AI-Powered Growth Infrastructure For Brokers

    Turn trader conversations into trading activity.

    Connect your brokerage to an AI-powered WhatsApp assistant that helps traders discover opportunities, execute orders, manage positions, and stay engaged — without navigating another complex platform.

    Book a demo See how it works

    Activation · Volume · Retention · Attribution

    Swiset Assistant
    online · typing…
    Buy $200 of AMZN every month.
    I can schedule that for the first trading day of every month. Confirm each purchase first?
    Yes, confirm with me first.
    Done ✅ I'll message you before every scheduled order.
    Order executed via broker
    buy 0.5 lots EUR/USDclose all XAU/USD positionsinvest $200 in AMZN monthlyalert me if NAS100 breaks 20kreactivate my bonushow are my positions doing?join the trading tournamentsell half my BTC positionwatch AMZN above $190what should I trade today?buy 0.5 lots EUR/USDclose all XAU/USD positionsinvest $200 in AMZN monthlyalert me if NAS100 breaks 20kreactivate my bonushow are my positions doing?join the trading tournamentsell half my BTC positionwatch AMZN above $190what should I trade today?
    Metrics that matter

    Built for the metrics brokers actually care about.

    Trader activation

    Move more registered users toward their first trade.

    Trading volume

    Reduce the steps between trader intent and execution.

    Retention

    Create a continuous, personalized relationship with every trader.

    Attribution

    Connect conversations and campaigns with measurable account activity.

    A new trader behavior

    Trading is becoming conversational.

    Retail investors are already using AI to research markets, understand financial information, and generate investment ideas. At the same time, WhatsApp is one of the most familiar digital interfaces in the world. The opportunity for brokers is to connect these two behaviors.

    62%

    of retail investors surveyed use AI to research stocks or other assets.

    54%

    have used AI chatbots for investment-related research.

    2B+

    people use WhatsApp across more than 180 countries.

    AI statistics from an April 2026 Investing.com survey. WhatsApp figures per current app listings across 180+ countries.

    Traders are already asking AI what to do. Swiset helps brokers become the infrastructure through which they act.

    The growth gap

    Acquisition alone does not create volume.

    Brokers invest heavily in acquiring registrations and demo accounts. But too many traders never reach their first deposit, never execute their first trade, or gradually stop operating. Traditional communication channels rarely close that gap.

    Registered, but inactive

    New users complete registration but never build enough confidence or urgency to start trading.

    Disconnected onboarding

    KYC, deposits, platform credentials, and first execution happen across separate tools and interfaces.

    Generic communication

    Every trader receives the same emails and notifications, regardless of experience, behavior, or intent.

    Silent churn

    Inactive traders gradually disappear without a timely, personalized intervention.

    Low attribution

    It is difficult to connect a message, campaign, or promotion directly to deposits, orders, volume, or reactivation.

    How much of your volume comes from your most active traders?

    And what are you doing with everyone else?

    The Swiset Assistant

    Give every trader a direct path from intent to execution.

    Swiset adds an intelligent conversational layer between the trader and the broker. Instead of searching through platforms, menus, and dashboards, traders express what they want in natural language. The assistant interprets the request, applies the broker's rules, asks for confirmation when required, and turns the conversation into a measurable action.

    Execute

    Place buy and sell orders through WhatsApp.

    Manage

    Review open positions and manage connected trading accounts.

    Discover

    Receive personalized insights, alerts, and relevant market opportunities.

    Automate

    Create recurring orders and conditional setups.

    Engage

    Deliver broker campaigns, tournaments, bonuses, and account reminders.

    Support

    Guide traders through onboarding, KYC, deposits, and platform activation.

    Explore the Swiset Assistant
    Real trader use cases

    One assistant. Multiple reasons to trade.

    Use case 1

    Trade execution

    Buy 0.5 lots of EUR/USD.
    You're about to buy 0.5 lots of EUR/USD at the current market price. Confirm order?
    Confirm.
    Order executed successfully. I'll keep you updated on the position.

    Broker impact: Less friction between trader intent and execution.

    Use case 2

    Recurring investments

    Invest $200 in AMZN every month.
    I can schedule the purchase for the first trading day of each month. Would you like to approve each order before execution?

    Broker impact: Creates repeatable trading behavior and recurring activity.

    Use case 3

    Personalized insights

    What should I watch today?
    Based on your previous activity, NAS100 and AMZN may be relevant today. NAS100 has historically been one of your most frequently traded instruments.

    Broker impact: Turns account data into relevant reasons to return.

    Use case 4

    Conditional execution

    Let me know if AMZN goes above $190 with strong volume.
    Alert created. Would you like me to prepare an order for your approval when the condition is met?

    Broker impact: Keeps traders connected to opportunities without constantly monitoring the market.

    Use case 5

    Position management

    How are my positions doing?
    You currently have three open positions. Two are positive and one is negative. Your total unrealized result is +$84.

    Broker impact: Creates more frequent account interaction.

    Use case 6

    Reactivation

    You haven't traded EUR/USD in 18 days. Volatility has increased ahead of today's economic announcement. Would you like a brief market summary?

    Broker impact: Re-engages inactive traders with context instead of generic promotions.

    Use case 7

    Broker promotions

    Your broker has launched a new trading tournament with prizes of up to $500. Registration closes on Friday.
    Register me.
    You're registered. I'll send you the rules and notify you when the tournament begins.

    Broker impact: Connects campaigns directly with participation and subsequent trading activity.

    From connection to execution

    A simpler experience for traders. A controlled environment for brokers.

