Complete account openings, activate funded accounts and bring dormant investors back, with compliant conversations.
New account: Kevin Brooks
Application started
Brokerage, individual
Identity check
SSN and ID verified
Suitability questions
Moderate risk, long term
Account funded
ACH from Chase
First deposit
Amount
$5,000.00
Time to fund
16 min
Account activation
Onboarding completed
Dormant users returned
Built on and connected to the platforms you trust
Read how companies run voice AI in production.
Prioritization, spam checks and smart scheduling before the first dial.
Built for brokerage and capital markets outcomes, from first contact to renewal
Generic bots and self-serve tools
Millions of calls a month in production
Pilot-stage deployments
More funded and active accounts
Low activation after sign-up
Approved language only, every call recorded
Limited controls
Tuned on real US phone audio, accents and noise
Trained on studio or public data
Approved language, recordings and audit trails support your compliance team.
SOC 2 Type II
Encrypted data
TCPA
FDCPA
GLBA
Trigger calls from onboarding and account events.
Apex
DriveWealth
Alpaca
Salesforce
HubSpot
Zoho CRM
Snowflake
BigQuery
Amazon S3
Webhooks, REST API and SFTP for anything else
English plus 40+ languages, with native accents. Switches mid-call when the customer does.
It helps people finish account opening, fund accounts, place a first trade and return when dormant.
No. It uses approved language and routes advice questions to licensed staff.
Yes, with transcripts and audit trails.
Apex, DriveWealth, Alpaca, Salesforce and more.
Yes, plus 40+ other languages.
Usually two weeks for a first campaign.
Book a 30-minute demo. We will run a live call, WhatsApp and SMS flow on your use case.