Is a trading chatbot compliant?

Yes — the bot handles onboarding, KYC guidance, account support and permitted informational content, while routing advice-related queries to licensed staff to stay compliant.

Can it speed up onboarding?

Yes. It guides users through account opening and KYC step by step on WhatsApp, reducing drop-off.

Is user data protected?

Yes — users are verified before any account details are shared, and conversations are logged securely for compliance.

🤖 Hello! Welcome to our virtual assistant. How can I help?

09:00 AM ✓✓

I want to book an appointment for tomorrow afternoon.

09:02 AM

🗓️ Available slots: 2:00 PM or 4:00 PM. Please select one.

09:03 AM ✓✓

✅ Appointment confirmed! Here is your digital pass. 📄

09:04 AM ✓✓

Investment · AI Chatbot

AI Chatbot for Stock Trading & Investment

Deliver alerts, onboarding and support with a compliant trading AI chatbot.

Get Started Free Talk on WhatsApp

Meta Authorised BSP Enterprise Security Fast Integration Pan-India Reach

Live Demonstration

See the Investment Assistant
In Action

Watch how our AI onboards clients, completes KYC and answers account queries on WhatsApp—compliantly and around the clock.

Faster Onboarding

Opens Demat accounts with guided, in-chat KYC.

Secure & Compliant

Verifies users and routes advice to licensed staff.

24/7 Support

Answers account and funding queries any time.

InvestBot AI

typically replies instantly

Hi! Welcome to WealthGrow Securities 📈 I can help you open an account. Shall we start?

10:00 AM

Yes, I want to open a Demat account.

10:01 AM

It takes about 5 minutes. How would you like to complete your KYC?

10:01 AM

Complete Your KYC

Choose a secure, SEBI-compliant method 🔒

10:01 AM

KYC Method

Aadhaar e-KYC

Instant · Recommended

Video KYC

~5 min · Live agent

Upload Documents

Manual review

View Options

Aadhaar e-KYC

10:02 AM

Great! Your Aadhaar e-KYC has started. Once verified, your Demat and trading account will be active within 24 hours. Investments are subject to market risks. 📊

10:02 AM

Type a message...

Overview

Broking, trading and investment platforms must onboard users quickly and keep them informed — while staying compliant. icpaas.ai (Enterprise Communication Platform)'s AI chatbot handles KYC guidance, account support and informational alerts on WhatsApp, 24/7.

The bot guides onboarding and KYC, answers account and platform questions, and shares permitted informational updates, escalating advice-related queries to licensed staff. Seamlessly integrated with TRAI-compliant pipelines, ensuring robust delivery rates across every network in India.

24/7

Support

Faster

Onboarding

98.9%

Verification

Compliant

Routing

Trusted by India's Leading Enterprises

HDFC BANKTATARELIANCEICICIAirtel

What you get

Built for Investment

Onboarding & KYC

Guide users through account opening and KYC. Engineered to enhance citizen/customer engagement, streamline outbound workflows, and deliver measurable results.

Account support

Answer platform, funding and statement queries 24/7.

Informational alerts

Share permitted updates and educational content. Engineered to enhance citizen/customer engagement, streamline outbound workflows, and deliver measurable results.

Secure verification

Verify users before sharing account details. Engineered to enhance citizen/customer engagement, streamline outbound workflows, and deliver measurable results.

Compliant routing

Escalate advisory queries to licensed staff. Engineered to enhance citizen/customer engagement, streamline outbound workflows, and deliver measurable results.

CRM integration

Log conversations for compliance and support. Engineered to enhance citizen/customer engagement, streamline outbound workflows, and deliver measurable results.

Use cases

How Investment teams use it

KYC onboarding Account support Funding queries Statements Education Alerts Verification Support

Why icpaas.ai

Why Investment chooses us

Faster onboarding and KYC.
24/7 account support.
Compliant, with human escalation.
Secure user verification.

Developer Integration

ICPaaS API Playbook

See how easily your developers can trigger these communications using our robust REST APIs.

Integration Points

Connect your existing database, CRM, ERP, or billing software directly to our high-throughput REST API.

Endpoint: ai.icpaas.in/v1/messages

POSTAPI Authentication

All requests must be authenticated using the Bearer token generated from your ICPaaS Dashboard under Developer Settings.

Authorization: Bearer YOUR_ICPAAS_API_KEY

curl -X POST https://ai.icpaas.in/v1/messages \
  -H "Authorization: Bearer YOUR_ICPAAS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "from": "+919876543210",
  "query": "Hi! I'd like to book an appointment. What slots are available tomorrow?"
}'

FAQ