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All articles

Industry Guides

206 articles

Cover image for How to Add Do-Not-Call Screening to Forex CampaignsIndustry Guides

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 AddressIndustry Guides

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 ConsiderationsIndustry Guides

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 CallsIndustry Guides

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 ServicesIndustry Guides

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 ReviewIndustry Guides

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 OutreachIndustry Guides

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 GuideIndustry Guides

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 SupportIndustry Guides

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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