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Benefits, Key Steps, and Features of Custom Trading Software Development

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Trading Software

We have always heard that modern problems require modern solutions. No matter what industry, every business function needs a tech upgrade. If we especially talk about the financial market, then modern problems include more market fluctuation and human limitations in predictive analyses. Leveraging next-generation technologies like AI can reduce or solve these problems. But how can traders use technology to build their investment strategies? The very simple answer is custom trading software development.

Custom trading software offers precise tech solutions to meet traders, brokers, brokers, and asset managers’ needs. It goes beyond the limitations of off-the-shelf software because it can be fine-tuned to integrate unique features and AI capabilities. Some Statistics show that algorithm trending, which is an AI-powered trending market, is going to increase with an annual CGPA rate of 12.2% from 2022 to 2030​.

So, the importance of custom trading software is quite clear to us now. But in this article, we will dive deeper into this and understand its benefits, key steps to develop this, and features that a well-developed trading software should have.

Benefits of Custom Trading Software Development

Tailored to Particular Needs: Customized trading software will be developed to suit the individual trader’s or firm’s trading strategies and processes. Thus, it offers far greater flexibility than pre-built software.

Better Security: This type of software solutions can protect Sensitive trading data against  breaches with advanced encryption, multi-factor authentication, and custom security protocols in place.

Faster Trade Execution: Such trading software solutions are optimized for speed, enabling faster order execution. It helps traders capture market opportunities in real-time.

AI and Algorithmic Integration: AI is a technology that you can’t avoid. You can integrate AI and algorithmic trading into custom platforms for automated strategy, deeper market trend analysis, and better decision-making.

Long-term cost efficiency:  This may mean higher upfront costs, but custom software reduces ongoing licensing fees, and updates can continue being developed based on evolving business needs. This is how it can save costs over time.

If these benefits fascinate you, but you don’t know how to start with custom trading software development, Then don’t worry. We are here to help you. Let’s discuss the step-by-step process of developing custom trending software for your trading business.

6 Steps to Get a Custom Trading Software Solution for Your Business

Following are the steps of how custom software is built, in which we have mentioned some critical details that you should consider.

Evaluate Your Business Needs

Everything starts with a need, so your first step should be identifying specific trading needs, such as the type of assets, kind of strategy, and security needed. This will ensure that the customized software fits your business perfectly.

Talk to a Development Company

If you don’t want the tension of hiring an in-house development team, then you can connect with a software development company and leverage their experience and tech expertise to develop custom trading software. Describe your vision to them and take a professional look into what technology, features, and functionalities will work best for your business objectives.

Prototyping and Design Feedback

The development team will create prototypes or mock-ups to visualize your software. Provide your feedback and changes  on the design and functionality to ensure the platform aligns with your expectations before full development.

Development

Software Development Developers will build the trading platform, make sure your developers use agile methodologies, and integrate key features like real-time data, automated trading, and AI-driven analytics.

Testing and Quality Assurance

The testing part is very important in your custom trending software developments, because it ensures high performance, secure, and usable software. Make sure your developers rigorously check your software. To ensure that it will works flawlessly in live trading with complete security. If you have developed this solution for mass usages then make sure firstly you do beta testing to avoid any inconvenience in using this.

This is how you can get a custom trading software of your choice. As we have mentioned, make sure you have some advanced features in your software. Here the question is what kind of feature you should have in your trading solution in 2024. So, let’s discuss some advanced features that will help you to achieve your trading goals.

Essential Features of Custom Trading Software in 2024

For a personalized trading platform to be successful, it must include specific features that empower traders and provide a competitive advantage. Here are some essential features:

AI-Powered Market Predictions

Make sure you integrate AI to analyze real-time and historical data in order to make accurate market predictions. AI’s market prediction can be more accurate than humans because it can analyze vast data in less time, thus providing more opportunities for profit. Skilled AI engineers can help you design such AI-integrated custom solutions to enhance your decision-making.

