The most overlooked growth opportunities in any stock broking company are from their own client database, specifically, dormant clients. These are users who have opened accounts but haven’t placed trades for more than 365 days. While most businesses are chasing fresh leads, reactivating dormant clients can bring in faster revenue, better conversions, and improved client lifetime value — all without the cost of new acquisition.
At GrowAxis, we’ve helped brokers, franchisees, and fintech firms revive thousands of inactive accounts using structured, real-world strategies. In this blog, we’ll share five smart ways to re-engage dormant clients and turn them into active traders once again.
🔹 1. Segment & Prioritize Your Dormant Client Base
Before jumping into campaigns, the first step is understanding your dormant audience. You need to analyse them. You need to have detailed trading habits of those clients before sending any campaign.
Not all inactive clients are the same — some funded but never traded, others stopped after losses, while a few may just need a nudge to return. Just break them in small small categories, and then you need to nudge them according to their pain points.
Use your CRM or back-office system to tag and segment these users. This will help you personalize follow-ups and decide where to focus your effort.
💡 At GrowAxis, we help brokers create Dormant Client Dashboards with auto-tagging and activity heatmaps.
🔹 2. Use Personalized WhatsApp Campaigns (Not Generic SMS)
In 2025, WhatsApp is the most responsive channel for client communication in broking. But it only works if you make it personal, value-driven, and actionable. But always remember that you should not bombard a series of WhatsApp to your clients.
For example:
“Hi Mr. Shah, we noticed you haven’t traded in a while. Based on your past interest in IPOs, here’s a new issue that may suit your profile. Tap to explore or reply if you’d like a call.”
Avoid generic blast messages. Instead:
- Mention past activity or product
- Give a current opportunity (Algo, SIP, basket, IPO)
- Make response easy (e.g., “Reply YES to get call”)
You can automate this using WhatsApp Business API, CRM tools, or even Google Sheets + Twilio-style plugins.
🔹 3. Run Targeted Reactivation Call Drives
A call from your relationship manager (RM) or sales desk can go a long way, especially if it’s structured well. These “We miss you” reactivation calls should feel supportive, not pushy.
Call Script Tips:
- Acknowledge inactivity, don’t pressure
- Ask about concerns or reasons for stopping
- Share a relevant update or product (SIP, algo, new margin rules)
- Offer help to restart or fund the account
📞 We suggest running weekly call drives with a reactivation tracker — something GrowAxis helps franchisees manage using simple call sheets and conversion dashboards.
🔹 4. Offer Value-Based Incentives or Guidance
Sometimes a dormant client needs more than a reminder — they need a reason to come back. An upgraded version of the App, new trading features, a small offer, and actionable incentives tied to their goals can make a difference.
Examples:
- “Get a free Algo backtest review call this week.”
- “Zero brokerage for the first 3 trades if you restart this month.”
- “Access a private research webinar for active traders only.”
It’s not about discounts — it’s about providing perceived value. This works especially well for clients who dropped out due to market confusion, poor returns, or lack of time.
🔹 5. Build a Dormant Client Nurture Flow
If your reactivation effort is a one-time campaign, the effect will fade. Instead, build a 90-day nurture flow that engages dormant clients in stages:
- Week 1: WhatsApp + Intro Call
- Week 2: Invitation to join the webinar or the newsletter
- Week 3–4: Follow-up offer or free portfolio checkup
- Weeks 5–8: Share new success story (e.g., Algo or SIP result)
- Weeks 9–12: Personalized check-in + conversion attempt
This kind of flow keeps you top of mind and builds trust over time, leading to a higher reactivation rate.
🔁 GrowAxis provides ready-to-use nurture flows, WhatsApp scripts, and call trackers tailored to the broking space.
🚀 Why Reactivation Works Better Than Cold Leads
- Cost-effective: You’re not paying for acquisition again
- Higher trust: They already know your brand
- Faster conversions: Shorter cycle than fresh prospects
- Deeper value: Many dormant users have untapped capital & interest
We’ve seen brokers generate up to 22–30% monthly brokerage growth by simply reactivating their dormant/inactive client base using structured efforts.
Summary
Your next brokerage boost doesn’t need to come from a big ad spend — it might just come from the clients you’ve already acquired. All they need is the right strategy, support, and nudge.
At GrowAxis, we specialize in helping brokers, APs, and fintech firms design reactivation playbooks that work — from call scripts to campaign creatives and lead trackers.
🔔 Ready to Re-Engage Your Client Base?
👉 Book a free Dormant Client Strategy Call with GrowAxis
Let’s activate what’s already yours.
🙋♂️ Frequently Asked Questions (FAQs)
1. Who qualifies as a dormant client in stock broking?
A dormant client is typically someone who has not placed a trade for more than 365 days despite having an active demat and trading account. They may have funded the account earlier or traded in the past, but have become inactive for more than 1 year.
2. Why should we focus on reactivating dormant clients instead of acquiring new ones?
Dormant clients already know your brand and onboarding process. Reactivation requires lower cost, faster conversion cycles, and often leads to higher lifetime value compared to fresh lead acquisition.
3. What is the best way to segment dormant clients for outreach?
Use your CRM or back-office system to categorize clients based on past activity:
- Funded but never traded
- Traded and stopped
- Loss-affected or inactive after the market correction
- Interested in specific products like IPOs or SIPs
GrowAxis helps build dashboards with auto-segmentation and heatmaps
4. Are WhatsApp campaigns better than SMS or email for reactivation?
Yes. WhatsApp delivers significantly higher open and response rates. However, it must be personalized, relevant, and timed right — avoid generic bulk messages.
5. What kind of incentives work best to bring dormant clients back?
The most effective offers are value-based, not just discounts. Examples:
- Free portfolio review call
- Zero brokerage for the first few trades
- Access to exclusive webinars
Personalized algo or SIP guidance
6. How do we ensure reactivation calls don’t feel pushy or salesy?
Train RMs to start with empathy:
- Acknowledge inactivity
- Ask for feedback or reasons for pausing
- Offer help with the simple next steps
- Don’t push — guide
GrowAxis offers reactivation call scripts and training templates to get started.
7. How long should a reactivation campaign run?
A one-time message isn’t enough. A successful campaign should follow a 90-day nurture flow, combining WhatsApp, calls, emails, and webinars to build trust and consistency.
8. What tools or tech do we need to run a structured reactivation drive?
Start with:
- WhatsApp Business API or CRM integration
- Call tracking sheets
- Client segmentation dashboard
- Conversion tracker
GrowAxis offers ready-to-use reactivation kits with templates and automation support.
9. What kind of ROI can we expect from a well-run dormant client program?
On average, brokers working with GrowAxis have seen 22–30% growth in brokerage revenue from reactivated accounts, all with significantly lower acquisition costs than paid ads or cold leads.
10. How can GrowAxis support our reactivation efforts?
We provide:
- Dormant Client Dashboards
- Personalized WhatsApp script templates
- Reactivation call scripts
- 90-day nurture flows
- RM training and conversion tracking tools
With our structured playbook, brokers can turn dormant clients into high-LTV traders again.
Also read, What Makes a Great Sales Team in Stock Broking? 6 Training Ideas That Work