Outcome-Driven Voice AI Agents for Brokerage & Capital Markets

Open demat accounts, activate traders, and reactivate dormant users in 8+ Indian languages, without scaling your sales team.

90%

Connectivity

40%

More Conversions

3x

Lower CAC

Case Study Brand Cross
Leading Bank-Linked Brokerage
Man in business attire holding a tablet showing line graphs, with a laptop displaying colorful bar charts on a wooden desk.
Case Study Brand
Case Study Brand Cross
Leading Bank-Linked Brokerage

"Marketing today is personalised at a lead level, but contact centre interactions still are not. Our vision is to change that using SquadStack's AI to bring back dropped leads with the right message at the right time. This is the vision SquadStack shares, and their platform makes it possible."

- Senior Product Manager, AI & Personalisation, Leading Bank-Linked Brokerage

3x

Higher Connectivity

3.2x

Lower Handle Time

Case Study Brand CrossEureka Forbes logo
Close-up of a finger pressing a glowing 'Open Account' key on a white computer keyboard with a Dell monitor in the background.
Case Study Brand
Case Study Brand Cross
Eureka Forbes logo

"We processed over 2 Cr leads across 119+ campaigns, hit 75% connectivity, and pushed activations up by 40%. To do any of this in-house, you'd need months to scale up. SquadStack helped us get there in days."

- Satyartha Srivastava, Customer Success Lead, Upstox

75%

Connectivity

40%

Increase in Activations

Adda247 logo
Adda247 logo
Adda247 logo
Parul University logo
Amity University logo with a shield featuring a flame and an open book, alongside the text 'AMITY UNIVERSITY'.
DELHIVERY company logo
ekart logo
WorkIndia company logo
Adda247 logo
Parul University logo
Amity University Logo
Classplus logo
NXT WAVE brand logo in blue and dark blue text.
Infinity Learn logo with blue geometric design on the right.
Traya brand name logo.
Solar Square company logo with stylized blue square grid symbol.
MediBuddy company logo with stylized red and blue interconnected lines.
Everest company logo with tinted triangle shapes arranged in a square pattern.
Awign company logo

The Complete Sales Stack for Brokerage & Capital Markets

Lead Intelligence

Humanoid AI Agent

Omnichannel Engagement

Quality Monitoring

ROI
Optimizer

VoC
Insights

Control
Tower

Lead Intelligence

Intelligent Lead Management

Propensity-based prioritization, anti-spam compliance, and smart scheduling that ranks leads by conversion likelihood, all built on behavioral data from 10 Cr+ Indian consumers.

Humanoid AI Agent

Humanoid AI Agent

Human-like Voice AI Agents that handle language switching, interruptions, and background noise naturally, carry context across repeat interactions, and transfer to your sales team when needed.

Omnichannel Engagement

Omnichannel Engagement

Connected journeys across Call, WhatsApp, SMS, and In-App where a stalled KYC gets a WhatsApp nudge, a dormant account gets a reactivation call, and every channel carries full context from the last.

Quality Monitoring

Quality Monitoring

AI + human quality audits across 23 parameters that catch script failures, SEBI disclosure gaps, and conversion breakdowns before they become regulatory or revenue problems.

ROI Optimizer

ROI Optimizer

Controlled experiments on voice, script, call timing, and channel sequence across your account opening and activation campaigns, so you compound the gains instead of guessing what worked.

Voice of Customer Insights

Voice of Customer Insights

Real-time visibility into KYC drop-off reasons, activation blockers, competitor mentions, and product preference patterns across your trading user base.

Control Tower

Control Tower

100+ enterprise configurations, CRM integrations, human handoff protocols, and a compliance audit trail built for SEBI-regulated, TRAI-compliant operations.

