ComparisonsWhen Should Brokers Call Dormant Traders?Teodor Avadani·September 9, 2026·11 min readBest time to call dormant traders: three local-time windows per region, the legal clock for the US and Australia, and a four-attempt retry schedule.
ComparisonsHow to Segment Dormant Traders Before CallingTeodor Avadani·September 9, 2026·10 min readTrader segmentation for reactivation: the MT4/MT5 fields to export, six dormant segments, a priority score and the exclusions to apply before calling.
ComparisonsHow to Build a Dormant Trader Reactivation CampaignTeodor Avadani·September 9, 2026·11 min readDormant trader reactivation campaign, step by step: objective, segments, suppression rules, opening line, call windows, handoff and a stop line.
ComparisonsPlanning Cross-Border AI Calling for Brokerage ClientsTeodor Avadani·September 9, 2026·11 min readCross-border AI calling compliance brokers can plan per country: licence, consent, DNC registers, calling hours, caller ID and recording storage.
ComparisonsData Retention for Brokerage AI Voice CampaignsTeodor Avadani·September 9, 2026·11 min readAI voice data retention brokerage guide: which rule sets the clock on recordings, transcripts and call lists, and how to write a schedule your DPO signs.
ComparisonsHow to Add Do-Not-Call Screening to Forex CampaignsTeodor Avadani·September 9, 2026·11 min readDo-not-call screening forex campaigns need before every dial: registers by country, 31-day and 28-day refresh rules, opt-out routing and audit evidence.
ComparisonsAI Call Disclosure: Questions Brokers Should AddressTeodor Avadani·September 9, 2026·11 min readAI call disclosure requirements for brokers: what the FCC, 47 CFR 64.1200 and the EU AI Act say the agent must state, plus recording and opt-out rules.
ComparisonsAI Voice Call Recording and MiFID II ConsiderationsTeodor Avadani·September 9, 2026·11 min readMiFID II call recording for AI voice calls: which broker calls Article 16(7) covers, the notice traders must hear, and the 5 to 7 year retention rule.
ComparisonsFCA Financial Promotion Rules and Outbound Broker CallsTeodor Avadani·September 9, 2026·11 min readFCA financial promotions outbound calls: when a broker call is a promotion, the cold-call test, the CFD risk warning, and how an AI agent stays on script.
