{"id":332,"date":"2026-08-06T21:56:20","date_gmt":"2026-08-06T09:56:20","guid":{"rendered":"https:\/\/oderena.com\/?page_id=332"},"modified":"2026-08-10T21:50:11","modified_gmt":"2026-08-10T09:50:11","slug":"building-a-self-service-otc-trading-platform","status":"publish","type":"page","link":"https:\/\/oderena.com\/?page_id=332","title":{"rendered":"Building a Self-Service OTC Trading Platform"},"content":{"rendered":"\n<h5 class=\"wp-block-heading\">Designed Crypto.com&#8217;s first self-service OTC trading platform from 0\u21921, enabling institutional clients to execute high-value trades independently.<\/h5>\n\n\n\n<div style=\"height:32px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a9f343e40e73&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a9f343e40e73\" class=\"wp-block-image alignfull size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"274\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-hero-image-1024x274.png\" alt=\"\" class=\"wp-image-333\" srcset=\"https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-hero-image-1024x274.png 1024w, https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-hero-image-300x80.png 300w, https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-hero-image-768x206.png 768w, https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-hero-image-1536x412.png 1536w, https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-hero-image-2048x549.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<div style=\"height:32px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<h4 class=\"wp-block-heading\">Context<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">OTC trading was managed primarily through the sales team, creating a manual process for institutional clients executing large trades.<br>Clients relied on sales representatives for pricing, execution, and settlement, limiting efficiency and scalability.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Goal<\/strong> &#8211; create a self-service OTC platform that gave institutional clients greater control while supporting the complex workflows required for professional trading.<\/p>\n\n\n\n<div style=\"height:8px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Understanding the problem<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">With no existing product to build from, I worked closely with OTC managers and the sales team to understand how institutional trading operated.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Discovery included<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Interviews<\/strong> with OTC managers and sales teams.<\/li>\n\n\n\n<li>Mapping institutional <strong>client journeys <\/strong>and <strong>operational workflows.<\/strong><\/li>\n\n\n\n<li>Identifying pain points and opportunities for self-service.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Key learning<\/strong> &#8211; institutional clients needed more than a trading interface  &#8211; they required a platform that supported different user roles, team collaboration, and flexible trading workflows.<\/p>\n\n\n\n<div style=\"height:8px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Design &amp; solution<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">I led the product design from 0\u21921, defining the product vision, user journeys, and interaction patterns for the new platform. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Working closely with Product and Engineering<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Simplified complex OTC workflows into an <strong>intuitive self-service experience<\/strong>.<\/li>\n\n\n\n<li>Designed a <strong>modular workspace<\/strong> that could adapt to different trading styles.<\/li>\n\n\n\n<li>Introduced <strong>role-based access<\/strong> to support different responsibilities within institutional organisations.<\/li>\n\n\n\n<li>Balanced user needs with technical constraints to create a <strong>scalable foundation<\/strong> for future institutional products.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:8px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a9f343e41a61&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a9f343e41a61\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"346\" height=\"1024\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-img-1-346x1024.png\" alt=\"\" class=\"wp-image-334\" srcset=\"https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-img-1-346x1024.png 346w, https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-img-1-101x300.png 101w, https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-img-1.png 640w\" sizes=\"auto, (max-width: 346px) 100vw, 346px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n<\/div>\n<\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Impact<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The self-service platform processed <strong>2x more trading volume<\/strong> than the sales-assisted channel.<\/li>\n\n\n\n<li><strong>80% increase in self-service adoption<\/strong>, demonstrating strong demand for independent institutional trading.<\/li>\n\n\n\n<li>Strengthened the institutional sales proposition and supported <strong>onboarding of new clients<\/strong> with a scalable self-service trading experience.<\/li>\n\n\n\n<li>Internal sales teams requested similar design patterns for their own operational tools.<\/li>\n\n\n\n<li>Established the <strong>foundation for role-based access<\/strong>, enabling institutional organisations to collaborate securely and supporting more complex organisational structures as the platform expanded.<\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a9f343e420a8&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a9f343e420a8\" class=\"wp-block-image alignwide size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"632\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-img-2-1024x632.png\" alt=\"\" class=\"wp-image-339\" srcset=\"https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-img-2-1024x632.png 1024w, https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-img-2-300x185.png 300w, https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-img-2-768x474.png 768w, https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-img-2-1536x948.png 1536w, https:\/\/oderena.com\/wp-content\/uploads\/2026\/08\/OTC-img-2-2048x1264.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<div style=\"height:32px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"https:\/\/oderena.com\/?page_id=352\">Next project \u2192<\/a><\/p>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Designed Crypto.com&#8217;s first self-service OTC trading platform from 0\u21921, enabling institutional clients to execute high-value trades independently. Context OTC trading was managed primarily through the sales team, creating a manual process for institutional clients executing large trades.Clients relied on sales representatives for pricing, execution, and settlement, limiting efficiency and scalability. Goal &#8211; create a self-service [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":199,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-332","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/oderena.com\/index.php?rest_route=\/wp\/v2\/pages\/332","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oderena.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oderena.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oderena.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/oderena.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=332"}],"version-history":[{"count":10,"href":"https:\/\/oderena.com\/index.php?rest_route=\/wp\/v2\/pages\/332\/revisions"}],"predecessor-version":[{"id":460,"href":"https:\/\/oderena.com\/index.php?rest_route=\/wp\/v2\/pages\/332\/revisions\/460"}],"up":[{"embeddable":true,"href":"https:\/\/oderena.com\/index.php?rest_route=\/wp\/v2\/pages\/199"}],"wp:attachment":[{"href":"https:\/\/oderena.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=332"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}