Overview

Stock brokers compete on onboarding speed and service. Gaptix handles account-opening enquiries, guides KYC and onboarding, and provides support and education on WhatsApp — increasing account activations and satisfaction, while trading, funds and logins always happen on the broker's secure, regulated platform.

Use Cases

WhatsApp use cases for Stock Brokers

Every step from discovery to repeat purchase — automated on the channel your customers check most.

Account-opening enquiry

Answer questions on account opening and fees.

Onboarding & KYC

Guide demat/trading account KYC and setup.

Activation support

Help users activate and fund via secure app.

Platform education

Explain features and how-tos.

Support & tickets

Resolve and track service issues.

Statements & reports

Share statements and reports securely.

Alerts & updates

Share account and corporate-action alerts.

Referrals & retention

Drive referrals and retention.

The Platform

Everything Gaptix gives your Stock Brokers business

One platform to run marketing, sales and support for stock brokers on WhatsApp.

AI Agents

Trained on your catalogue and policies to answer, recommend and sell 24/7.

WhatsApp Catalogue

Showcase products with images, prices and variants right inside chat.

Broadcasts & Campaigns

Segment customers and send offers, launches and reminders that get seen.

Shared Team Inbox

Your team and AI collaborate on one inbox with full context.

Payments & Checkout

Accept UPI, cards, netbanking, EMI and COD with secure links.

CRM & Leads

Capture, tag and nurture every customer automatically.

Chatbot Flows

Design multi-step journeys with conditions, delays and actions.

Analytics

Track opens, replies, conversions and revenue by campaign.

In Action

See it in a real conversation

This is how a stock brokers customer goes from question to checkout — automatically, in seconds.

10xhigher open rates than email

24/7instant AI responses

3xfaster response & resolution

↑more conversions & repeat orders

Gaptix AI online

How do I open a demat account with you?

It's quick! You'll need PAN, Aadhaar, a bank account and a selfie for video-KYC — usually done in 15 minutes. Want me to guide you through the onboarding right now?

Yes, let's do it.

Great 📈 I'll walk you through each step and secure document upload. Funding, logins and trading always happen on our secure platform. Once active, I'll share how to navigate it and answer any questions.

FAQ