Development of a Next-Generation Unified Trading Communications Platform

The client faces complexities in delivering real-time, comprehensive trading communications and contact management across multiple devices and platforms. Existing solutions lack seamless synchronization, security, and flexibility to support traders operating from various locations, especially with evolving market technologies and regulatory standards. They require an integrated platform that consolidates vital trading data and communication channels to enable trading anywhere and anytime, reducing operational friction and enhancing market competitiveness.

A large, global financial institution providing trading services, risk management, and market connectivity solutions for traders and brokers worldwide.

• Develop a multi-platform application (mobile and web) that provides instant access to all relevant trading contacts, communications, and market data.
• Implement synchronization features ensuring data consistency between mobile clients and desktop soft clients in real-time.
• Incorporate advanced security measures to meet highest industry standards.
• Support localization (internationalization) to cater to a global user base.
• Enable flexible deployment in various IT environments, including VDI solutions like Citrix.
• Facilitate continuous data validation and quality assurance through automation frameworks.
• Ensure the platform is scalable, performant, and reliable to support an active user base exceeding 100,000 traders.

• Native iOS and Android applications supporting all lines, contacts, and speakers available on trading turrets or communication endpoints.
• A web-based platform supporting user interface features such as customizable grouping/color coding of contacts, local contact synchronization (e.g., Outlook integration).
• Background data synchronization across all client types to ensure data consistency.
• Support for integrating with desktop VDI environments like Citrix via SDKs.
• Localization support to enable international users.
• Automated validation frameworks for ensuring data integrity and consistency.
• Security enhancements including secure communication protocols and access controls.

• External contact and communication systems (e.g., PBX, TURR, or turret-like communication services)
• Desktop VDI platforms (e.g., Citrix SDKs)
• Customer contact management systems like Outlook or equivalent
• Localization frameworks for internationalization

• Ability to support 100,000+ active users with minimal latency
• High security standards compliant with industry regulations
• System availability of 99.9% uptime
• Robust data synchronization with negligible conflicts or delays
• Scalability to accommodate future growth and feature expansion

The implementation of this unified trading communication and data platform is expected to enhance traders' operational efficiency by providing instant, reliable access to critical contact information and market data from any device, anywhere. It aims to reduce data inconsistency issues and streamline communication workflows, thereby increasing overall user satisfaction. Target metrics include supporting over 100,000 active users, reducing data validation errors through automation, and improving market response times, ultimately strengthening the client's competitive position in the global financial market.