AI Voice Agents Built for
Trading Platforms and Brokers
Coldi qualifies leads the moment they land and chases dormant accounts before they churn, fully managed.
What Coldi Handles
Lead Qualification
Event-Based Calling
Lead Nurturing
Onboarding / KYC Completion
Reactivation
Trading Platforms
Lead Qualification
Hear how Coldi separates a real trader from a junk lead before your sales floor ever picks up.
Why Trading Teams
First contact
Every new sign-up gets called within minutes, while intent is still high.
Lead economics
AI qualifies before a human joins the call, so reps only speak with real prospects.
Retention
Withdrawals, inactivity, and dormant accounts trigger automatic outreach, not a manual review.
Onboarding
Verification drop-off is recovered with multilingual follow-up, no local hires required.
Built for Trading Operations
Multi-entity, multi-jurisdiction ready. Scripts adapt by license and region, every call logged for compliance.
Our Security and ComplianceIs This You?
- Leads come in faster than your floor can call them
- You're paying for traffic that never gets a real conversation
- You're expanding into new language markets and don't want to hire locally
- One client cut their calling floor from 60 agents to 25 with flat conversion — that's the kind of shift you're after
Talk to us about how Coldi can be integrated into your workflows.
Coldi AI voice agents handle a broker's repetitive client calls: KYC and onboarding status, deposit and withdrawal questions, password resets, platform navigation and margin call notifications. On the sales side, they qualify new registrations and call leads who signed up but have not made a first deposit, then pass hot leads to the retention or sales desk.
Coldi scales with call volume, so when call volume triples during a news release or market crash, every trader is answered immediately with no queue. Routine questions are resolved by the AI agent, and high-value or urgent accounts are routed straight to senior staff based on account tier.
Yes. Coldi integrates with MetaTrader 4 and 5, broker CRMs and helpdesks such as Salesforce, HubSpot and Zendesk, and custom back-office APIs. Brokers can run calls on their existing VoIP provider, such as Voiso. Account data flows into each call and every outcome is logged back automatically.
Yes. Coldi agents are configured for financial conversations and understand terms such as spread, leverage, stop-loss, margin requirement, swap and lot size. They explain account and platform questions in plain language and follow each broker's approved wording for anything that touches trading risk.
Yes. Before discussing balances or account details, the Coldi agent runs the broker's verification flow, such as security questions, account detail checks or a one-time passcode. Failed or suspicious verifications are transferred to a human. Every verification step is recorded for compliance review.