Support That Moves at Market Speed
Nowdesk helps stock trading platforms onboard investors faster, answer platform queries instantly, and deliver personalised market insights — turning one-time sign-ups into active traders.
Attract and Register New Investors
Capture interest from retail investors and guide them into your platform with frictionless digital onboarding flows.
- Brokerage account opening flows via WhatsApp and web chat
- Investment quiz and risk profile bots to segment new users
- Webinar and market event registration automation
- Referral programme management and reward notifications
- Demo account guidance for first-time investors
Turn Accounts into Active Traders
Close the gap between account creation and first trade with guided, confidence-building in-chat flows.
- Account funding confirmation and next-step guidance
- First trade tutorials delivered directly in chat
- Portfolio setup and watchlist configuration assistance
- Research report and market brief delivery via WhatsApp
- Margin account application flows with risk disclosures
Keep Investors Engaged and Informed
Proactive market insights and personalised notifications bring investors back to the platform day after day.
- Earnings alert delivery for watched stocks via WhatsApp
- Dividend and corporate action notification broadcasts
- Portfolio milestone celebrations to recognise investor progress
- Research newsletter delivery to segmented subscriber lists
- Reactivation flows for dormant investors with market catalysts
Built for Financial Services · Stock Trading Platforms
Account Opening Bot
Guide investors through brokerage account creation, document submission, and approval — entirely via chat with status updates at every step.
Investment Profile Quiz
Conversational risk assessment flow segments investors by experience and appetite, enabling personalised product recommendations from day one.
Earnings Alert Delivery
Automatically notify investors when companies in their watchlist report earnings, with key figures delivered directly to WhatsApp.
Dividend Notifications
Send dividend announcements, ex-dividend dates, and payment confirmations to investors holding relevant positions.
Portfolio Query AI
Answer questions about account balances, trade history, pending orders, and platform features instantly — 24/7 without agent involvement.
Research Report Delivery
Distribute analyst reports, market briefs, and investment ideas to segmented subscriber lists via WhatsApp and Messenger.
Omnichannel Support Inbox
Unify WhatsApp, LINE, web chat, and email into a single workspace so your support team handles every investor query in one place.
Reactivation Campaigns
Identify dormant investors and re-engage them with personalised market commentary, special offers, or relevant stock alerts timed to market events.
Compliance Messaging
Full audit trails, risk disclosure delivery, and consent management ensure every investor communication meets regulatory requirements.
Results That Speak for Themselves
"Our account activation rate tripled within two months of deploying the onboarding bot. New investors who previously dropped off during document submission now complete the process in under five minutes."
"Investors who receive first-trade guidance via WhatsApp convert at 2.5x the rate of those who only receive email instructions. The conversational format removes anxiety around placing that first order."
"Eighty-two percent of our investor support queries are now handled by AI — account queries, trade confirmations, platform issues. Our human agents focus entirely on complex cases and high-value client relationships."
Built for Regulated, Investor-Centric Platforms
Stock trading platforms operate under strict regulatory requirements while competing fiercely for retail investor attention. Nowdesk gives you the tools to win on both fronts.
- Compliance by Design Every conversation is logged with full audit trails. Risk disclosures, consent records, and data handling meet financial regulatory standards.
- Proactive Market Engagement Push earnings alerts, dividend notices, and research to investors at the right moment — driving platform logins and trading activity.
- Intelligent Query Deflection AI handles the vast majority of account, portfolio, and platform queries so your team focuses on complex escalations and VIP client care.
- Multi-Market Channel Coverage Reach investors across WhatsApp, LINE, Messenger, KakaoTalk and more — covering every market your platform serves.
Common Questions
Nowdesk maintains complete conversation audit trails, consent records, and data handling controls. Risk disclosure delivery can be automated within onboarding flows, and all communications are logged for regulatory review. We work with your compliance team to configure the platform to your jurisdiction's requirements.
Nowdesk's AI can be configured to answer factual platform and account queries while strictly avoiding regulated investment advice. Responses related to specific securities can be templated to include appropriate disclaimers or routed to licensed advisors.
Nowdesk integrates with your market data feed or internal systems via API. When a trigger event occurs — such as an earnings release or dividend announcement — automated messages are sent to investors with relevant positions or watchlist entries on their preferred messaging channel.
Yes. Investors can submit identity and address documents directly via WhatsApp or web chat. Documents are securely collected and can be passed to your KYC verification provider via API. Status updates are sent automatically at each stage of the verification process.
Yes. Nowdesk offers REST API and webhook integrations that connect to your CRM, trading engine, and portfolio management system. This allows the AI to respond with personalised, real-time account data during investor conversations.
Nowdesk supports automatic language detection and AI-assisted multilingual conversations. You can route investors to agents by language and configure separate bot flows for different regional markets, all managed from a single platform.