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

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.