Real-time Data Analytics

Data analytics is the biggest factor in stock prediction. So it’s important to ensure your platform can provide real-time data analysis to track instant market changes. This will help traders to make swift and informed decisions in a fast-moving market. Thus you can improve possibilities of profit for you and your clients.

Customizable User Dashboards

If you are a broking company, then make sure your trading software Includes personalized dashboards that enable your traders to create an interface tailored to their needs, with relevant tools and charts. This flexibility increases both user comfort and trading efficiency.

Advanced Security Features

The way technology is increasing the fear of security vulnerabilities is also increasing. That’s why you need strong security features like multi-factor authentication and end-to-end encryption that can protect your sensitive data. These will keep your platform safe from cyber threats and also make it compliant with regulations.

Conclusion

In conclusion, we can say custom trading software provides traders and financial firms with custom strategies, better performance, and more security. With the help of expert developers, you will be able to develop flexible platforms that understand your needs, integrate real-time data, and incorporate features such as smart risk controls. In short, with effective custom software, the trader can confidently and correctly navigate complex global markets. Now it’s time to think beyond basic, think advanced, and leverage the power of technologies to reduce risk and improve profits.

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How Zendesk Chatbot Integration Boosts Customer Engagement

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Zendesk Chatbot Integration

Picture this: you visit a brand’s website at 11 p.m. with a burning question about a product you’ve been eyeing all week. You open the chat window expecting a “We’ll be back tomorrow” message, but instead, a friendly chatbot greets you, answers your question, and even helps you check out. That smooth experience? It’s not magic. It’s Zendesk chatbot integration in action.

Customer engagement today isn’t about just responding fast. It’s about creating meaningful, seamless, and human-like interactions that make people feel heard and valued. Zendesk, one of the most powerful customer service platforms in the world, makes that easier than ever when paired with smart chatbot technology.

In this article, we’ll dive deep into how Zendesk chatbot integration transforms customer engagement from reactive to proactive, offering real-world examples, practical tips, and strategies your business can use today.

The Engagement Challenge in the Modern Customer Era

Let’s face it, customers have changed. They’re no longer patient, passive, or willing to tolerate clunky support experiences.

Today’s buyers want:

  • Instant responses (because who wants to wait for a support ticket reply?)

  • 24/7 availability (time zones shouldn’t matter)

  • Personalized experiences (no more generic “How can we help?” prompts)

Traditional customer support teams simply can’t keep up with this pace around the clock. That’s where AI-driven chatbots integrated with Zendesk step in, automating repetitive queries, scaling conversations, and ensuring your customers always feel connected.

Why Zendesk and Chatbot Is a Game-Changing Duo

Zendesk is already a powerhouse when it comes to managing customer interactions, from ticketing and email to live chat and analytics. But when you integrate an intelligent chatbot (like one powered by Kogents AI or another conversational AI platform), the possibilities multiply.

What the Integration Really Does

A Zendesk chatbot integration doesn’t just plug in a chatbot widget. It creates a unified support ecosystem. Here’s how it elevates engagement:

  • Automates initial responses: Handles FAQs, product questions, or policy inquiries instantly.

  • Routes conversations smartly: Escalates complex issues to human agents within Zendesk without losing context.

  • Learns continuously: With AI and machine learning, the bot improves its accuracy over time.

  • Captures rich data: Every interaction enriches customer profiles and insights.

Think of it as giving your Zendesk platform a superpower. It’s now not just a helpdesk, but an always-on customer companion.

1. Speed: The Currency of Engagement

Time is the new loyalty driver. If you can resolve a customer’s issue within seconds, you’re already halfway to winning them over.

Instant Gratification, Real Results

A Zendesk-integrated chatbot can reduce response time from minutes or hours to milliseconds. Customers get instant replies for basic inquiries like “Where’s my order?” or “How can I reset my password?” without ever waiting for a human rep.

The Ripple Effect

That speed doesn’t just satisfy customers. It also relieves your human team from the pressure of repetitive queries. Agents can focus on complex issues while your chatbot handles the quick fixes, improving overall productivity and morale.

