Lead Recovery
Follow up with dormant and abandoned leads as soon as they go cold, not days later.
VoiceWhatsAppTelegram
Inactive leads back in play
AI agents for brokers & fintechs
Recover more
funded accounts
from leads
already paid for.
AI voice, WhatsApp and Telegram agents that follow up with old leads, KYC drop-offs and unfunded registrations. Available 24/7 across languages and time zones.
Get my free funnel audit
Targets and measurement are scoped in writing before we start.
▲ 21× more likely to qualify in <5 min
▼ 68% of KYC applications abandoned
▼ ~85% of registrations never fund
The gap
Every broker pays for leads.
Too many stall before funding.
You pay to acquire leads. Then response time, KYC friction and manual follow-up reduce the number that fund.
70 to 90%
of registrations never fund. A meaningful share can still be recovered.
- 01 Cold in minutesNo instant follow-up when a lead registers. HIGH
- 02 KYC abandonmentRegistrations stall at verification, never fund. HIGH
- 03 Slow, manual chasingAgents can't reach everyone, fast enough. MED
- 04 Dormant tradersFunded once, then silent. Nothing wakes them. HIGH
- 05 Timezones & languagesNo coverage around the clock, in every tongue. MED
Audit maps the exact drop-off points
The fix
Three AI workflows for follow-up, funding and retention.
One connected system across the channels your leads already use, mapped to the points where your funnel loses momentum.
Conversion Optimization
Move registrations to funded accounts faster, with the right nudge at the exact step they stall.
VoiceWhatsAppTelegram
More registrations funded
Customer Journeys
Onboarding, retention and reactivation journeys that adapt to the user, language and account stage.
VoiceWhatsAppTelegram
Traders active for longer
How it works
Live in days, not quarters.
-
01
Connect
We plug AI agents into your CRM and back-office. No rip-and-replace project.
-
02
Engage
Agents reach leads through voice, WhatsApp and Telegram with immediate follow-up.
-
03
Convert
More funded accounts, more reactivations, far less manual chasing.
AI Voice Agents
Calls that qualify, follow up and book in the lead's language.
WhatsApp Agents
Two-way conversations that recover, verify and nudge where leads already reply.
Telegram Agents
Meet traders on their channel of choice with instant, automated journeys.
Proof
The numbers brokers actually care about.
Based on 300+ delivered automation projects and the industry's own benchmarks. Every metric maps to a specific funnel loss.
0more likely to qualify a lead reached in <5 min
0of KYC applications abandoned mid-flow
0of dormant accounts won back (top campaigns)
0avg. cost per funded account at stake
Sources: MIT/InsideSales & HBR (lead response) · Signicat 2022 (KYC onboarding) · HotForexLead 2026 (forex CPA). We benchmark your funnel in the free audit.
Forex case study
Tier-1 retail broker, EU-regulated
Thousands of monthly registrations stalling at KYC and a follow-up team that couldn't keep up across time zones.
+38% lead-to-funded in 60 days
* Illustrative until client data is confirmed.
Why Optimate
Before you buy another tool, get the recovery plan in writing.
We scope the targets, implementation and measurement before work starts.
Claim your free auditLive demo
Try the Forex Outreach demo
Speak with the same kind of voice agent that follows up with registrations, answers objections and moves qualified leads back into the funding flow.
- Uses the browser microphone with your permission
- Runs as an ElevenLabs Conversational AI demo
- Best tested in Chrome or Safari with sound enabled
Free funnel audit
Get your free funnel audit
We'll map where your funnel loses leads and estimate the revenue you can recover with AI agents. No cost. No obligation.
- Where you lose leads, step by step
- Recoverable revenue, quantified
- A concrete agent plan: voice, WhatsApp, Telegram