Sales Trader Workflows
Automate the sales trader desktop, replacing ad-hoc chat and email with structured workflows, real-time pricing integration and full audit trail.
WHAT WE BUILD
Tailor-made workflows for the modern sales desk
Give your sales team structured, digital access to live pricing and liquidity – and connect them directly to the trading desk to replace fragmented chat and email with a single, auditable system.
- Replace manual, chat-based processes with structured digital workflows for inquiry handling and order capture
- Self-serve access to live pricing and liquidity, reducing turnaround time on client requests
- A single platform connecting sales and trading, with a full audit trail across every interaction
Pricing & Quote Management
Access live prices from internal pricing engines and distribute quotes to clients quickly, with configurable workflows based on product type and client segment.
Inquiry Routing & Trader Engagement
Route client inquiries to the right trader automatically, with structured workflows replacing ad-hoc chat and ensuring nothing falls through the cracks.
Order Capture & Execution
Capture client orders digitally and route them to internal execution workflows, eliminating manual re-keying and reducing operational risk.
AI-Powered Request Capture
Automatically convert unstructured client messages – from chat, email or voice – into structured inquiries and orders, reducing manual effort and response times.
Client Interaction History
Maintain a complete, searchable record of every client quote, inquiry and order in one place, giving sales teams full context for every conversation.
Sales Desk Analytics
Track activity, response times, hit rates and desk performance with configurable reporting, giving management real-time visibility across the sales function.
Configurable Alerts
Keep sales staff on top of pending responses, quote expiry and limit thresholds with event-driven alerts tailored to desk and product type.
System Integration
Connect to OMS, pricing engines, market data and communication platforms, enabling sales workflow to sit within your existing technology ecosystem.