Introduction
A stock broking firm's client data was scattered across the trading platforms it worked with, leaving relationship managers without a single view of each client. RethinkingWeb integrated the firm's Zoho CRM with its trading platforms in a one-month engagement.
The result is a unified client view that pulls data automatically from every connected platform.
Problem Statement
Client information lived in separate trading platforms with no connection to the firm's CRM, forcing relationship managers to piece together a client's history manually. The firm needed a single, reliable view of each client without replacing its existing CRM.
Solutions
RethinkingWeb built a CRM integration layer connecting the firm's trading platforms. Key elements included:
Zoho CRM Integration
Direct API integration connecting Zoho CRM with trading platforms.
Automated Data Sync
Client data syncs automatically instead of being entered by hand.
Unified Client Dashboard
A single view of each client's activity across platforms.
Secure Data Handling
Integration built with financial-grade data security in mind.
Implementation
The engagement covered API integration between Zoho CRM and two trading platforms, automated data sync configuration, and the unified client dashboard, delivered within one month.
Results & Achievements
The firm came away with a single, reliable source of client data:
Unified Client View
Relationship managers see a client's full activity in one place.
Faster Response Times
No more piecing together client history from separate systems.
Less Manual Entry
Data syncs automatically between the CRM and trading platforms.
On-Time Delivery
The integration was delivered within the one-month timeline.
Conclusion
By connecting Zoho CRM directly to the firm's trading platforms, RethinkingWeb gave relationship managers the unified client view they needed to serve clients faster.