Case 04 · Fintech & crypto · B2B SaaS · 2025–2026

We turned an affiliate programme into a product line.

Bloggers sent CryptoRobotics traffic for a one-time commission. We designed the layer that lets any of them launch their own branded platform in an evening — and keep the customer.

40+ partner platforms Market research Business-model design Self-serve onboarding
White Label management dashboard — connected exchanges by user count, API keys, subaccounts, top launched tools split between real and demo, promo code activations and active PRO packages
Our role Product strategy & UX/UI

Research, business model, the partner-facing product.

Research 14 platforms

Taken apart before a screen was drawn.

Time to launch Same day

The market benchmark is 4–12 weeks.

Business impact +11% new users

Through partners, at no acquisition cost.

Context

The audience was already there. It just had nothing to sell.

Partners send a client, collect once, and the client belongs to the platform from then on. Everyone else is bought in the same ad auction as the whole category.

What the platform already had
  • Engines, exchange integrations, billing and demo mode — built, paid for, serving one brand.
  • A partner network with real audiences and real trust.
  • Non-custodial architecture: users connect their own exchange keys.
What that was costing
  • A partner is paid once. After that the client is the platform's.
  • Everyone else is bought, keyword by keyword.
  • Infrastructure that serves one brand earns from one brand.

A partner with forty thousand followers could send them somewhere. They could not sell them anything.

Market & competitors

Fourteen platforms, two questions.

What is automated trading worth per month, and what does "white label" already mean to a buyer? Both answers changed the product.

$25.3B Automated crypto trading in 2026
~15% Compounding a year to 2033
$15–150 The monthly price retail already accepts
4–12 wks What this market calls a fast launch
Bot subscriptions 3Commas · Cryptohopper · Bitsgap · WunderTrading
Sell
One brand, $15–150 a month
Cost
Free to promote, nothing to own
Blocker
You can advertise it, never sign it
White-label exchanges B2Broker · ChainUP · AlphaPoint · Shift Markets
Sell
An exchange — engine, order book, liquidity, custody
Cost
$15–60K and 4–12 weeks
Blocker
The operator has to hold customer money

Nobody was selling the algorithmic layer on its own.

$399

to go live, against $15,000 for the cheapest white-label exchange. They hold customer money. We never do — every user brings their own key. ChainUP, B2Broker, AlphaPoint — published 2026 pricing

Solution 01

A product that cannot afford a salesperson.

At $249 the first support conversation eats the margin. So the launch had to be something one person finishes alone, at night. That constraint is the design.

White Label Creation wizard — a six-stage sidebar showing domain setup, trading tools, rates and payment, user access, referral programme and platform creation, with the domain step open and two priced options
Six stages, and a state you can walk away from

Each stage carries its own status, so a partner fills in what they know and comes back to where they stopped. Step one is also the first pricing decision — $249 on a subdomain, $399 on their own — stated before the first field.

Exchange list step — a grid of exchanges to display for real trading, a separate demo-trading column, and a subaccounts toggle with an exchange picker
Exchanges The partner curates the market

Which venues appear, whether demo trading is offered. Every user brings their own API key, so the partner never holds a coin.

Trading instruments step — four selectable cards for bots, signal bots, signals and smart trading, with a link to an instrument comparison
Instruments Four instruments, chosen not inherited

A signal-channel owner ships a platform that is only signals and adds bots when ready. A product on day one beats a catalogue nobody chose.

Solution 02

The business model is the interface.

Two radio buttons decide whether the partner's platform is a funnel or a paywall. Most of them have never priced a subscription before.

User tariff settings — a choice between Freemium and Membership with the consequence of each explained, then a list of PRO packages with prices for one, three and six months
Access & packages Two words that decide a business

Freemium charges for the good parts; Membership charges at the door — the consequence of each written next to the choice. Package defaults land inside the $15–150 band the research found.

Payment method selection — crypto with over fifty currencies and fiat by Visa or Mastercard, each stating when funds are transferred to the partner's subaccount wallet
Payouts Getting paid is a design problem too

Crypto settles every Monday, fiat between the 3rd and the 6th — on the screen where the method is chosen, not in a contract.

3.1×

recurring revenue per converted affiliate, against the one-time commission they used to collect from the same audience. Averaged across partners active six months or longer

Solution 03

The screens that decide whether a partner stays.

White-label businesses churn in month two, when the operator can no longer explain their own numbers. So the operator side was built as a product, not a settings page.

Promo codes management — active codes, activations for the period and all time, total discount given, a breakdown by code, and a table of codes with discount, multilingual descriptions, the packages they apply to and their status
A lever a partner can pull the same day

A discount, the packages it applies to, and a live count of activations against completed purchases — what was given away sits next to what it bought.

What the operator watches

Exchanges by user and by key, subaccounts, tools launched split real against demo, active packages against the discount that bought them. It exports to a spreadsheet — reporting to your own investors needs a file, not a screenshot.

Why that is the retention product

Every surface answers a question a partner will be asked: what sold, who came back, which code paid for itself. Software ships once; a business has to keep making sense on a Tuesday morning.

Scope

Everything a partner changes without calling us.

A dozen surfaces, every one self-explanatory — the whole economic case is that nobody is on the other end.

Domain settings

Subdomain or their own, with the fee stated up front.

Platform design

Logo, palette and naming, so the product reads as theirs.

Trading instruments

Bots, signal bots, signals and smart trading, one at a time.

Exchange list

Which venues appear, and whether demo trading is offered.

Subaccounts

Several accounts inside the platform, none on the exchange.

User access

Freemium or Membership, and the PRO packages under it.

Payment methods

Crypto or card, each with its settlement schedule.

Referral programme

The partner's own affiliate layer, one level down.

Promo codes

Discounts by package, in every language the platform runs.

Users & registrations

Who signed up, who authorised, who came back.

Purchase statistics

What sold, at what price, on which package.

Connected exchanges

Keys, subaccounts and activity, venue by venue.

Twelve surfaces, one wizard, no onboarding call — the only reason a $249 platform can exist.
Result

What it changed for the business.

One product with one growth channel became infrastructure with a sales force that pays for itself.

For CryptoRobotics

A second revenue line on infrastructure already paid for, and users arriving at no acquisition cost.

For partners

An audience they monetised once now pays them every month, on a product with their name on it.

For end users

The same engine, reached through someone they already trust.

40+Partner platforms launched in the first year
3.1×Recurring revenue per converted affiliate
78%Of partners finish the wizard with no help
+11%Of new end users arrive through a partner, at zero cost
Services on this project

What we actually did.

01

Market & competitor research

Fourteen platforms — subscription bots for the price band, white-label vendors for what the words already meant. The pricing and the non-custodial positioning both came out of it.

02

Business-model design

Freemium against Membership, packages, promo and referral mechanics, settlement schedules — designed as screens, because that is the only place a partner meets the model.

03

Self-serve onboarding

A six-stage wizard with resumable state, so a platform launches without a call and the unit economics hold at the fortieth customer.

04

Operator product

The dashboard, statistics and growth tools a partner needs in month two — exactly when white-label businesses churn.