Custom AI CRM for Bond Trading Platform
About Client
Industry
FinTech
Location
UK
Project Overview
The client was managing trader, broker, sales, communication, reporting, and lead-related workflows through separate tools and manual processes. Trader details, customer communication, lead tracking, reports, and business information were not available in one centralized place, which made it difficult for internal teams to get complete visibility and work efficiently.
Brokers needed easier access to trader profiles, trader details, and important customer or trading-related information, while the sales team needed a structured way to manage leads, group them based on different criteria, and handle follow-ups. Communication was also handled manually across updates, offers, reminders, follow-ups, and campaign-based outreach, which created extra effort for the team.
To solve this, we developed a Custom AI CRM for Bond Trading Platform as a centralized CRM layer connected with the client’s MTF platform. The solution brings trader, broker, sales, communication, reporting, and lead-related workflows into one organized system, helping teams manage relationships, access important business information faster, send bulk communication, and use AI-powered insights directly inside the CRM.
Traditional Process
Before the custom CRM platform, the client was likely managing key relationships, sales, communication, and reporting workflows through separate systems, spreadsheets, manual follow-ups, and disconnected reports.
01
Scattered Trader Information
Trader details and customer-related information were maintained across different tools or records, making it difficult for teams to access complete information from one place.
02
Broker Dependency on Separate Data Sources
Brokers had to depend on different systems or manual records to check trader profiles, trader details, and important customer or trading-related information.
03
Manual Lead Tracking
The sales team was likely managing leads through spreadsheets, individual notes, or separate tools without a structured system for grouping leads and tracking follow-ups.
04
Manual Customer Communication
Customer communication for updates, offers, reminders, follow-ups, and campaign outreach was handled manually, which made the process time-consuming and difficult to manage at scale.
05
No Centralized Bulk Communication System
Sending email or SMS communication to selected users or lead groups required manual effort, as there was no centralized mass communication system within the CRM workflow.
06
Separate Report Checking
Users had to check reports and available data separately to find important business information, trade history, and profit/loss-related insights.
07
Repeated Manual Insight Review
Important business insights were not easily available on a dashboard, so users had to repeatedly check reports or ask the same questions to monitor key information.
Challenges Faced
While working with the traditional process, the client faced challenges as given below:
01
Lack of Centralized Information
Trader details, customer communication, lead tracking, reports, and business information were scattered across different tools, making it difficult for internal teams to get a single, complete view.
02
Limited Broker Visibility
Brokers did not have a clear CRM view to quickly check trader profiles, trader details, and important customer or trading-related data, which affected relationship management.
03
Inefficient Lead Management
The sales team lacked a structured way to manage leads, group them based on different criteria, and track follow-ups efficiently.
04
Time-Consuming Communication Process
Managing updates, offers, reminders, follow-ups, and campaign-based communication manually required extra time and effort from the team.
05
Difficulty Sending Targeted Bulk Communication
Without mass email and SMS functionality, the team had to manage communication manually for selected leads or user groups, which made campaign-based outreach slower.
06
Repeated Reporting Effort
Users had to depend on separate reports and manual checks to access important business information, trade history, and profit/loss-related insights.
07
Difficulty Monitoring Important Insights
Key insights were not available for regular dashboard monitoring, so users had to repeatedly ask questions or check reports to track the same information.
Our Solutions - Custom AI CRM for Bond Trading Platform
To address these challenges, we developed a Custom AI CRM for Bond Trading Platform as a centralized CRM layer connected with the client’s MTF platform. The solution brings trader, broker, sales, communication, reporting, and lead-related workflows into one organized system.
01
Centralized CRM Platform
The CRM gives internal teams a single place to manage trader details, customer communication, lead tracking, reports, and important business information.
02
MTF Platform Connection
The platform is connected with the client’s MTF platform, helping users access customer and trading-related data through the CRM.
03
Broker Trader View
Brokers can clearly view trader profiles, check trader details, and access important customer and trading-related information to manage trader relationships with better context.
04
Structured Lead Management
The sales team can manage leads in a structured way, group them based on different criteria, and handle follow-ups more efficiently.
05
Campaign-Based Outreach
Leads can be grouped based on campaign needs or business priorities, allowing the sales team to send communication to selected lead groups.
06
Mass Email and SMS Functionality
The CRM includes mass email and SMS functionality, so teams can send bulk communication without handling each lead manually.
07
Communication Templates
Teams can create and use ready-made templates for updates, offers, reminders, follow-ups, and other customer communication needs.
08
Role-Based Access
The platform includes role-based access, allowing users with different responsibilities to access relevant CRM information and workflows.
09
Reporting
The CRM includes reporting that helps users access important business information faster from a single, organized platform.
10
AI-Powered Assistants
The platform includes an AI-powered assistant that allows users to ask questions in simple language and receive meaningful insights directly inside the CRM.
For example, users can ask for profit details from the last three months, and the assistant can generate insights using trade history and profit/loss data available through the integrated system.
11
Starred AI Insights
Important AI-generated insights can be starred and shown on the dashboard, helping users monitor key information every day without repeatedly asking the same questions.
Features
Centralized CRM Platform
MTF Platform Integration
Trader Profile View
Broker Trader Visibility
Lead Management
Lead Grouping
Sales Follow-up Management
Mass Reachout System
Email Communication
Starred AI Insights
SMS Communication
Communication Templates
Role-Based Access
Reports
AI-Powered Assistant
Natural Language Query
Trading Activity Insights
Trade History Insights
Profit/Loss Insights
Dashboard Insights
Technologies Used
Front-end
- Next.js
- TypeScript
- Material UI
Database
- PostgreSQL
- Redis
Integrations
- MTF Platform Integration
- Email Service Integration (AWS SES)
- SMS Gateway Integration (Twilio)
- OpenAI API
- REST APIs
Cloud & Infrastructure
- AWS
- Amazon EKS
- Amazon RDS for PostgreSQL
- Amazon S3
- Amazon SES
- AWS Secrets Manager
Backend
- Python
- FastAPI
- Celery
AI Services
- OpenAI
- LangChain
- pgvector
Security & Access Control
- JWT
- Role-Based Access Control (RBAC)
- Audit Logging
DevOps & CI/CD
- Docker
- GitHub Actions
- Terraform
Monitoring & Observability
- Amazon CloudWatch
