Custom Workflow Automation

Efficiency and scalability in brokerage operations rely on reducing manual tasks and ensuring that processes run smoothly. TradeCore’s Custom Workflow Automation enables you to streamline onboarding, compliance checks, client management, marketing, and risk monitoring by automating repetitive workflows. This allows your team to focus on high-value activities while ensuring accuracy, compliance, and faster client servicing.
By using a no-code, drag-and-drop automation builder, brokers can set up rules, triggers, and workflows that adapt to their specific business needs, eliminating the need for custom development or manual intervention.

Key Capabilities:

Drag-and-Drop Workflow Builder

Create and modify custom automation sequences without coding, allowing you to tailor workflows to your exact operational requirements.

Automated Client Onboarding & KYC

Set up workflows that validate documents, approve applications, and trigger risk assessments automatically, accelerating the signup process.

Smart Event Triggers

Automate actions and worklows based on client behavior, such as sending a tailored email after first deposit, notifying compliance teams for flagged accounts, or engaging inactive traders with retention campaigns.

Task Assignments & Approvals

Ensure smooth internal collaboration by automatically assigning tasks to relevant teams based on workflow triggers, reducing manual back-and-forth.

Marketing & Engagement Automation

Set up automated email, SMS, and notification sequences for lead nurturing, promotions, and re-engagement campaigns.

Risk & Account Monitoring

Trigger alerts and automated actions when margin levels drop, high-risk trading patterns are detected, or compliance breaches occur.

Multi-Step Client Journeys

Define personalized pathways for clients, guiding them from signup to funding their account, completing verification, and starting their first trade without manual intervention.

Automated Identity Verification

TradeCore connects you with leading KYC providers to automatically verify trader identities through document validation, biometric recognition, and real-time background checks

TradeCore’s Custom Workflow Automation provides you with a flexible, scalable system that reduces administrative workload, enhances compliance, and optimizes operational efficiency. By allowing full automation of client management, compliance, sales, and marketing processes, you can focus on growing your business rather than managing routine tasks.