Forex & Fintech
One connected view of the client journey
A regulated brokerage
Challenge
Sales and compliance teams were sitting on valuable data — trading activity, client behavior, reporting for MiFID — but it lived in disconnected systems. When a lead didn't convert their first deposit quickly, nobody could say why; the signals were scattered across tools nobody had connected.
What we built
Connected the brokerage's existing systems into a centralized, cloud-based data pipeline (Azure/AWS), structured to support MiFID reporting alongside day-to-day business intelligence. We layered in behavioral insight from tools like Hotjar, Google Analytics, and Microsoft Clarity alongside internal trading and account data, giving sales one connected view of a client's full journey.
Result
Sales and decision-makers gained a clear, data-backed view into why a prospective client hadn't converted their first deposit within the critical early window — instead of guessing, the team could see the actual behavioral and account signals behind the delay and act on them within days, not weeks.
Stack used
- Azure
- AWS
- Python
- SQL
- MiFID reporting
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