    10:02STEP 01

    Connect

    The trader securely connects their broker account to the Swiset Assistant.

    10:05STEP 02

    Understand

    The assistant interprets natural-language requests and identifies the appropriate account action.

    10:08STEP 03

    Validate

    The request is checked against permissions, controls, balance, market status, and confirmations.

    10:11STEP 04

    Confirm

    The trader reviews order information before execution whenever confirmation is required.

    10:14STEP 05

    Execute

    The approved action is transmitted through the connected broker infrastructure.

    10:17STEP 06

    Measure

    The broker attributes conversations, campaigns, and orders to measurable account activity.

    The broker remains in control of execution permissions, eligible instruments, communication rules, and compliance requirements.

    Built for broker growth

    More activation. More volume. Less churn.

    Activation

    Guide new traders from account creation through onboarding, deposit, and first execution.

    Measure
    • Registration-to-KYC conversion
    • KYC-to-deposit conversion
    • First-time deposit
    • Time to first trade

    Volume

    Reduce friction and create more relevant moments for traders to act.

    Measure
    • Active trading accounts
    • Orders per active trader
    • Lots traded
    • Notional volume
    • Campaign-to-order conversion

    Retention

    Maintain an ongoing relationship based on trader behavior, not generic communication schedules.

    Measure
    • Trading frequency
    • Active trading days
    • Returning traders
    • Reactivation rate
    • Trader lifetime value

    Attribution

    Understand which interactions produce meaningful commercial outcomes.

    Measure
    • Messages delivered
    • Conversations initiated
    • Alerts created
    • Promotions accepted
    • Orders executed
    • Volume generated

    The north-star metric is not the number of conversations.
    It's the trading activity those conversations create.

    Personalization at scale

    Every trader receives a different reason to act.

    The Swiset Assistant uses trader behavior, account status, historical activity, preferred instruments, and campaign interactions to create more relevant experiences.

    For a new trader

    Explain the first steps, simplify onboarding, and guide them toward their first controlled trade.

    For an active trader

    Surface relevant insights, setups, alerts, and account information.

    For an inactive trader

    Identify reactivation moments based on previous instruments, trading patterns, and market events.

    For a high-value trader

    Deliver timely account support, personalized opportunities, and relevant broker programs.

    For a promotion-driven trader

    Recommend tournaments, bonuses, educational events, and campaigns aligned with previous engagement.

    Not more messages. More relevant actions.

    From campaign to execution

    Launch broker campaigns inside the trader's daily interface.

    Use the assistant to distribute and activate:

    Deposit reminders
    Trading tournaments
    Cashback campaigns
    Instrument-specific promotions
    Educational sessions
    Market alerts
    Economic-event campaigns
    Inactive-account reactivation
    Bonus activation
    Local events and communities

    Every enrollment, interaction, order, and resulting volume can be connected to the campaign that generated it.

    Campaign example
    Broker campaign
    online
    Trade at least five lots of EUR/USD this week and receive a 5% cashback reward.
    Activate the offer.
    Offer activated. You have traded 1.8 of the required five lots. I'll keep you updated on your progress.
    One assistant. Five growth layers.

    Built to support the full trader lifecycle.

    01

    Layer 1 — Execution

    Available
    Connect a broker account
    Buy and sell through WhatsApp
    Review and manage positions
    02

    Layer 2 — Behavioral AI

    In development
    Personalized trading insights
    Performance analysis
    Risk alerts
    Daily account recaps
    03

    Layer 3 — Onboarding

    In development
    Account activation
    KYC guidance
    Deposit reminders
    First-trade assistance
    04

    Layer 4 — Opportunity Engine

    Planned
    AI-powered market alerts
    Personalized setups
    Economic-event notifications
    Approval-based execution
    05

    Layer 5 — Broker Growth Engine

    Planned
    Promotional campaigns
    Tournament activation
    Bonus activation
    Reactivation journeys
    Campaign attribution

    The roadmap above reflects the phased product direction. Each layer is labeled as available, in development, or planned rather than presenting every capability as already released.

    Built around your brokerage

    Add a conversational layer without replacing your infrastructure.

    Swiset connects the communication experience with the broker's existing trading, account, CRM, campaign, and analytics systems.

    Integration areas

    Trading platforms
    Broker CRM
    KYC providers
    Payment and deposit flows
    Marketing automation
    Trader account data
    Tournament infrastructure
    Analytics and attribution

    Broker controls

    The broker defines:

    Available actions
    Eligible accounts
    Supported instruments
    Confirmation requirements
    Campaign rules
    Communication permissions
    Risk and compliance controls
    Discuss your integration
    Controlled by the broker

    Conversational does not mean uncontrolled.

    Every experience is designed around the broker's operating model, regulatory obligations, execution policies, and communication requirements.

    Explicit permissions

    Only authorized accounts and approved actions can be enabled.

    Confirmation controls

    Orders can require clear trader approval before execution.

    Transparent information

    Relevant instrument, quantity, price, and account information can be displayed before an action is confirmed.

    Traceable interactions

    Messages, confirmations, and resulting actions can be logged for audit and attribution.

    Broker-defined boundaries

    Swiset provides the interaction layer while the broker defines the rules under which it operates.

    The next trading interface

    Your traders are already having conversations about the market.
    Make your brokerage part of the conversation.

    Give traders a simpler way to discover opportunities, manage their accounts, and take action — while creating measurable growth for your brokerage.

    Book a product demo Become an early partner

    Swiset helps brokers acquire, activate, engage, and retain traders through AI-powered and gamified trading infrastructure.

    FAQ

    Frequently asked questions