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From inbox chaos to 9-minute execution.

An automated trading platform that replaced an email desk

Client
Trading desk
Sector
Capital markets
Timeline
5 weeks
Live preview
0 minAverage order turnaround, down from hours
0+Manual emails removed every week
0%Fewer booking errors
0%Of instructions with a full audit trail

The problem

Client instructions arrived by email in every format imaginable: “RE: RE: buy 5k NPN at market pls”. Tens of formats, file templates and specific instructions were used to initiate, accept and allocate trades.

Errors were expensive, turnaround was slow, and there was no clean audit trail for the regulator.

What we built

Instruction agent

Reads email and chat, extracts instrument, side, size and limits, and produces the documents required for a trade and sends them.

Mandate checks

Each order is validated against client mandates, limits and restricted lists before it can move.

Manual control

Manual control and execution of all trades is built in, so exceptions and real problems can be fixed quickly and easily.

Live blotter

A real-time dashboard shows every order from email to fill, with timestamps for compliance.

How it works

  1. 01Email arrives
  2. 02Agent extracts the order
  3. 03Mandate and limit checks
  4. 04Routed to broker
  5. 05Filled and confirmed

Stack

ClaudeMicrosoft GraphPythonFastAPIPostgresBroker FIX/REST APIReactAzure

Outcome

Tens of hours saved every day on trades that used to be handled manually, and two entire staff roles freed up for higher-leverage work.

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