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Development of an All-in-One Compliance-Ready CRM Platform for Financial Brokers

light-it.net

Financial services

Information technology

Business Challenges in Brokerage Workflow Management

Brokers face inefficiencies due to fragmented tools requiring multiple third-party solutions, compliance risks, lack of real-time data synchronization, and poor integration between trading platforms, payment systems, and client management tools.

About the Client

A European fintech vendor specializing in PAAS solutions for digital banking and brokerage, serving small to mid-level brokers and global trading brands.

Key Objectives for the New CRM Platform

Create a unified, fully compliant CRM platform combining brokerage tools and analytics
Eliminate reliance on multiple third-party solutions
Ensure seamless integration with 10+ trading platforms and payment service providers (PSPs)
Enable real-time data synchronization across systems
Implement automated compliance (KYC/AML), fraud prevention, and audit capabilities

Core System Functionalities and Features

Client management (status tracking, activity streams, validation processes)
Exportable reporting with KYC/AML documentation
Fraud prevention via client scoring system
Native integrations with MT4/5, cTrader, DxTrade, and 10+ PSPs
400+ payment method support with automated bonus systems
Real-time market data synchronization
Customizable broker portals and trader personal accounts
Secure SSO and audit logs for client/staff activity tracking

Technology Stack Requirements

Django

DjangoRestFramework

ElasticSearch

Celery

PostgreSQL

AngularJS

External System Integrations

10+ industry-leading trading platforms (MT4/5, cTrader, DxTrade)
400+ payment methods via PSPs
KYC/AML verification services
Real-time market data feeds

Non-Functional Requirements

High scalability for global broker adoption
Enterprise-grade security with compliance certifications
Real-time data processing performance
System reliability with zero downtime architecture
Customizable UI/UX for broker-specific workflows

Expected Business Impact of the New CRM Platform

The platform will reduce operational costs by eliminating redundant tools, increase broker efficiency through streamlined workflows, generate recurring revenue via subscription models, and attract major market players through compliance-ready features and seamless integration capabilities.