From Reactive Bots to Agentic Martech: How Brokers Can Finally Close the Execution Gap
In FX, customer lifecycles are short and unforgiving. Getting traders to engage past six months is a real struggle, even with heavy incentives and constant outreach.
AI assistants and chatbots helped teams move faster, keep messaging consistent, and wrangle data. But they plateau on impact because they're reactive. They analyze the past and wait for instructions. What's needed now is an agentic system that reads the room and acts with purpose.
Agentic AI: Strategy That Builds Itself
Solitics' AI Expert moves beyond "tell me what to do" AI. It sets goals, analyzes real-time behavior, builds the strategy, and outputs deployable flows with messaging, promotions, and even visual mockups. Less whiteboarding, more shipped campaigns.
Ask it to increase FTDs (first-time deposits), boost engagement, or re-activate dormant users. It doesn't just give you ideas; it gives you artifacts you can use immediately.
Personalization That Doesn't Break Your Team
The system was trained on Solitics' product logic and real FX/fintech use cases. It understands onboarding, KYC/AML, triggers, market signals, and the timing that makes or breaks conversions.
It accepts plain-language prompts and produces customer paths the way marketers think about them-goal-first and behavior-aware. Examples you can give it:
- Convert demo users into funded traders
- Re-activate inactive investors/traders
- Trigger an outreach when a portfolio drops 5%
- Drive more anonymous users to complete registration
The result: instant concepts with ready-to-run flows that reflect each client's intent, risk level, and stage-without teams drowning in manual segmentation.
Context-Aware for Each Broker
Because the AI Expert sits inside Solitics' stack, it personalizes outputs based on your live data, triggers, cohorts, and KPIs. Two brokers can use the same prompt and get different flows because their contexts differ.
Use cases:
- "Generate more volume on XAUUSD" - It builds a flow that targets relevant cohorts, times prompts around volatility or spreads, and proposes offers tuned to your risk rules.
- "Increase the number of funded accounts" - It identifies friction points between registration and first deposit, then creates content and steps to move users through those gaps.
What Product and Engineering Teams Will Care About
- Goal-based generation: Start with an outcome. The system outputs end-to-end flows, messaging, and promotion logic.
- Real-time personalization: Uses your actual event stream and signals (trades, deposits, KYC status, market moves) to trigger the right step.
- Visual mockups: Marketing gets the look-and-feel upfront, reducing review cycles and handoff friction.
- On-brand consistency: Content respects your tone and constraints you set in the platform.
- Measurement-aware: Flows align with your KPIs, so you can attribute impact without extra tagging busywork.
Compliance and Security (Without Trade-offs)
The AI Expert runs inside Solitics. Data stays within the broker's environment; nothing is shipped to external services. You keep control of user data, flows, and approvals-no extra ops overhead.
For teams building in regulated markets, it supports workflows that respect KYC/AML and regional rules. If you need a refresher on global AML standards, see the FATF recommendations here.
Why Reactive AI Fell Short (and Agentic Works)
- Reactive: Describes what happened; waits for prompts; struggles to produce end-to-end campaigns.
- Agentic: Sets a goal; plans the path; generates deployable flows and content; adapts to live signals.
That shift closes the gap between idea and impact. Marketing spends less time stitching tools together and more time validating what works.
Practical Implementation Guide
- Connect the right data: Events for registration, verification, deposits, trades, portfolio changes, and support interactions.
- Define outcomes: FTDs, ARPU, funded account rate, win-back rate, volume on specific symbols, compliance completion time.
- Set guardrails: Content tone, offer constraints, risk rules, frequency caps, and compliance checks.
- Test quickly: Launch small cohorts, compare against holdouts, and promote winning flows.
- Instrument feedback: Map KPIs to flow steps so the system can optimize the next iteration.
Sample Flows You Can Ship This Week
- FTD acceleration: Identify verified-but-unfunded users; send a short nudge at optimal times; surface a quick-deposit option; follow up with a relevant asset idea and risk disclaimer.
- Dormant user re-activation: Detect portfolio stagnation; suggest a watchlist update; offer education tied to new market signals; add a time-bound incentive if compliant.
- Symbol-specific volume (e.g., XAUUSD): Trigger messages on spread changes or macro events; segment by experience level; vary content depth for novices vs. advanced traders.
What's Coming Next
The upcoming AI Expert 2.0 aims to make full campaign deployment happen inside Solitics, compressing the loop from concept to live rollout even further.
For Teams Upleveling Product + AI Skills
If your roadmap includes agentic features, LLM ops, or AI-assisted growth, curated learning paths by role can speed up onboarding and execution. Explore focused tracks here: AI courses by job.
Short lifecycles aren't going away. But with agentic systems that plan and act on your goals, you stop shipping ideas and start shipping outcomes.
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