Your Partner Through The Digital Age

Your Partner Through The Digital Age

Discover The Power Of AI In Securities Services

From acquisition to service and support to growth, impact experience at each stage of a customer journey in the securities services.

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"Securities Bot"

Transform CX for Securities workflows with speed and scalability

Through human-like & out of box omnichannel engagements, delivers predictive outcomes across the life cycle for all the stakeholders in the securities industry. It allows you to grow your customer base with wide geographical coverage and better trading & investment market reach. The cutting edge No code CX automation platform helps increase revenue, profitability, customer satisfaction and employee productivity while reducing operational costs.

Switch from reactive to preemptive and proactive customer servicing for greater results


Automation of securities service workflows


Increase in users’ engagement


Improved lead conversion rate


Improvement in agent productivity

Engagement AI key to exponential scaling

" Securities Journey"

On-demand securities services through makes CX seamless

"Securities Operation Automation"

AI Driven DEMAT Account Opening

Improve operational efficiency through onboarding, Demat account opening and KYC processes automation.

Payments / Money transfer

From transfering your equity investments to bank deposits to debt mutual funds, make payment transfer business stress free, simple and seamless.

Automation of Manual, Paper-Based Processing

Automate KYC process faxed trade orders, searching or retrieving documents, tracking payments, responding to requests for account and tax statements.

Up-Sell & Cross Sell

Automate lead gen, cross/upsell operations and portfolio management based on customer’s behavior.

FAQ Automation

Automate routine queries regarding market information, stock equity, portfolio, orders, equities, mutual funds and so on.

Notifications And Updates

Keep your customers updated with information, offers, and promotion through automated notifications across channels.

The enterprise grade AI solutions designed to accelerate end to end customer experience journey

"engagely automation cloud"
"unified communication cloud"
"Customer Analytics Cloud"

Engagely Automation Cloud

Automate trading and investment workflows to eliminate turnaround time with our intelligent virtual assistant (IVA). Streamline your complete communication channel with’s AI driven voice, email and chat bot automation. Empowered with advanced NLP, these bots are more than capable of handling complex customer queries.

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"engagely automation cloud"

Unified Communication Cloud’s unified window console empowers agents, supervisors and Agent Assist with a single platform view. The unified view helps resolve all customer issues across channels, multi-messaging apps and devices in real time while the live chat software allows immediate customer support and information regarding market stocks, equity, mutual funds, investments, and much more.

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"unified communication cloud"

Customer Analytics Cloud

The intelligent customer analytics cloud lets you deep dive into the customer interactions and analyze their behavior. The smart analytics thereby enhance customer experience with consistent and continuous evaluation about customer needs, preferences, likes and dislikes and provide data driven recommendations.

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"Customer Analytics Cloud"’s AI automation ensures holistic transformation of securities industry

"Ready To Use AI Models For Securities"

Ready To Use AI Models For Securities

"No Code Platform"

Speedy Deployment With No Code

"Drag & Drop Analytics"

Drag & Drop Analytics

" Extensible Platform"

Open & Extensible Platform

Integration To Any Data Source Through API & DB Connectors

AI automation driven top-notch data Security

Industry Grade Security Against Theft Of PII

24/7 Risk Monitoring

Real-Time User Activity Tracking

Voice Recognition Based Prevention Of Identity Theft

Constant Data Pattern Analysis

Well Integrated into technology ecosystem

Our success in transforming securities operations


Enhanced Customer Engagement using WhatsApp Bot

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The client is a leading InsurTech platform to purchase life and general insurance products. The client focuses on introducing and delivering value-based, innovative, and competitive solutions for their customers....


Transforming merchant/distribution partners engagement using Conversational AI

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The first payments bank to go live with 410 branches and more than 25,000 banking points on day one....

Learn how Engagely can drive ROI, reduce costs and increase revenue.