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Industries › Financial Services › Online Trading

AI agents that already know online trading.

A Salesforce industry pack for CFD and FX brokers, multi-asset trading platforms and crypto exchanges — pre-loaded with client lifecycle, conduct, service and integration patterns.

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Pre-solved

We have already solved the hardest challenges for online trading before your project starts.

01

One customer, not six records

Resolve identity across marketing, KYC, trading, payments, service and partner systems without making Salesforce the execution ledger.

02

Onboarding that knows the rules

Jurisdiction, product, client type, appropriateness and risk determine the journey, evidence and approvals - not a generic application form.

03

Service with trading context

Agents see account, platform, funding and incident context in one workspace while balances and orders remain mastered in specialist systems.

04

Growth with conduct built in

Segmentation, next-best action and reactivation carry eligibility, consent, vulnerability and responsible-distribution guardrails.

The industry value chain

One commercial and client-operations core. Two transaction models.

The shared Salesforce proposition runs from acquisition through service, retention and compliance. The specialist transaction core changes by platform type.

Acquire
Qualify
Onboard
Fund
Trade
Serve
Retain
Evidence
CFD / FX broker core
Pricing, leverage, margin and exposure
MT4 / MT5 / cTraderBroker back officeLiquidity providersHedging and risk engines

Client receives derivative exposure; the underlying asset is not owned.

Crypto exchange core
Orders, wallets, custody and settlement
Matching engineCustody / walletsBlockchain analyticsFiat on/off ramps

Spot customers typically acquire the digital asset; custody and on-chain risk become central.

The AI-native approach

Seven agents. Every project starts pre-loaded.

We embed industry knowledge into the agents — not a methodology deck. From day one, every agent applies your industry’s workflows, regulations, data models and proven patterns — from Discovery through Managed Services. The result: industry expertise built directly into your solution and project artefacts from week one.

1
Discovery
Runs workshops from the pack process models. Asks how your jurisdiction and appropriateness rules differ from this baseline, not “walk us through your process.” Output is captured as deltas against the pack baseline.
2
Design
Starts from the tenth draft. Pack stories, acceptance criteria and the trading client data model pre-loaded; the agent reconciles rather than authors. Every artefact badged From pack / Adapted / Net new.
3
Metadata
Diffs your existing org against the pack data model to produce a fit-gap automatically, or validates a clean landing zone.
4
Build
Instantiates the pack Flow and Apex skeletons parameterised to the approved design. Config generated from validated, tested patterns rather than authored from scratch.
5
Test
Runs the pack test suites against the built config using synthetic client, account and funding data. Traceable story → acceptance criteria → test.
6
Deploy
Inherits the pack environment and release conventions.
7
Managed Services
Picks up the pack reporting layer and continues to improve it post go-live.
Inside the pack

What makes our agents ready for online trading

The shared lifecycle is encoded once, with the correct CFD-broker or crypto-exchange variant applied at design and build.

Agent Skills
What it impacts
Process models
Acquire → qualify → onboard → fund → trade → serve → retain → evidence, with the CFD-broker and crypto-exchange transaction variants modelled separately. Mermaid + structured JSON.
Data model extensions
Party, legal entity, trading account, client classification, product, KYC case, wallet and partner objects layered on Financial Services Cloud, with ERDs and rationale.
Story & AC library
Parameterised user stories with acceptance criteria, tagged by use case, cloud and persona (trader, onboarding analyst, KYC officer, support agent, risk and surveillance, partner manager, compliance).
Flow / Apex patterns
Deployable skeletons: jurisdiction and eligibility rule evaluation, appropriateness assessment routing, KYC renewal scheduling, trading-account handoff, funding and withdrawal exception handling, complaints clock and escalation.
Agent prompt & topic-action sets
Agentforce topics and actions for guided onboarding, service triage and response drafting, incident cohort communications, VIP briefings and case summaries.
Test suites
Test scripts plus synthetic data generators — clients across jurisdictions and classifications, trading accounts, KYC cases, funding events, eligibility failure and withdrawal exception scenarios.
Reporting packs
Dashboards and KPI definitions: acquisition cost and conversion by channel, onboarding drop-off and time to first fund, funding exception rates, service and incident performance, retention and reactivation, control and evidence coverage.
If a component is empty in the manifest, the row renders empty. The page cannot overstate the pack.
The solution

How we implement Salesforce for trading and exchange platforms.

We connect the entire client lifecycle — from acquisition and eligibility through onboarding, funding, trading context, service, retention and regulatory evidence. Our agents apply conduct and AML logic to automate work and identify risk before it becomes a problem.

