Broker AI Solution

AI Systems That Turn Trading Chaos into Closed Deals—Fast

Our Broker AI Systems combine CrewAI orchestration with real-time market data to draft quotes, run sanctions checks, and generate trade docs in under five minutes—so your traders focus on relationships, not paperwork.

Built with:

CrewAI

LangChain

Streamlit

AWS/Azure

Core AI System Capabilities

Everything you need to quote, vet, and contract in one pass.

5-Minute Quote Concierge

Auto-fill FX, freight and margin guard; emails the PDF before rivals finish a spreadsheet.

Instant Sanctions & KYC

Checks OFAC, EU and MAS lists on every counterparty—no tabs, no fines.

Dynamic Margin Guard

Live Platts / Argus feeds alert you before profit slips below target.

Trade-Doc Generator

Contracts, Bills of Lading (BoL) and Certificates of Origin (COO)—ready for e-signature in your brand voice.

Why Trading Teams Choose Broker AI

Transform your trading operations from reactive to proactive. Our AI doesn't just automate tasks—it amplifies your team's expertise and decision-making speed.

Quote turnaround: hours → minutes
Manual compliance errors: eliminated (logged & auditable)
Deal velocity: up to 3× increase in pilot tests
Scale volume without extra headcount

ROI Snapshot

Quote time ↓85%

Compliance breaches ↓99%

Deals per month ↑2–3×

Ops cost saved≈ US $50K+

*Based on internal pilots and client benchmarks.

6-week pilot → measurable ROI

Real-time compliance dashboard

Pay after proven results

Industries We Serve

Broker AI adapts to your specific trading environment and regulatory requirements.

Commodity Trading — RFQs for steel, energy, ag-bulk with live pricing & risk screens

Trade Finance / Commodity Desks — auto-build financing docs and KYC packs

Import / Export Hubs — one workflow for quotes, sanctions checks and shipping docs

Why We're Different

Real Actionable AI

What sets us apart from just another chatbot

Multi-Step Agents

Orchestrates retrieval → analysis → decision → action—not a single text response.

Live Data Feeds

Pulls real-time data from SAP, Platts, Slack, and email—answers with today's numbers.

Guard-Rails & Policies

Margin thresholds, KYC gates, Pydantic schemas—every output validated before send.

Instant Actions

Auto-sends quotes, files DocuSigns, flags sanctions—no human copy-paste.

Audit-Ready Logs

Every step, prompt, and payload stored for ISO & PDPA audits; rollback anytime.

"If it doesn't move data, make a decision, or trigger the next step—we don't ship it."

See a 60-second live agent run →

How Broker AI Works

From inquiry to contract signature in minutes, not hours.

Inquiry in

Email, portal or API triggers workflow

AI vetting

Compliance, risk, margin guard in < 30 s

Quote out

PDF + terms auto-sent for approval or directly to client

Deal sealed

Contract generated, e-signed, logged to CTRM / ERP

Ready to quote in minutes?

Start a 6-week ROI pilot and see measurable results before full deployment.

Integrates with SAP, Allegro, CTRM or email inbox

24/7 monitoring + SLA support

Book Your 45-Min ROI Workshop

Tell us about your company and we'll show you exactly how much time and payroll you can save.