Real Calls from Live Campaigns

Audio Pause iconAudio Play icon

Buyer Requirement Gathering

Audio Pause iconAudio Play icon

Appointment Booking

Audio Pause iconAudio Play icon

Credit Card Sales

Audio Pause iconAudio Play icon

Insurance Renewal

Audio Pause iconAudio Play icon

Demat Account Opening

Audio Pause iconAudio Play icon

Delivery Rider Hiring

Audio Pause iconAudio Play icon

Lead Qualification - Education

Audio Pause iconAudio Play icon

Drop Chase - Lending

Audio Pause iconAudio Play icon

Address Capture

Why Brokerage & Capital Markets Leaders Choose SquadStack

Capabilities

SquadStack.ai

Typical Voice AI Vendor

Focus

SquadStack.ai:

Increasing account activations and reducing acquisition costs across your brokerage operations

Typical Voice AI Vendor:

Selling speech models, self-serve platforms, smart glasses, and 100 other products

Scale

SquadStack.ai:

40 lakh+ calls daily for India's leading consumer brands

Typical Voice AI Vendor:

Low volume or pilot-stage deployments

Performance

SquadStack.ai:

90% connectivity, 40% more conversions, 3x lower CAC vs human agents

Typical Voice AI Vendor:

40% connectivity, unable to match human agent benchmarks

POC Success Rate

SquadStack.ai:

93%

Typical Voice AI Vendor:

~25%

Speech Models

SquadStack.ai:

Proprietary, trained on 600M+ minutes of real Indian contact center conversations (Hinglish, Taminglish, etc.)

Typical Voice AI Vendor:

Third-party models trained on public datasets like YouTube videos

Naturalness

SquadStack.ai:

Human-like voice AI agents that have passed the turing test

Typical Voice AI Vendor:

Sounds robotic, struggles with language switching and background noise

Channels

SquadStack.ai:

Call + WhatsApp + SMS + In-App with cross-channel memory

Typical Voice AI Vendor:

Voice only

A/B testing

SquadStack.ai:

Controlled experiments on voice, prompt, channel sequence, and timing, built in

Typical Voice AI Vendor:

Not available

Memory

SquadStack.ai:

Persistent across sessions and channels, traders never repeat themselves

Typical Voice AI Vendor:

Every call starts cold

Long Conversations

SquadStack.ai:

No drift on even 30-turn complex sales calls

Typical Voice AI Vendor:

Loops, contradicts, or breaks after 10+ turns

Compliance

SquadStack.ai:

ISO 27001, ISO 27701, SOC 2 Type II, DPDP, TRAI-compliant, SEBI disclosure scripts built into agent prompts

Typical Voice AI Vendor:

Minimal compliance, no brokerage-specific regulatory awareness

Team

SquadStack.ai:

Agile team of product managers, forward-deployed engineers, and data scientists focused on improving your business metrics

Typical Voice AI Vendor:

Account managers with limited technical depth

Enterprise-Grade Security and Compliance

ISO Certificate
ISO Certificate
ISO Certificate
ISO Certificate
ISO Certificate

Seamless Integration with Your Existing Stack

Glowing purple layered square icon on a dark background symbolizing digital stack or integration.
CRMs
Salesforce

Salesforce

Zoho

Zoho

Hubspot

Hubspot

Meritto

Meritto

Customer Data Platform
WebEngage

WebEngage

MoEngage

MoEngage

Clevertap

Clevertap

Netcore

Netcore

Dialers & Communication
Exotel

Exotel

nowlarity

Knowlarity

Ozonetel

Ozonetel

Gupshup

Gupshup

Data & Reporting
BigQuery

BigQuery

Redshift

Redshift

WS S3

AWS S3

Custom

Add Your Own

Lead & Workflow APIs
  • Webhooks
  • JSON APIs
  • 3rd-Party Connectors
  • In-House CRM
Language Logo
Language Logo
Language Logo
Language Logo

Your traders speak India, not just English

Native accents. Mixed-language fluency.
Sub-800ms latency.

Language Logo
Language Logo
Language Logo

Frequently Asked Questions

What is a voice AI agent for brokerage?

How does voice AI improve demat account opening?

Can voice AI reactivate dormant trading accounts?

Can voice AI deliver trade advisory calls?

Can voice AI handle IPO season and market rally volume spikes?

What Indian languages does SquadStack support?

Is voice AI compliant with SEBI and TRAI regulations?

Can voice AI integrate with our trading platform and CRM?

How does voice AI for brokerage compare to building in-house?

How long does it take to go live?