Unified Global Market Access Platform with CRM, API Integration, and Multi-Channel Support

The client, operating in the highly competitive financial services sector, faces challenges in providing seamless access to global markets from a single account, managing complex integrations with legacy systems, reducing manual onboarding errors, and delivering real-time insights across multiple channels and languages. They require a comprehensive solution to modernize their infrastructure, improve user experience, ensure compliance, and support their growth strategy.

A mid-sized financial brokerage providing international trading services seeking to enhance their digital platform, customer experience, and operational efficiency.

• Implement a unified CRM system to support multi-channel customer interactions and automate onboarding processes.
• Migrate and consolidate ten years of accumulated client and transaction data into the new platform without downtime or data loss.
• Integrate existing core APIs for account management, transactions, and client data to enable seamless operations.
• Develop a mobile application for Android and iOS that provides 24/7 real-time account insights and trading functionalities.
• Support multiple languages and diverse deposit/withdrawal methods to enhance client accessibility and compliance with international regulations.
• Create an omnichannel experience that delivers personalized offers and communication across digital channels, increasing customer engagement and sales.

• Customer onboarding automation with data validation and compliance checks
• Multi-channel client communication and engagement capabilities
• API integrations with existing account, transaction, and analytics systems
• Real-time data synchronization using WebSocket and GraphQL technologies
• Mobile app support for Android and iOS with access to account details and trading functionalities
• Multi-language user interface and support for diverse deposit/withdrawal methods
• Secure authentication, authorization, and data security protocols
• Migration tools to transfer a decade of legacy data reliably

• Legacy account management systems
• Transaction processing platforms
• Customer analytics and reporting tools
• Multiple payment gateway APIs for deposit and withdrawal methods
• Localization services for multilingual support

• Scalability to support increasing user base and transaction volume
• High system uptime and zero-downtime deployment during data migration and updates
• Security measures to ensure data privacy and compliance with international laws
• Performance targets for real-time updates with minimal latency
• Compliance with financial industry regulations and multi-language support

The implementation of this comprehensive platform is projected to streamline client onboarding and account management processes, significantly reduce manual errors, and accelerate data migration without disruptions. It is expected to enhance customer engagement through omnichannel delivery and mobile access, resulting in increased sales, improved user retention, and higher customer satisfaction. Additionally, multi-language support and diverse deposit/withdrawal options will expand the client base across different markets, driving growth and operational efficiency.