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CASE STUDY

Boosting Broker Dealer Efficiency: Automating Sales Processes for Flextrade

About the Client

FlexTrade Systems Inc. is the industry pioneer and global leader in broker-neutral execution and order management trading platforms for equities, foreign exchange, options, futures, and fixed income.

Description

Flextrade sought to enhance its broker-dealer operations by streamlining its sales processes and implementing automation. With a growing volume of transactions, the company needed a more efficient, scalable solution to manage sales and operational workflows. Through tailored process automation, Flextrade significantly improved the speed and accuracy of its broker-dealer operations.

Work Details

Designed and implemented a customized sales process tailored to broker-dealer operations.

Automated key sales workflows, reducing manual tasks and improving data accuracy.

Integrated sales tools with existing systems for seamless operational coordination.

Developed reporting mechanisms to track sales performance and process efficiency in real-time.

Benefits

Increased operational efficiency by 30% through automated sales workflows.

Reduced manual errors and data discrepancies, improving overall accuracy by 25%.

Shortened sales cycle time by 20%, enabling faster deal closure and revenue generation.

Enhanced visibility into sales performance, leading to better strategic decision-making for broker-dealer operations.

*Delivered as Thutech

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