Increase Brokerage Revenue by Activating Clients Your Team Never Calls
Identify high-intent traders, detect dormant clients ready to act, and guide your team on exactly who to contact and what to say — automatically.
Activate neglected retail traders on BSE/NSE and MCX without hiring more RMs.
98% of your clients stay uncontacted. That's missed brokerage revenue.
Relationship Managers (RMs) are given too many accounts to manage manually. Without direct direction on who is ready to trade right now, they resort to contacting the same few clients, leaving the majority of your base completely ignored.
10,000 Clients
Total registered trading clients on your BSE/NSE platform.
100 Clients / RM
The standard client book size assigned to each Relationship Manager.
2-3 Contacted Daily
RMs only have the bandwidth to stay in touch with 2 to 3 clients regularly.
9,800 Ignored Clients
Dormant or active traders who receive zero personalized engagement. Their trade volume is completely lost.
Automatically activates clients your team ignores.
We turn dormant platform activity into active trade volume. The system studies NSE/BSE user behavior, identifies ready-to-trade clients, and hands your RMs a pre-written outreach checklist.
Detects intent from behavior
Studies how users behave on your trading platform or website in real-time. It logs logins, stock charts viewed, watchlist additions, and sector hovers silently.
Rohan logs in 3 times, views Reliance Nifty charts, and starts checking MCX commodity options.
Analyzes stock & price indicators
Analyzes the price history of the stock viewed (like support levels or volume breakouts), and automatically scans for 5 related stocks in the same sector.
System detects price support on Reliance and pulls 5 related energy stocks showing active volume breakouts.
Guides RMs on exactly what to speak
Presents RMs with a pre-written script detailing: who to call, what to say, and which related stocks to pitch, eliminating manual pre-call research.
RM receives alert: 'Call Rohan. Reliance hovering at support. Open: Reliance is showing strength at support today, want to allocate?'
Less headcount. More revenue. No guesswork.
What your team looks like — before vs. after
From platform signal to RM action in real-time.
Don't just show charts. The system watches how clients interact on the trading terminal, calculates their interest, and instantly stages the exact action in your CRM. Your RM just reads the pre-written script and calls.
Rohan Mehta browses NSE charts, checks Reliance price thrice, and opens commodity options list.
Categorizes activity as active sector research on BSE/NSE/MCX. Identifies portfolio gaps.
Analyzes Reliance price support and volume breakout indicators, and pulls 5 related energy scripts to pitch.
Locks the lead into the appropriate client activation campaign inside Salesforce or Zoho.
Stages a priority task on the RM's daily screen with pre-written talking script. No pre-call planning needed.
Stable. Production-ready. Easy to deploy.
One unified version containing all active client monitoring, stock analysis, and CRM sync features.
Standard Activation
Stablev1.0.0Identify active but uncontacted clients ready to trade.
Rohan logs in 3× today and views Reliance. The system analyzes the stock's price history (currently hovering near support) and alerts his RM: 'Rohan is tracking Reliance. Recommend Reliance + suggest 5 related energy stocks showing volume breakouts.' RM makes the call, Rohan trades.
Brokerage is a volume game. Activate the other 98% of your base.
If your clients trade more, your brokerage revenue goes up. This system identifies high-intent clients your team ignores and gives RMs the exact reasons to contact them.
Fits directly into your current CRM workflow.
No new tabs or complex software for your RMs. The system syncs directly with Salesforce, Zoho, or your custom brokerage CRM.
1. Sync with CRM
Connects to Salesforce or Zoho to identify assigned clients and log activity automatically.
2. Stage Campaigns
Groups high-intent clients into automatic marketing or outreach campaigns without manual list building.
3. Assign Actionable Tasks
Populates RM dashboards with call tasks containing exactly what to say and who to call. RM executes with one click.
See this running
on your client data.
We map the right templates to your firm, run a signal audit on a sample of your client base, and show you exactly what the system would have done last month — and what revenue it would have generated.
No commitment required. Takes 1 - 2 working days.