Back to Use Cases
Brokerage
Trade Order Lifecycle Integration
Complexity
Very High
Timeline
12-16 weeks
Outcomes
4+
Challenge
Relationship managers lack visibility into trade order status from capture through execution to settlement, requiring manual back-office inquiries.
Solution
Event-driven integration between FSC and Order Management System using Platform Events for real-time trade status updates visible on client records.
Key Outcomes
- Real-time trade status visibility in CRM
- 60% reduction in back-office inquiries
- Proactive client communication on trade status
- Complete trade lifecycle audit trail
Tags
integrationbrokeragetradingreal-timeoms
Implementation Timeline
12-16 weeks
Very High Complexity