Broker CRM Intelligence
Institutional Client Relationship & Pipeline Management System
Comprehensive client relationship management platform for broker-dealers, managing trading accounts, regulatory disclosures, and communication pipelines.
The User & Business Bottleneck
Account managers were juggling scattered spreadsheets and unorganized emails, losing visibility on pending client verifications and high-value orders.
Human Ergonomics & Frontend Craft
Engineered an enterprise CRM dashboard centralizing client profiles, active account verifications, trading activity logs, and compliance audits.
Core Capabilities & UX Innovations
Screen-by-Screen Architecture & Mockups
Detailed walkthrough of all shipped product screens, mobile user flows, and design system components for Broker CRM Intelligence. Click any screen to view in full resolution.
Broker Operations & Lead Pipeline
Centralized broker dashboard tracking client onboarding stages and active inquiries.
Client Due Diligence & Approval Pipeline
Visual workflow tracking pending KYC approvals and high-net-worth client accounts.
Trading Activity & Relationship Logs
Integrated client transaction timelines, call notes, and portfolio health indicators.
Compliance Audit & Commission Ledger
Automated compliance flag reviews and broker commission settlement records.