Talk to Sales:
 INDIA 1800-1020-340
  •  INDIA 1800-1020-340
  •  SINGAPORE +65-315-85-434
  •  PHILIPPINES +63-264-06-899
  •  DUBAI/UAE +971-455-08-331
  •  THAILAND +66-208-03-980
  •  SAUDI ARABIA +966-11-5204444

Stock Brokers

Never miss a call, track and record all calls and increase ROI on campaigns



High unprofessionalism and loss of revenue due to missed calls, inefficient tracking and recording of calls

Stock markets are volatile and unpredictable – making investment decisions tough. Importance of timing has been stressed much in books and through serial investors. When every moment counts, literally, brokers need to make sure that they are with their clients to make their investment decisions. Brokers can’t afford to miss a call since it imparts an unprofessional impression onto their client who might later leave them. An engaged broker will receive more clients for portfolio management than a broker who misses calls and takes the client with carelessness.


How Knowlarity’s cloud telephony services help stock brokers

Call Center Solutions

With increasing number of customers and employees, it becomes more and more difficult to know what your agents have been saying to customers, and if they’re really happy, if their calls are being answered on time. It’s important to know all this before it’s too late.

While most companies rely on managers to analyze this data, with cloud telephony, all of it can be automated. Automated Speech Recognition picks out certain keywords from each conversation and with keyword spotting, helps you understand which agent has the happiest customers. While you do not listen to all the calls, you still get data from what is happening in all of them, ensuring complete transparency about what’s happening between your agents and customers at all times.

Automated Outbound Solutions

With Automated Outbound Solutions, you can develop a personal connect with your customers by sending them wishes on special days, sending them messages with information exactly specific to them. Coupled with Text to Speech, outbound solutions allow you to generate an automated call for the customer which is personalized with details like the customer’s name, pending amount, total balance etc, depending on the purpose of the call.

Virtual number

With a virtual number, you can easily integrate your phone number with the dashboard, record all calls, track missed calls, schedule timely follow-ups and route all calls through a singular number for quick analytics.

Toll-free number

A toll-free number allows customers to reach you for free – making it hassle-free for them and telling them you’re always here to listen – whether it’s feedback or a query.


After adopting the solutions, the broker never misses a call and makes sure that the query of the client is addressed by the concerned associate. Customers now know that their voices will be heard, concerns will be addressed and will be guided in the right direction. Small steps taken towards customer engagement reap rewards in the form of customer repeatability and more commissions. Through Text-to-Speech powered Automated Outbound Solutions, the broker now sends outbound campaigns targeting various investors and hooks them to their services through promotions. Overall, cloud telephony can turn out to be a boon for broker’s business.

Trusted by over 15000+ organizations across 65 countries

Or, Talk to Sales
INDIA 1800-1020-340
  • INDIA 1800-1020-340
  • SINGAPORE +65-315-85-434
  • PHILIPPINES +63-264-06-899
  • DUBAI/UAE +971-455-08-331
  • THAILAND +66-208-03-980
  • SAUDI ARABIA +966-11-5204444
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