Statistically, the customer lifecycle in this sector is famously short. So, keeping traders engaged for more than six months is a challenge for most industry players. Vying for traders’ interest, FX marketing teams have turned to AI assistants and chatbots to launch retention campaigns faster, ensure on-brand consistency and help optimise existing processes. But these tools are no longer enough for modern marketers.

We asked Solitics’ Guy Shemer to fill us in on how he thinks brokers can escape the vicious circle of concept without execution or execution without impact. What started as an introduction to Solitics’ new product release - the AI Expert - quickly developed into a deeper discussion about martech and why AI assistants are not really assisting anymore.

Thank you for taking the time to speak with us about the AI Expert. Tell us, is it everything you’ve hoped for?

Absolutely, with pleasure. You know, our engineering team has been working on this for a while, and when we started seeing the early results from broker pilots... I mean, it validated everything we believed it could do. So yes, I’d say it’s as good as we built it to be.

So far, the feedback from our pilot brokers has been great. They're seeing real improvements - conversion rates going up because the journeys are so tailored to individual traders, and retention improving because the messaging actually lands at the right moment. Not just faster execution, but smarter execution.

Here’s the thing - the AI tools on the market right now? They’re reactive. They analyse huge chunks of data, follow instructions, and predict what might happen based on past behaviour. They’re not agentic. The AI Expert is agentic. It analyses data and also creates strategies. It doesn’t just tell you what worked last time, it delivers what works now. That’s the difference!

Marketers have been struggling to bridge the gap between ideation and strategy for decades. With the AI Expert, they can seal that gap.That’s why it’s such an exciting tool! It delivers palpable results. Tell it to increase the number of FTDs, boost your engagement rate, or re-engage dormant users, and it delivers deployable journeys, personalised promotions for every touchpoint, complete with full flows. Each such output includes a visual mockup, so marketing teams get a real look-and-feel of the campaign. With this wealth of material at hand, marketers can go from idea to execution in minutes.

I see…You mentioned personalisation, which is every brand’s biggest bet right now. How does the AI Expert deliver personalisation - could you elaborate?

Certainly. As you probably know, for everyone in FX and fintech marketing, data is everything. Marketing professionals, marketing automation specialists, and product owners - they all share the same pain: they sit on huge amounts of customer data, but have no real grip on what their clients really need and want.

The AI Expert can deliver personalisation at scale because - and this is really crucial - we trained it on Solitics’ product logic, customer journeys, and real use cases. So, it inherently understands all the particularities of FX and fintech-specific requirements, from onboarding to KYC/AML compliance, flows, trading triggers, market signals, and engagement down to a T.

On top of this, it can interpret free-text prompts. This makes it extremely easy for marketers to build personalised, on-brand campaigns in a fraction of the time. All they need to do is describe the outcome - e.g., “Convert demo users into funded traders”, “Re-activate inactive investors/traders”, “Activate a campaign the moment a user’s portfolio drops 5%”, or “Drive more anonymous users to complete registration”.

Consequently, the result is not impossible to visualise anymore - instant bold ideas and ready-to-deploy highly personalisedcustomer journeys centred on each client’s goals and behaviour. This way, the AI Expert supports both ideation and execution, allowing marketers to stay focused on Strategy.

That’s what personalisation looks like on the traders’ side. What about brokers - can the AI Expert personalise campaigns to broker-specific goals?

Great question. Of course, because it uses Solitics’ real-time capabilities. I need to point out that the AI Expert is an integral part of Solitics’ infrastructure - therefore, it can tailor outputs according to actual user behaviour data and each broker’s structure. So, even if two brokerage brands use the same prompt, they will get different results because their context is different. Similarly, customer journeys are generated using each broker’s unique triggers, cohorts, and KPIs.

Let’s say a broker wants to “Generate more volume on XAUUSD” or “Increase the number of funded accounts”. In each case, the AI Expert will design a journey, flow, and messaging tailored to the situation.

Excellent, my next big question is about compliance and security. Does the AI Expert meet the required FX standard of security and compliance?

Absolutely. The AI Expert operates inside the Solitics platform, so no data ever leaves the broker’s environment. There’s no compromise between smart automation and compliance.

You get enterprise-grade privacy, regulatory alignment, and full control over user journeys and data - all with zero overheads and operational changes.

To conclude our insightful interview, what can brokers and fintechs expect next from Solitics?

I’m not a fan of spoilers, but yes - the AI Expert 2.0, which will facilitate full campaign deployment within Solitics’ environment, is already in the making. So, stay tuned! Meanwhile, I invite the readers to schedule a free demonstration to get a firsthand experience of how the AI Expert can help their business grow consistently.

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Source: Finance Magnates