Kooltra's Platform Architecture: A Multi-Cloud FX Operating System

In today's rapidly evolving technology landscape, selecting the right technology for your financial services business is essential to your survival and scalability. Kooltra, a leader in providing innovative solutions for the foreign exchange (FX) and global payments industry, offers a truly unique platform architecture. This article delves into the distinctive features of the Kooltra platform architecture and how it empowers financial institutions with cutting-edge capabilities.

Key Takeaways

• Kooltra is built on a multi-cloud infrastructure that leverages the best attributes from two industry leaders - Salesforce and AWS 
• You do not need to use Salesforce CRM to use Kooltra, but there are strong benefits to using the two in tandem
• Salesforce offers a robust set of integration, automation, and reporting capabilities
• AWS is superior for latency sensitive processing and where complex calculations, trade execution, and order routing occurs

A Multi-Cloud Infrastructure 

Kooltra's architecture, a sophisticated multi-cloud infrastructure that seamlessly integrates Salesforce and AWS technologies, offers a host of benefits specifically designed to empower financial institutions. From enhanced scalability to improved security and efficiency, Kooltra's robust foundation is tailored to meet the unique needs of the financial industry, providing a sense of reassurance and confidence in its capabilities.

Kooltra combines Salesforce and AWS, two of the most trusted cloud service providers:

• Salesforce, renowned for its enterprise-grade security and comprehensive suite of tools, is integral to Kooltra's infrastructure. It provides a strong foundation for workflow automation, custom reporting, and an easy-to-use developer platform. This level of flexibility and customization empowers financial institutions, enhancing productivity and collaboration and giving them a sense of control over their operations.
  
  

• AWS (Amazon Web Services): Kooltra leverages AWS's modern micro-service architecture to ensure that the platform scales effortlessly with business growth. This dynamic setup enables financial institutions to handle increased volumes of transactions without compromising performance.

The flexibility, advanced security, and customization of Salesforce, combined with the performance and speed of AWS, gives our clients a superior product and a true competitive edge.   

Salesforce CRM Requirements

You can use Kooltra with any CRM of your choice. It’s not a requirement to use Salesforce CRM as a Kooltra customer; however, many of our clients find additional value creation when they leverage both products simultaneously. 

A modular product by design 

Kooltra is a modular product by design to maximize flexibility and scalability. 

Our four modules are:

• Operations Core - Core automates and streamlines your workflows across the customer and transaction lifecycle in a single platform.
• Dealer - Dealer integrates your liquidity into the platform and enables you to leverage your rich data in the trading process.
• Comply - Comply enables you to manage your end-to-end compliance workflows all in one system.
• Client Portal - Client Portal provides digital experiences that empower your customers to self-serve.

This structure allows our customers to deploy Kooltra in a phased implementation. It empowers you to focus your initial implementation on the weakest or most challenging areas to see a more immediate ROI and then incrementally improve your FX operation over time.  

Advanced Integration Capabilities

Leverage our powerful REST API to connect your platform to our ecosystem. You can view a full list of existing integrations here and additional information about our API here.

Consolidate your clients, team, and workflows

You can optimize and streamline every aspect of your foreign exchange business by bringing your employees and customers together on a single cloud-based platform. This will simultaneously improve your margins, strengthen compliance, enhance your customer experience, and accelerate your growth.

Explore on your own

If you’re interested in learning more about Kooltra, but not yet ready to talk to our team, we invite you to explore on your own. Access our ungated demo below. When you’re ready, book a strategy call with our team.