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Development of Omnichannel Trading Platform with Salesforce Integration

ventionteams.com

Financial services

Business Challenges

Legacy systems hindered competitive advantage through fragmented customer data, manual onboarding processes, limited omnichannel capabilities, and restricted payment method diversity. Needed scalable solution to support global expansion while maintaining regulatory compliance across multiple jurisdictions.

About the Client

Cyprus-based online brokerage firm providing global market access through a single trading account

Strategic Objectives

Implement unified CRM platform for omnichannel customer engagement
Automate account management and compliance workflows
Expand global accessibility through multi-language support
Increase payment method diversity while maintaining regulatory compliance
Enable real-time mobile access to trading accounts

Core Functionalities

Salesforce CRM data migration with 10-year historical records
Multi-currency and multi-language support
200+ compliant deposit/withdrawal methods
Real-time mobile trading interface (iOS/Android)
Automated KYC/AML compliance workflows
API integration layer for third-party services

Technology Stack

Salesforce Sales Cloud Enterprise Edition

Service Cloud Enterprise Edition

Apex/Lightning Web Components

React frontend framework

GraphQL API layer

MongoDB document database

Kubernetes container orchestration

PostgreSQL relational database

System Integrations

Legacy trading platform APIs
Payment gateway services
Regulatory compliance systems
Real-time market data feeds
Mobile authentication services

Operational Requirements

24/7 system availability with zero-downtime deployments
High-volume transaction processing scalability
Financial data encryption and security compliance (PCI-DSS, GDPR)
Low-latency real-time data synchronization
Multi-region disaster recovery architecture

Business Impact

Enables personalized customer engagement across all channels, reduces operational costs through automation, improves regulatory compliance, and increases market share through enhanced user experience. Mobile capabilities and expanded payment options expected to boost customer acquisition by 40% while reducing onboarding time by 60%.