The Customer is a stockbroker that provides a comprehensive range of financial products and services to a national network of highly valued clients. The Customer has a national presence with offices and branches spread across all major cities and states.

A key objective is to provide unparalleled customer service levels while maximising returns for its investors around mutually agreed investment motives and strategies.

Business Requirement

  • The Customer's client manager is required to call each client every day to notify them of trades conducted on their behalf. Client managers are located in branch offices across all major cities and states.
  • The Customer required a business partner that could deliver a low-risk, cost effective, and timely solution without any impact on internal IT systems that would automate the client notification mechanism to reduce manual errors and improve staff productivity.

Business Solution

  • The Solution automatically extracts key trading data for each client from the Customers back-end system. This data is then consolidated, analysed and automatically transmitted to each client utilising Talisman's SmartSwitch™ platform. All transactions are fully audited.
  • By analysing clients trading data, a “trade of the day” message can be posted to each client along with their trading update.
  • The client can also interact directly with their broker either by messaging or voice. Detailed reporting provides a comprehensive audit trail of interactions between the broker and their client base.

Business Benefits

  • Secure end-to-end managed service requiring minimal IT department involvement.
  • An extremely cost-effective solution offering an automated custom voice messaging capabilities for a closed user community.
  • Improved customer service and enhanced client manager productivity.


  • Talisman SmartSwitch™ with SmartCall™, SmartBlast™, and SmartMessage™.
  • API's for integration with Customer’s back-end systems.
  • Customised voice and data messaging.
  • 24x7x365 operation.
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