SalesCaddie Coverage
Client intelligence, next-best-action and account coverage for sales teams.
Client Intelligence
Holistic view of client activity, interests and positioning.
Next-Best-Action
Prioritised outreach suggestions for every account.
Account Coverage
Coverage mapping and engagement tracking across the desk.
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Open Caddie Coverage ↗TradingCaddie Markets
Trade ideas and pricing intelligence for sales & trading desks.
Futures Trade Ideas
Relative-value setups, curve/spread ideas, catalysts, scenario analysis and desk-generated ideas.
Pricing & Quote Assist
Indicative pricing, fair-value signals, spread analysis, market context and RFQ assistance.
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Open Caddie Markets ↗TradingCaddie Execution
AI-assisted order workflow, from natural-language capture to controlled routing.
NLP Order Staging
“Buy 250 Sep WTI at 68.40 limit for ABC Fund” → parsed into order fields → trader reviews → stage.
Pre-Trade Controls
Limits, permissions, required approvals, compliance checks and audit trail before anything is routed.
Order Review & Route
Review, stage and route orders with full traceability.
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ResearchCaddie Research Desk
Research creation, distribution and client Q&A.
Research Drafting
Draft notes and commentary faster.
Distribution
Targeted, client-specific research distribution.
Client Q&A
Answer client questions grounded in your published research.
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Open Caddie Research Desk ↗ 