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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 QualificationLead Qualification
  • Event-Based CallingEvent-Based Calling
  • Lead NurturingLead Nurturing
  • Onboarding / KYC CompletionOnboarding / KYC Completion
  • ReactivationReactivation
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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
Bring Coldi In

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 Compliance

Is 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.