Example:
A retail brand using Zendesk with a chatbot saw response times drop by 80% and customer satisfaction rise by 35% within three months. Fast support isn’t just a perk; it’s engagement gold.

2. Personalization That Actually Feels Personal

We’ve all experienced robotic “Hi there, how can I help you today?” messages that feel as warm as a voicemail menu. True engagement happens when customers feel known.

Using Data Intelligently

With Zendesk’s rich CRM and ticketing history, your chatbot can access:

  • Past purchases

  • Previous interactions

  • Customer sentiment and preferences

This means it can greet users by name, recommend products, or follow up on earlier issues.

Example

Imagine a customer who previously reported an issue with a shipment. When they return, the chatbot could open with:

“Hey Alex! Last time you had an issue with your order delivery. Has everything been working fine since?”

That’s not just automation. It’s empathy at scale.

3. 24/7 Availability Without Burnout

Let’s be real: your human team needs to sleep, but your customers don’t. Zendesk chatbot integration gives your business round-the-clock coverage.

Always-On Engagement

Whether it’s midnight in New York or noon in Tokyo, your chatbot is always ready. It can handle inquiries, collect information, and even schedule follow-ups for human agents once they’re back online.

Global Reach, Local Feel

Multilingual support is another game-changer. Many chatbots integrated with Zendesk can converse fluently in multiple languages, so your brand sounds native, wherever your customers are.

4. Turning Support into Sales Opportunities

Engagement isn’t just about fixing problems. It’s also about creating moments that drive conversions.

Proactive Conversations

A Zendesk chatbot can monitor user behavior on your site and start conversations when it matters most, like when someone hesitates at checkout or revisits a product page.

“Hi there! I noticed you’ve been looking at our premium plan. Want to see how it compares to the basic one?”

Cross-Selling and Upselling

By integrating with your CRM, the chatbot can suggest complementary products based on previous purchases, just like a savvy salesperson who remembers your last order.

Pro tip: Align chatbot scripts with your sales funnel. Don’t just answer questions; guide users toward decisions.

5. Seamless Handoff: When Bots and Humans Team Up

The biggest fear businesses have about chatbots is losing the human touch. But Zendesk integration solves that gracefully.

Smooth Transition Between Bot and Agent

When a conversation gets too complex, the chatbot doesn’t just bail. It transfers the chat to a live agent with full context. That means no customer ever has to repeat their issue, which is a major frustration point.

Real Example

A SaaS company using Zendesk integrated with a chatbot reported a 50% increase in positive agent feedback after implementing smooth handoff workflows. Customers appreciated the continuity, and agents loved not starting from scratch.

6. Data-Driven Engagement Strategies

Every chatbot conversation is a goldmine of insight, if you know where to look.

Analytics in Action

Zendesk’s built-in analytics tools track:

  • Common queries

  • Chat duration

  • Customer satisfaction (CSAT) scores

  • Conversion rates from chatbot interactions

This helps you understand what customers really care about, optimize FAQs, and even predict future issues.

Iteration Is Key

The best chatbot experiences evolve. Regularly analyze chat logs, tweak responses, and A/B test new conversation flows. Treat your chatbot like a living, learning member of your team.

7. Integration with Kogents AI and Other Tools

Here’s where things get exciting. By combining Zendesk with Kogents AI, you can push automation and engagement even further.

Smart Insights Meet Smart Conversations

Kogents AI specializes in intelligent automation and conversational analytics. When integrated with Zendesk, it can:

  • Predict customer intent before they even ask

  • Deliver hyper-personalized recommendations

  • Trigger tailored workflows across channels

Imagine Zendesk as your foundation and Kogents AI as the rocket fuel that powers deeper engagement.

8. Real-World Use Cases of Zendesk Chatbot Integration

Let’s look at how different industries are leveraging this integration.

E-commerce

Bots handle order tracking, return policies, and product recommendations.
Result: Faster responses, fewer cart abandonments, happier customers.

