Redefine Your
Brokerage with
Automate trading account inquiries, KYC collection, and margin call alerts while keeping your existing trading terminals and back-office systems intact.
₹40L+
Ops Savings
4x
Faster KYC
99%
Legal Compliance
What is AI for Stock Brokers?
Agentic AI that handles account inquiries, KYC documentation, margin alerts, and customer support 24/7.
How it helps you?
It eliminates lead-leaking in sales, automates KYC status checking, and manages margin reminders, reclaiming 75% of administrative bandwidth.
Strategic Outcomes?
Up to 50% higher active client turnover, optimized trading cycles, and a professional digital brand for your brokerage.
How Converiqo is Used in Stock Brokerage
Transform your brokerage firm into a modern, automated trading hub with seamless agentic workflows.
Account Inquiry & Onboarding
Capture trader requirements and eligibility documents automatically via WhatsApp.
- Identify trading segment (Equity, F&O, Commodity) and income via AI bot
- Deliver professional digital brokerage plans and rate cards instantly 24/7
- Auto-reply to account inquiries across LinkedIn and Google Ads
KYC & Compliance Logistics
Manage digital KYC status and account forms with total precision.
- Instant secure links for Aadhaar, PAN, and Income proof uploads
- AI-driven reminders for traders about missing signatures or re-KYC steps
- Record document reception and KRA/NISM verification status directly onto the CRM log
Margin Alerts & Support
Manage trading nudges and margin status automatically.
- Traders receive automated "Margin Call" and "Position Alert" via WhatsApp
- Self-service ledger balance and tax P&L requests via professional AI chat
- Identify "high-risk" traders via automated portfolio-health behavioral alerts
Research & Wealth Engagement
Automate research delivery and compliance tracking.
- Professional digital delivery of research reports with 1-click execution link
- Automated delivery of account statements and DP certificates via chat
- Real-time dashboard for active traders and firm-wide brokerage revenue
Why Brokers Choose a Unified BOT Platform
Leading brokerage brands select Converiqo for comprehensive automation that builds trust and efficiency.
Unified Trader Context
One cohesive record for every trader, from risk appetite to trading history.
Regulatory Integrity
Ensuring 100% adherence to SEBI Protocols and digital consent schedules.
Premium Brand Voice
Build an elite institution with instant, sharp responses to account inquiries.
Broker Bandwidth
Recover up to 75% of administrative time, allowing focus on actual market strategy.
Digital Excellence
Provide an elite digital experience that justifies premium brokerage credibility.
Scalable Platform
Adopt agentic AI that scales from a local sub-broker to a national trading conglomerate.
Real Problems Stock Brokers Face Every Day
Frontline operational friction that hinders your brokerage's growth and reputation.
Lead Leakage
Account inquiries from social media ads get buried, losing crores in potential trading volume.
KYC Delay Fatigue
Staff spend hours manually chasing traders for missing PAN or E-KYC status.
Support Overhead
High volume of "What is my ledger?" or "Send my P&L" calls in the call center.
Margin Call Friction
Unexpected liquidations due to lack of margin alerts leading to trader frustration.
Manual Statementing
Billing for multiple trading branches or sub-broker payouts is slow and prone to errors.
Audit Compliance
Missing out on digital trail of trader consent or grievance resolution logs.
How Converiqo Saves Your Brokerage Money
Measurable impacts on your trading business bottom line and productivity.
AI Broker Assistant
Handle inquiries and account triage 24/7 without hiring extra staff. Save ₹25L+ annually.
Account Opening Speed
Increase account kickoff speed by 40% through instant KYC collection and risk checks.
Margin Revenue
Reclaim "lost revenue" from liquidations with automated tracking and margin nudges.
Everything Your Trading Hub Needs, Automated
Seamless workflows designed to connect owners, managers, and traders.
Smart Support for Trading Queries
Traders get instant answers to "What is my margin requirement?" and "Send my mini-ledger".
AI handles 80% of routine brokerage queries across WhatsApp and LinkedIn.
Reduce coordinator response time from days to seconds within the first week.
Never lose a lead: Instant qualification and brokerage-product delivery 24/7.
Update your plan rate cards once; it reflects across all client channels instantly.
Professional, business-sharp tone for trading support 24/7.
Convert Intake into Active Traders
Capture leads from social ads and websites directly into a unified dashboard.
Automation screens for income, risk score, and segment immediately.
Automated account booking with instant digital T&C and KYC link sharing.
Nurture past traders with new margin offers and research cross-sells.
Secure planning fees via integrated payment links on WhatsApp.
Zero manual data entry from inquiry to sub-broker assignment.
Streamline Portfolio Operations
Managers mark "KYC Verified"; traders get "Account Active" alerts via WhatsApp.
Automated margin tracking and missing balance alerts for traders.
