriotec joins Quant Technology Group and merges with YourPropFirm.Read the announcement
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 CRM
Lifecycle programs across brands, regions, entities.
Open
QuantSentry
Risk-aware support routing and trader comms.
Open
PropSuite
White-label prop firm: launch under your brand in 3 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