The problem
Funded-trading operations generate a constant stream of account events: new accounts, rule breaches, resets, follow-ups. Handling them by hand doesn’t scale, and a missed breach notification or late reset is a real operational and compliance risk.
What we built
An event-driven workflow engine for the full account lifecycle:
- Account emails: onboarding, credentials, and lifecycle communications sent automatically.
- Breach notifications: rule breaches detected and the right message fired instantly.
- Follow-ups & resets: multi-step sequences and reset workflows handled by state logic.
- CRM / webhook logic: every event synced so the team has one accurate view of each account.
Human-in-the-loop
Sensitive actions route for confirmation rather than firing blind. The automation removes the repetitive load; humans keep control of the decisions that matter.
Outcome
Account operations run reliably around the clock with a full audit trail, so the team scales account volume without scaling headcount or risk.