20 of 20 use cases
Use case
Pillar
Salesforce
Agent / integration hook
Campaign and channel attribution
Acquire
Marketing Cloud, Data 360
Attribution and lead-scoring agent
Affiliate and introducing-broker lifecycle
Acquire
Experience Cloud, Revenue Cloud
Referral, commission and quality view
Lead identity resolution and deduplication
Acquire
Data 360, Sales Cloud
Identity resolution rules
Jurisdiction and client eligibility
Qualify
FSC, OmniStudio
Country, entity and client-type rules
Appropriateness and product routing
Qualify
FSC, Agentforce
Assessment and product guardrails
Guided digital application
Onboard
OmniStudio, Experience Cloud
Dynamic application journey
KYC/AML, sanctions and evidence lifecycle
Onboard
FSC, MuleSoft
Screening providers; renewal agent
Trading-account creation and handoff
Onboard
FSC, MuleSoft
Broker / exchange account API
Deposit journey and first-fund activation
Fund
Marketing Cloud, Service Cloud, Data 360
Payment status and journey triggers
Funding and withdrawal exceptions
Fund
Service Cloud, MuleSoft
Banking, payments and custody events
Trader 360 and account context
Trade
FSC, Data 360
Positions and activity read-only context
Risk and surveillance alert orchestration
Trade
FSC, Agentforce
Risk engine / chain analytics alerts
Omnichannel trader support
Serve
Service Cloud, Agentforce
Triage, knowledge and response drafting
Platform incident communications
Serve
Service Cloud, Marketing Cloud, Slack
Impacted cohort and response agent
Complaints, disputes and vulnerability
Serve
FSC, Service Cloud
Clock, evidence and escalation controls
Behaviour segmentation and next-best action
Retain
Data 360, Marketing Cloud
Eligibility-aware recommendations
Education, inactivity and reactivation
Retain
Marketing Cloud, Agentforce
Consent and conduct guardrails
VIP and institutional relationship management
Retain
FSC, Sales Cloud
Relationship and coverage briefing
Consent, control and regulatory evidence
Evidence
FSC, Shield, Data 360
Audit history and evidence assembly
Management and control reporting
Evidence
Tableau, Data 360
Commercial, service and control KPIs
Platform

Salesforce clouds we deploy here.

Financial Services Cloud
Client, household, account, onboarding and compliance case model.
Service Cloud
Trader support, complaints, incidents and exception resolution.
Marketing Cloud
Consent-led acquisition, education, onboarding and lifecycle journeys.
Data 360
Unified identity and engagement context across every channel.
Agentforce
Guided onboarding, service triage, briefings and case summaries.
Experience Cloud
Client, institutional and partner self-service experiences.
MuleSoft
Governed integration to transaction, payment, KYC and risk systems.
Tableau
Commercial, operational, service and control performance.
Integrations & compliance

The ANZ systems and obligations, mapped.

Systems we integrate
Trading platforms & broker / exchange back office KYC, sanctions, PEP & identity providers Banking, cards, payments & fiat on/off ramps Liquidity, pricing, margin & exposure engines Custody, wallets & blockchain analytics Market data, surveillance & communications
Obligations we design for
AFSL and ASIC obligations where applicable
Design and distribution obligations for retail products
AUSTRAC AML/CTF and DCE obligations
Client money, privacy and information-security controls
Complaints, breach and incident management
Digital-asset licensing transition and jurisdiction rules
Regulatory applicability depends on products, licences, customer type and jurisdiction; the pack configures evidence and controls to the approved legal interpretation.
Proof

A sample of the actual output.

User stories
Twelve ready-to-tailor stories with acceptance criteria
Across onboarding, service, conduct and partner operations.
Data model
A logical model of the trading client
Party, legal entity, trading account, client classification, product, KYC case, wallet and partner.
Test suite
Executable scenarios traced story → acceptance criteria → test
Including eligibility failure and withdrawal exception.
How we deliver

The agents do the volume. Our forward deployed engineers do the judgement.

Our agents accelerate design and build without replacing human expertise. Forward-deployed engineers work alongside your operational leaders, using the platform to uncover root causes, solve real problems and own the outcome.

After go-live, the same agent capabilities continue into Managed Services — improving reporting, learning from every engagement and continuously strengthening our online trading expertise.

Request Design Sprint

Request an Industry Design Sprint

Turn one of your highest-priority challenges into an actionable Salesforce solution — in just half a day.

We run a focused discovery session with your team, process the findings through our industry-trained agents, and validate the output with a domain expert.

What you receive
A clear view of the problem, root causes and opportunities.
A future-state process and recommended Salesforce solution.
Prioritised use cases, automation opportunities and integrations.
A practical roadmap with next steps, risks and expected value.
Request a Design Sprint
Related sub-sectors
Wealth management, advice and platforms Shares the KYC and onboarding components Non-bank lending and fintech Shares the identity and payments patterns Superannuation — member engagement Shares the consent and lifecycle journeys Private equity and funds management Shares the institutional relationship model
Interlinks follow the shared-component graph, not editorial judgement.