AI Voice Agent Solutions for Forex & Finance

Trading inquiries get asked the structured questions a broker's sales process actually needs — trading experience, deposit range, account type interest — captured as clean data instead of a rough note. Qualified traders get routed to onboarding immediately; unqualified inquiries get logged, not lost.

• Captures trading experience, deposit range, and account interest as structured fields
• Runs consistent qualification criteria across every language you operate in
• Routes qualified traders straight to onboarding in real time
• Works identically on inbound inquiries and outbound lead callbacks

Onboarding calls, KYC document reviews, and account manager consultations get booked directly into a real calendar during the conversation — no back-and-forth across time zones. Multi-staff routing sends each booking to the right account manager or compliance reviewer.

• Books onboarding and KYC review calls directly into the calendar
• Routes bookings to the correct account manager or compliance reviewer
• Available 24/7 across time zones, no missed international bookings
• Confirms the appointment and updates the trader's CRM record instantly

Questions about spreads, account types, or deposit/withdrawal processes get answered instantly from your own documentation — in the trader's own language, one of 90+ supported. Anything requiring account-specific access escalates to a human with the reason and category attached.

• Answers spread, account-type, and process questions from your own documentation
• Operates across 90+ languages for international trader bases
• Escalates account-specific requests to a human with context attached
• Resolves routine documentation questions without a human touch

KYC follow-up and deposit reminders fire automatically the moment a call ends — a document-request text, a deposit-reminder email — instead of relying on a sales rep's task list. Traders who've gone quiet mid-onboarding get pulled back in through a recurring follow-up sequence.

• Sends automated KYC document requests and deposit reminders after calls
• Re-engages traders who stalled mid-onboarding on a recurring cadence
• Pushes every follow-up action to your CRM via webhook automatically
• Matches follow-up channel to how the trader prefers to communicate

Trading doesn't stop at 5pm, and neither does this agent — a trader calling from a different time zone at 2am local gets the same live qualification and onboarding capability as one calling during your office hours. Nothing about the experience is reduced outside business hours.

• Answers trader inquiries live, 24/7, across every time zone you serve
• Full qualification and onboarding capability at any hour
• Logs every overnight inquiry to your CRM immediately
• Escalates urgent account issues to a human even overnight

A market event or a promotional campaign can trigger a sudden spike in trader inquiries — every caller still reaches a live agent in parallel, not a queue. Campaign-driven volume gets handled the same way a normal trading day does.

• Answers every simultaneous trader inquiry live, up to your plan's limit
• Handles market-event or campaign-driven call spikes without extra staff
• Each trader gets full qualification and support in parallel
• Concurrency scales as a plan setting during high-volume periods