AI voice agents for stock brokers

Yes. Outpero's AI voice agent handles stock brokers calls end to end — calling every demat sign-up that stalls within 30 seconds of the drop-off and guiding it to a completed account. It works 24 hours a day in Hindi, Telugu, Tamil, Marathi, Kannada, Malayalam and English, switching to English the moment the caller does.

For stock brokers, an Outpero AI employee will call sign-ups the moment they drop off the onboarding flow and explain the pending step — bank proof, e-sign or income proof; send the resume-onboarding link over WhatsApp during the call; run campaigns to accounts that are open but unfunded, offering a platform walkthrough with your support team; book a callback with a relationship manager for brokerage-plan or margin questions. Every call is recorded, transcribed and summarised automatically.

Outpero has no setup fee and no monthly base fee — you pay only for connected talk time, from ₹5 per minute (1 credit = ₹1, credits never expire), plus ₹649/month for a dedicated calling number. A full-time telecaller doing the same job costs around ₹18,000 a month, works one shift and handles one call at a time. Prices exclude 18% GST.

Under 30 seconds from the enquiry landing. That matters here because brokers spend heavily to get demat sign-ups, then lose a large share inside the account-opening flow: PAN verified but bank proof missing, e-sign pending, income proof not uploaded for derivatives. Each half-opened account is a lead someone already paid for. Once accounts open, many never get funded. SEBI's rules on advice and its crackdown on unregistered tip-sharing mean sales calls that drift into stock talk are a liability.

No. Recommending securities or sharing market views falls under SEBI's rules on research and advice, which require registration the agent does not have. The script should keep to account opening, platform features, published charges and process questions. If a caller asks what to buy, the agent declines politely and, if you offer research through a registered entity, books a callback with that team.

It can explain the steps — income proof upload, risk disclosure acknowledgement — and send the link to complete them. It should not encourage derivatives trading. SEBI's own studies found that most individual traders in equity F&O lose money, which is why brokers must display risk disclosures. Script the agent to state that derivatives carry high risk and leave the decision entirely to the client.

SEBI and the exchanges prohibit brokers from promising assured returns and expect client communication to be accurate and documented. Recorded calls with full transcripts help on the second point. On the first, keep the script factual — brokerage, account charges, platform steps — and avoid returns language altogether. Call only people who signed up or enquired, and let bulk campaigns screen lists against DND.

Which step the client was stuck on, the reason they gave — bank account name mismatch, Aadhaar not linked to mobile, unclear about charges — whether they completed it during the call, and any callback request, with recording, transcript and summary. The data goes to the dashboard and your webhook, so your onboarding funnel updates automatically and repeated problems are spotted early.