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All articles

Forex & Brokerage

206 articles

Cover image for How to Add Do-Not-Call Screening to Forex CampaignsForex & Brokerage

How to Add Do-Not-Call Screening to Forex Campaigns

Teodor Avadani·September 9, 2026·11 min read

Do-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.

Cover image for AI Call Disclosure: Questions Brokers Should AddressForex & Brokerage

AI Call Disclosure: Questions Brokers Should Address

Teodor Avadani·September 9, 2026·11 min read

AI 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.

Cover image for AI Voice Call Recording and MiFID II ConsiderationsForex & Brokerage

AI Voice Call Recording and MiFID II Considerations

Teodor Avadani·September 9, 2026·11 min read

MiFID 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.

Cover image for FCA Financial Promotion Rules and Outbound Broker CallsForex & Brokerage

FCA Financial Promotion Rules and Outbound Broker Calls

Teodor Avadani·September 9, 2026·11 min read

FCA 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.

Cover image for TCPA Considerations for AI Calls in Financial ServicesForex & Brokerage

TCPA Considerations for AI Calls in Financial Services

Teodor Avadani·September 9, 2026·11 min read

TCPA AI calls financial services: the FCC's 2024 AI voice ruling, written consent, 8am-9pm windows, 31-day DNC scrubs and the $0.35/min setup.

Cover image for GDPR and AI Voice Calls: What Brokerage Teams Should ReviewForex & Brokerage

GDPR and AI Voice Calls: What Brokerage Teams Should Review

Teodor Avadani·September 9, 2026·11 min read

GDPR AI voice calls brokers should review before launch: lawful basis, AI disclosure, DPIA, processors, retention and trader rights, article by article.

Cover image for Marketing Consent and Dormant Trader OutreachForex & Brokerage

Marketing Consent and Dormant Trader Outreach

Teodor Avadani·September 9, 2026·10 min read

Dormant trader marketing consent: what old registration consent covers, why AI voices change the bar under the TCPA and PECR, and how to audit a list.

Cover image for AI Calling for Forex Brokers: A Compliance Planning GuideForex & Brokerage

AI Calling for Forex Brokers: A Compliance Planning Guide

Teodor Avadani·September 9, 2026·10 min read

Compliant AI calling for forex brokers: consent, TCPA, MiFID II recording, AI disclosure and retention, plus the $0.35/min cost and who signs off.

Cover image for What a Trader Reactivation API Should SupportForex & Brokerage

What a Trader Reactivation API Should Support

Teodor Avadani·September 9, 2026·11 min read

Trading platform reactivation API checklist for brokers: auth, MT4/MT5 list import, campaign control, call events, signed webhooks, limits, $0.35/min.

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