Overview
We partnered with a top online forex and CFD broker to revamp its trading platform through a seamless blend of UX, engineering, and automation. Leveraging our capital markets domain expertise, we executed several key initiatives that not only enhanced the client's trading platform, but also improved its operational efficiency.
- Disjointed fund management: Dealt with inefficiencies in managing multiple trading assets without a unified fund management system.
- Slow and cumbersome KYC: Faced onboarding delays due to lengthy and manual KYC processes.
- Operational Inefficiencies: Needed to improve productivity and effectiveness across business functions using Salesforce.
- Slow rollout of features: Struggled to keep up with evolving customer expectations due to long platform update cycles.