Fintech · Wealth & Investing · 1000+ · Asia-Pacific #b042_13

Context

We are a large listed retail broking and investing firm with mobile, desktop and programmatic trading channels serving a mass client base.

Industry

Fintech · Wealth & Investing

Size

1000+ employees

Region

Asia-Pacific

Tools budget

$20K+ per month

Needs

Identity & access management. Developer API access for algorithmic traders needs tighter key management and session controls than our retail apps.

Today: a public trading interface for algorithmic clients alongside retail apps, with key and session handling · Urgency: this year

Support automation. Support volumes across app, desktop and API users overwhelm human agents during market events.

Today: automating grievance emails and tickets with machine learning across several client platforms · Urgency: now

Data governance & catalog. Client data spreads across many products, and we struggle to show who owns each dataset and its lineage.

Today: an internal data analyst agent and central data office supporting a listed broker · Urgency: later

Who decides

cto · procurement

Expects from suppliers

Scale references with very large retail user bases; Deployment inside our own cloud accounts; Regulator-ready audit logs

Not a fit

Tools without API-first design; Vendors unable to pass bank-grade security review

Stack

multi-cloud, Kubernetes, CRM in place, data warehouse: cloud

Buying triggers

scaling transaction volume, AI adoption push