///Creta
CASE STUDY · ANONYMIZED

From MT4 and a five-day close to multi-asset in 14 weeks.

A LATAM broker — we call it Broker Alpha — wanted to move off MT4-only into multi-asset without blowing up the dealing desk. Here's what changed in 90 days.

Industry
FX/CFDs brokerage
Region
LATAM
Timeline
90 days of execution · live in 14 weeks
THE PROBLEM

Growth was expensive. Month-end close was worse.

  • 01

    MT4-only, manual KYC, a single LP — every new client was operational friction rather than leverage.

  • 02

    Support tickets climbing ~30% month over month; the team fought fires instead of scaling the book.

  • 03

    Month-end reconciliation took 5 business days — finance stuck in Excel and the desk reporting by hand.

WHAT WE BUILT

Five pieces wired in over 90 days.

  • 01

    Mesa execution engine — B-Book

    Sub-100ms B-Book execution with limits, hedging and per-account, per-symbol alerting.

  • 02

    Aggregated LP access — A-Book overflow

    Automatic routing to an aggregated liquidity pool when size or symbol breaks B-Book policy.

  • 03

    CRM with automated KYC intake

    End-to-end onboarding pipeline: capture, verification, risk scoring and signature — no manual PDFs.

  • 04

    Ops dashboard with real-time P&L split

    One view for the desk, another for C-level. A/B-Book split, exposure and intraday P&L updating live.

  • 05

    Compliance templates for local filings

    Pre-formatted regulatory reports for the local regulator, delivered through our affiliate counsel network.

WHAT MOVED

Three numbers the client measures.

-35%Support ticket volume
5d → 1dMonth-end close
14 wksTo multi-asset live

Numbers reported by client, anonymized for confidentiality.

We took the weight off the desk and off month-end. The team operates now instead of fighting fires.

COO, Broker Alpha — paraphrased and anonymized at the client's request.

Case study anonymized at client's request. Creta delivers services via its affiliated companies.

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