SaaS

Chatbots assist with onboarding and troubleshooting.
Result: Shorter learning curves, better retention rates.

Travel and Hospitality

They manage bookings, cancellations, and itinerary changes.
Result: 24/7 global support and smoother experiences.

Healthcare

AI-driven Zendesk chatbots provide appointment reminders and FAQs.
Result: Reduced admin load and improved patient satisfaction.

9. Tips for Maximizing Engagement Through Integration

You’ve got the tools, but execution matters. Here are some practical ways to get the most from your Zendesk chatbot setup:

  • Define clear goals: Decide if your chatbot’s purpose is support, lead generation, or both.

  • Humanize the tone: Write scripts that sound conversational, not mechanical.

  • Train the bot regularly: Use past conversations to improve accuracy.

  • Offer an escape hatch: Always give users an easy way to reach a human.

  • Promote your chatbot: Let customers know your bot can help 24/7. It builds trust.

10. The Human-AI Balance: The Secret to Lasting Engagement

The best engagement strategies don’t replace humans. They empower them.

AI and chatbots handle speed, scale, and data. Humans bring empathy, creativity, and intuition. Together, they form an unbeatable team that keeps your customers coming back.

When businesses embrace that balance through Zendesk chatbot integration, they don’t just improve metrics. They create memorable experiences that build loyalty for life.

Conclusion: Engagement Is No Longer Optional

In today’s competitive landscape, brands that fail to engage meaningfully are forgotten fast. Zendesk chatbot integration offers a practical, scalable, and intelligent way to connect with customers where it matters most, in real time, with real empathy.

If you’re ready to transform your customer experience from reactive to remarkable, it’s time to explore the power of AI integration.

Ready to take the next step? Discover how Kogents AI can elevate your Zendesk chatbot strategy and start creating smarter, more engaging conversations today.

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Best Conversational AI Solutions & Tools for 2025

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Conversational AI

Modern businesses are transforming how they interact with customers and employees through intelligent, automated conversations. By the end of 2025, over 95% of customer and employee interactions will involve conversational AI, making it a crucial technology for organizations across industries.

Conversational AI is a technology that enables computers to understand, process, and respond to human language in a natural and contextually relevant way. It basically understands what you’re saying or typing and then responds in a way that makes sense. This powerful technology combines machine learning, natural language processing, and access to enterprise data to create seamless, human-like interactions.

The market reflects this growing importance, with the chatbot market projected to reach $1.25 billion by 2025 and the global conversational AI market expected to grow at a CAGR of 22%, reaching almost US$14 billion by 2025. As organizations seek to enhance customer experience and operational efficiency, selecting the right platform becomes critical for success.

Top pick: K2view GenAI Data Fusion

K2view stands out as the leading solution for enterprise conversational AI implementations, particularly for organizations requiring real-time access to enterprise data. K2view extends any conversational AI tool by giving it real-time access to fresh enterprise data for significantly better response accuracy and user experience. The company’s patented Micro-Database™ technology lets you retrieve AI-ready data from your existing CRM or ERP platforms at conversational latency of less than 200ms.

What sets K2view apart is its unique approach to data integration for AI applications. A K2view generative data product manages a dataset for each one of your business entities – customers, for example – in its own Micro-Database. It’s micro in size for lightning-fast, low-cost compute. It’s isolated for ultimate privacy and security. And it’s complete with current and context-rich data your users will trust.

The platform addresses a critical challenge in conversational AI: ensuring responses are accurate, current, and contextually relevant. Conversational AI chatbots perform best when they have access to real-time, accurate data. Without live data access, conversational AI chatbots may offer vague, generic, or outdated responses. By leveraging RAG GenAI, the chatbot can draw from current enterprise data during each interaction ensuring that every answer reflects the most recent, context-specific information available – without AI hallucinations.

K2view’s solution supports various conversational AI use cases including customer service automation, fraud detection, personalized marketing campaigns, and intelligent cross-sell opportunities.

