High-Volume Cross-Border FinTech CRM & Webhook Automation Platform
An event-driven FinTech CRM and automation layer architected to ingest high-volume cross-border financial leads, guarantee real-time webhook delivery without transaction loss, and automate intelligent lead distribution across multi-regional brokerages.
This case study reflects the initial architectural engagement delivering high-throughput webhook ingestion, lead routing rules, and CRM automation. Subsequent regional platform features were continued by the client's internal team.
Operating across multiple European jurisdictions, the cross-border brokerage managed thousands of inbound financial leads and high-frequency banking webhooks daily. Off-the-shelf CRM solutions were incapable of meeting the speed, strict compliance isolation, and real-time execution required in regulated financial trading environments. Lead allocation was manual, generating delayed outreach, uneven representative utilization, and lost revenue opportunities. Furthermore, there was no automated integration layer for direct messaging channels critical to client acquisition and retention.
We architected and deployed a custom event-driven FinTech CRM and webhook automation layer designed specifically for high-volume lead pipelines. The solution featured intelligent rule-based auto-assignment, idempotent webhook ingestion with HMAC signature verification, sub-15ms edge processing, and automated messaging workflows for immediate prospect engagement. The platform was structured with strict data isolation, enabling multi-regional teams to accelerate response times and standardize operations.
We designed a decoupled, event-driven architecture capable of processing real-time events triggered by incoming webhooks, lead registrations, and brokerage actions. Rule-based distribution logic automatically assigned leads based on geography, regulatory jurisdiction, agent availability, and predictive priority scoring. Automated messaging workflows handled instant greetings, verification reminders, and compliance notifications. Custom executive dashboards provided real-time visibility into conversion funnels, agent latency, and transaction volume.
Handling bursty webhook surges (10k+ req/sec during market volatility) without starving database connection pools; implementing strict idempotency with Redis SETNX to eliminate duplicate financial transactions.
22% increase in conversion across three brokerage divisions; lead response times reduced from hours to under 3 minutes; zero transaction loss across �50M+ processed transaction volume.
End-to-end technical leadership: domain modeling, system architecture, database design, hands-on production code, and zero-defect deployment.
Presented under fictional portfolio codename. Specific commercial entities and confidential operational identifiers have been withheld to respect non-disclosure obligations.
“Shubham Bhattacharya and his team approached our high-volume requirements with exceptional architectural rigor and responsiveness. By decoupling the event pipeline and automating lead allocation, they stabilized our platform and protected critical trading performance under intense traffic. A deeply reliable technical partner for mission-critical systems.”
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- 01Source code & Complete Git Repositories
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- 03Cloud Infrastructure, VPCs & Production Databases
- 04Figma Design Files, Assets & Documentation
- 05CI/CD Deployment Pipelines & Signing Keys