Squaretalk and TradeCore launch brokerage communication integration

Squaretalk and TradeCore have partnered to connect Squaretalk’s communication tools with TradeCore’s BrokerIQ CRM for modern brokerages. The integration is available now and aims to give firms a single environment for client conversations, automation, and workflow tracking.

Why it matters: - Brokerages often lose time and context by juggling separate tools for calls, messages, CRM updates, and follow-ups. - The new integration is designed to give sales, support, and retention teams a single view of the client and help them act faster. - The combined system links communication with brokerage workflows, which can improve client handling across acquisition, retention, and service.

What happened: - Squaretalk and TradeCore announced a strategic partnership on August 18, 2026. - The integration connects Squaretalk’s AI-powered cloud contact center platform with TradeCore’s AI-driven brokerage CRM, BrokerIQ. - The partnership is available now to all Squaretalk and TradeCore customers.

The details: - Squaretalk users can call and message clients from the same interface used to view full interaction history. - Brokerages can tailor pitches and support in real time using synced client information. - Squaretalk’s communication layer and TradeCore’s automation trigger workflows, follow-ups, and tasks from customer conversations. - Inbound and outbound interactions sync with the relevant client profile to keep customer records current across the lifecycle. - Squaretalk supports voice, WhatsApp, email, and sales automation in one interface. - The platform integrates with tools including Zoho, Salesforce, Pipedrive, HubSpot, Freshworks, Freshdesk, and Zendesk. - Squaretalk positions the platform for fintech communication requirements and workflows. - TradeCore is the company behind BrokerIQ, an operating system for modern brokerages. - TradeCore was founded in 2013 and is headquartered in London. - TradeCore says BrokerIQ combines CRM, AI-driven automation, onboarding and KYC, payments, trading infrastructure, partner management, customer support, and business intelligence. - TradeCore says more than 100 brokerages and proprietary trading firms worldwide use its platform. - Squaretalk says the partnership reflects a broader push to make customer interactions more connected to existing business tools and processes. - Isaac Levy, Head of Business Development at Squaretalk, said communication should be an integral part of the financial services ecosystem. - Levy said better interactions can lead to better business outcomes and that the partnership is meant to help conversations drive the next best action. - Igor Jovic, CEO of TradeCore, said the future of brokerage technology is about one intelligent operating system rather than more tools. - Jovic said the partnership brings communication directly into BrokerIQ and gives brokers real-time visibility into client conversations.

Between the lines: - The deal fits a broader industry trend toward consolidating brokerage operations into fewer systems. - By embedding communication inside the CRM and workflow layer, Squaretalk and TradeCore are trying to reduce manual work and improve response speed. - The partnership also suggests AI is becoming a core part of brokerage operations, not just an add-on feature.

What's next: - Squaretalk and TradeCore will likely focus on adoption of the integrated workflow among existing customers. - The companies are positioning the combined platform as a way for brokerages to move away from disconnected software and toward a more automated operating model. - Squaretalk is inviting potential partners through its partner program.