Enterprise-grade platforms

Cognigy

Cognigy offers an AI Agent platform for enterprise contact centers, combining Generative and Conversational AI to create Agentic AI Agents that deliver instant, hyper-personalized, multilingual service on any voice or digital channel. Cognigy.AI is designed to meet enterprise needs, scaling seamlessly to handle high interaction volumes while complying with security standards like GDPR and HIPAA.

The platform excels in AI-human collaboration with intelligent routing and real-time agent assistance. While it’s at the forefront of innovation, Cognigy has established a reputation for its customer experience, reflected in its excellent performance across verified review sites like G2 and Gartner Peer Insights.

Kore.ai

Kore.ai is focused on helping enterprises accelerate value generation from AI. This is achieved through comprehensive advanced AI offerings to serve workplace tasks, process automation, and customer service use cases. With an AI agent platform, prebuilt solutions, and no-code tools for custom development, enterprises can deploy AI with security and at scale.

The platform distinguishes itself with its Knowledge Graph approach, which provides more intelligent, detailed query responses beyond simple intent-based responses.

Yellow.ai

Located in San Mateo, Yellow.ai specializes in Conversational AI, generating autonomous conversations that appear human-like. Their AI-powered, no-code Dynamic Automation Platform (DAP) is used by multiple enterprises. The proprietary multi-LLM AI engine of DAP, DynamicNLP™ manages around 2 billion conversations from a multitude of channels in numerous languages on a quarterly basis.

The platform offers strong integration capabilities and multichannel support, though users note some complexity during implementation and customization limitations.

Cloud-native solutions

Microsoft Azure Bot Service

Microsoft’s conversational AI platform integrates seamlessly with the Azure ecosystem, offering enterprise-grade security and scalability. The platform supports both code-first and low-code development approaches, making it accessible to different technical skill levels.

Amazon Lex

Amazon Lex extends Amazon’s expertise to businesses, empowering them with conversational bots. Integration with AWS services is seamless, but it’s optimal for businesses deeply invested in the Amazon ecosystem. With advanced deep learning functionalities, it encompasses Automatic Speech Recognition (ASR) for speech-to-text conversion and Natural Language Understanding (NLU) to discern text intently.

Google Dialogflow CX

Google Dialogflow CX remains a popular conversational AI solution for contact centers and is evolving with Vertex AI on the back end, bolstering its capabilities. The platform offers robust natural language understanding and integrates well with Google Cloud services.

Specialized solutions

Moveworks

Moveworks is ideal for enterprises that want to integrate self-service solutions across departments. Moveworks can seamlessly integrate AI-powered automation across your existing platforms and systems to streamline enterprise-wide workflows and employee productivity.

The platform focuses specifically on employee experience and IT service management, offering specialized solutions for internal operations.

Aisera

Aisera provides Agentic AI that helps enterprises transform operations across IT, HR, Finance, Facilities, Customer Service, and other business areas. The platform features a System of AI Agents—domain-specific, task-focused agents that autonomously coordinate, make decisions, and execute complex workflows at scale.

Key considerations for selection

When evaluating conversational AI platforms, organizations should prioritize several critical factors:

Data Integration Capabilities: Selecting the right platform means balancing ease of use, scalability, and advanced AI capabilities. The ability to access and utilize real-time enterprise data significantly impacts response accuracy and user satisfaction.

Security and Compliance: A grade-A conversational AI doesn’t only offer great features; it also comes with built-in compliance and security features, guaranteeing data privacy for end-users and assurance of platform security and integrations. Most AI bot platforms are SaaS solutions, which means they essentially check where data is hosted and if data centres are certified by industry standards.

Scalability and Personalization: Scale is important for all businesses. Whether you are a young early-stage startup or a big enterprise, your conversational AI agent should have the bandwidth to answer all of them without compromising on quality. Pricing models, such as pay-as-you-go or tiered plans, allow organizations to start small and scale up as their conversational AI demands grow, minimizing financial risk.