Record trader T&Cs and digital signatures directly onto the broker digital profile.
Push electronic trading reports and tax certificates automatically.
Identify "at-risk" traders via automated portfolio-health behavioral alerts.
Recover 75% of administrative bandwidth for pure market strategy.
Elite Brand & Lasting Trust
Traders access history, certificates, and digital receipts via a professional bot.
Proactive updates about market milestones and research offers build trust.
Ticketing system for trader concerns ensures every issue is tracked to resolution.
Automated feedback pulses after every finish to monitor service quality.
Modern, secure way for brands and fans to interact with you on their terms.
Integrated referral programs that reward traders for inviting friends.
Everyone Wins with Converiqo
Ecosystem benefits for every role in the trading industry.
Brokerage Owners
- Grow your brand with a high-tech, business identity that traders value.
- Eliminate account lead leakage and manual coordination across branches.
- Scale your practice with standardized automated ops and audit controls.
Practice Managers
- Manage multiple account rosters and client schedules without spreadsheet hell.
- Ensure 100% adherence to SEBI T&Cs and legal posting schedules.
- Real-time insights to identify high-performing and at-risk traders.
Trading Advisors
- Access trader briefs and KYC links in seconds on your phone.
- Focus purely on market strategy while AI handles repetitive account questions.
- Clear daily schedule ensures no onboarding commitment is missed.
Traders & Clients
- Total peace of mind with real-time margin alerts and file clarity.
- Self-service access to ledgers and certificates 24/7 on WhatsApp.
- Modern way to pay and interact with the brokerage professionally.
Operations Teams
- Get clear direction on re-KYC priority and lead assignments.
- Automated account-completion alerts and trader transparency.
- Professional digital workflow linked to the broker brand.
Audit & Compliance
- Centralized coordination with the broker team via unified dashboards.
- Automated status updates on KYC proofs and project progress.
- Better data transparency to coordinate with overall institutional timelines.
Capabilities for Every Trading Brand
Scalable deployment options for any size of brokerage business.
Independent Sub-Brokers
Professional-grade automation for solo advisors to scale their brand.
Trading Studios
Coordinate multiple advisors and HNI portfolios with AI speed.
Full Service Broking
Manage employee investment schemes and retirement plans for corporate units.
Banks & Co-ops
Standardize brand voice and delivery standards across thousands of customers.
Trading Networks
Manage nationwide sub-broker support and digital transformation on-stream.
Fintech Hubs
Streamline digital intakes and asset delivery journey with AI speed.
Leaders on measurable change
₹40L+
Annual Admin Savings
55%
Active Client Growth
99%
KYC Reliability
4.5x
Trader Referrals
“Account inquiries were taking up all our sales time. Now, Converiqo handles the KYC and margin status automatically. It has reclaimed our staff bandwidth and doubled our active trader turnover.”
Rahul Bajaj
Founder, Bajaj Finserv Stock Broking
Frequently Asked Questions
Answers for leaders and ops heads.
Agentic AI captures enquiries from trading websites, ads, and educational webinars. It qualifies leads based on trading experience and capital, then automates the first steps of account opening, ensuring high-intent prospects are fast-tracked.
Key automations include KYC document collection, margin call reminders, research report distribution, account opening status updates, and routine enquiries about brokerage plans or platform features.
Instead of manual follow-ups, AI guides applicants through document submission via their preferred chat channels. It sends personalized reminders for missing forms and updates them instantly when their account is activated or needs further input.
Yes. Automated workflows can be triggered by back-office systems to send instant, personalized margin alerts or position warnings via WhatsApp or SMS. This helps traders act quickly and reduces the manual burden on risk management teams.
AI can categorize traders by their interests (e.g., Equity, F&O, Commodities) and automatically deliver relevant research reports or market calls the moment they are published, increasing engagement and trading volume.
Converiqo Sales / Lead Engine centralizes leads from various digital touchpoints, tags them by potential volume or segment, and routes them to the right sales desks for immediate engagement, maximizing conversion rates.
Converiqo Customer Self-Service (CSSE) allows traders to check their margin status, download tax P&L statements, find brokerage FAQs, and get platform support independently, significantly reducing call center load.
The Converiqo Ticketing System manages queries related to trade discrepancies, payout delays, and technical platform issues. It ensures every trader concern is tracked, assigned, and resolved within regulatory timelines.
For firms with regional offices or sub-brokers, this module tracks relationship manager visits, captures on-site feedback, and ensures service standards are maintained across the entire network.
Workflow Automation handles routine re-KYC and platform updates. The Marketing Module encourages reactivation through personalized offers, while automated feedback loops help brokers understand and improve the trader experience.
Ready to Upgrade Your Brokerage Brand?
Join hundreds of elite institutions scaling with Converiqo.AI.