The conversational AI landscape continues evolving rapidly, with conversational AI platforms starting to come with embedded feedback intelligence — automatically identifying what went wrong, which intents failed, or where escalation happened unnecessarily. Organizations investing in these technologies today position themselves for significant competitive advantages in customer experience and operational efficiency.

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Ask AI or Google? People Are Choosing the Former and It’s Changing How We Interact with Content

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Google processes over 5 trillion searches every year, but that number doesn’t tell the whole story of how people find information online. At Overchat AI, we’re offering tailored bots for productivity and our web search tools are quickly becoming the most popular on our platform.

Along those lines, 700 million ChatGPT users now get direct answers without having to click through websites. Let’s explore what AI search engines are and why they’re better than regular search.

AI Search Engines Are Changing How We Interact With Content

The biggest change in how people find information since Google was created is the move from regular search to using AI.

Instead of typing keywords and scrolling through blue links, users now receive answers from multiple sources – often without ever visiting a website.

For example, Overchat AI is an AI company that does it all. We’ve added tools that let users summarize web articles and YouTube videos. Then, users can ask AI more questions about the articles and videos. They became the 10 most popular tools on our platform in the first 2 weeks after they were released.

The downside is that this new behaviour that we’re seeing leads to less frequent website visits. There are reports that traffic has fallen between 20% and 60% — as AI creates answers, people are choosing to engage with them instead of clicking that source link.

AI Web Search Synthesizes Data from Multiple Sources

For example, Google’s AI Overviews combine facts from many sources. Overchat AI web search does the same, and it gives credit to the original creators or provides links to the original content.

AI search makes it easier to find what you’re looking for by combining all the information from different sources into one place. According to data from Ziptie, even websites in Google’s top 10 only have a 25% chance of appearing in AI overviews. This is because AI systems select the most relevant passages, not just the highest-ranking pages.

Users seem to really like this way of searching, and it’s not just on Overchat AI. Perplexity, an AI search company that was founded less than three years ago, was recently valued at $18 billion. It even made a bold $34.5 billion bid to acquire Google Chrome. This rapid growth shows that users want better search experiences.

Unlike traditional search results, which are full of ads and content designed to appeal to search engines, AI provides clear, concise answers. Users no longer have to decide which sources are trustworthy or struggle with content that is written poorly and just uses keywords. The AI does that evaluation work, pulling from authoritative sources to create comprehensive responses.

“We were in the business of arbitrage. We’d buy traffic for a dollar, monetize it for two. That game is over,” says Dotdash Meredith CEO Neil Vogel, explaining how AI is cutting out the middleman between users and information.

How Does AI Search Work?

AI search uses complex techniques that go far beyond simple keyword matching.

These systems do something experts call “query fan out,” which means they expand a single question into dozens of related queries to get all the info.

  1. First, they take specific parts from different sources.
  2. Then, they put them together to create full answers.

This approach means you get complete answers to complex questions without having to reformulate searches multiple times.

Technology is improving quickly. Companies are spending a lot of money to make their products more accurate and to reduce hallucinations. Profound recently received $20 million to improve its technology for tracking AI. Meanwhile, major corporations are already looking at dozens of AI tools for their 2026 procurement pipelines. This shows that they have long-term confidence in these technologies.

Bottom Line

There are three big changes happening at the same time.

  1. First, AI overviews are replacing traditional link lists with immediate, actionable answers.
  2. Second, generative assistants have become the main way to find information.
  3. Third, search has evolved from matching words to understanding meaning.

The implications of this are massive. AI search makes it easier for everyone to access information by getting rid of complex search syntax and the need to know the right keywords.

Duane Forrester, the CEO of UnboundAnswers.com, has a story to tell. He used AI to buy a washing machine by searching for a photo. “As a consumer, I really don’t care [whether it’s called search or AI]. I solved my problem.”

AI search is a better way to find information. It saves time and provides better answers. It makes information easy for everyone to access. With over a billion people already choosing AI-powered answers over traditional search results, we’re witnessing a fundamental change in how we access knowledge. Have you made the switch yet?

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