The problem
Front-office desks don't lack data — they lack the next action. Trade, transactional and market data arrive from multiple internal systems and never come together in a form the desk can act on. Salespeople start the day without a call list. Managers coach on impressions, not facts. And nobody can connect a specific action to a specific trade — so platform ROI stays anecdotal.
Why it matters
Mosaic tells your salespeople who to call, what to pitch, and when — with the evidence behind each recommendation visible and auditable. Desks don't buy analytics for more information. They buy it to drive revenue — so salespeople close more trades, managers coach with evidence, and the firm measures what actually works.
- Improved revenue per salesperson — every salesperson starts the day with a tailored call list, so more conversations convert to trades.
- Faster client preparation — Client 360 assembles transaction history, alerts, recommendations and conversation insights in one view — call-ready in under a minute.
- Signal-to-action accountability — every alert and recommendation is instrumented from delivery through action to revenue outcome — so you know which signals generate real trades.
- Coverage discipline — managers see where the book is over-concentrated, where it has gaps, and who is converting signals into trades.
- Lower cost of data integration — AI-assisted mapping replaces days of custom engineering with hours of self-service configuration.
- Revenue attribution — track every recommended action from signal to closed trade, so the platform's commercial impact is measured, not assumed.
What it does
Your transaction data — trades, axes, orders, holdings and RFQs — arrives from multiple systems and lands in one structured model your team doesn't reconcile by hand. From there, each salesperson receives a short list of prescribed actions every day: which client to call, which product to raise, and why — with the evidence behind each recommendation visible and auditable. Unlike generic reporting tools, Mosaic closes the gap between insight and action: the salesperson doesn't analyse the data, they act on a recommendation and see it tracked through to the trade.
Mosaic covers the full sales cycle — from daily signal to tracked commercial outcome — and works standalone. For firms already using Quantum or Intelligent Archive, communication-derived insights and voice transcripts flow into the sales workflow without a separate integration project, on the same control-grade data plane.
What you get
- The right call, every morning — your salesperson opens the day knowing which client to contact, why now, and what to say.
- Recommendations that respect the rules — every ranked client-product match is pre-filtered by mandate, compliance constraints and coverage assignment.
- Call prep in under a minute — transaction history, outstanding alerts, active recommendations and recent communication context, assembled in one view.
- Outreach that writes itself — a draft email or call script from the recommendation context, reviewed and sent by the salesperson, never auto-fired.
- Management visibility on real numbers — coverage quality, signal performance and activity-to-revenue correlation on shared definitions.
Why Behavox
Mosaic is built on the same control-grade data plane as Polaris and Quantum — the only front-office analytics platform that shares infrastructure with the firm's surveillance and archive layer. That means communication-derived insight, trade context and compliance constraints are native inputs to the sales workflow, not bolt-ons — and the same data your firm already trusts for controls now drives revenue.
Where AI helps
- Data integration: AI maps your data fields to Mosaic's model; your team approves — weeks of engineering reduced to hours.
- Research and recommendations: ask a question in plain language, or receive ranked client-product matches — both grounded in your firm's data and filtered by mandate and coverage.
- Sales-pitch generation: generative AI drafts client-specific outreach from the recommendation context — reviewed and sent by the salesperson, never auto-fired.
Proof
Mosaic-specific outcomes: AI-assisted data mapping reduces new-source integration from days of custom engineering to hours of self-service configuration, and every recommendation is instrumented from delivery through action to revenue outcome — so platform ROI is measured, not assumed.
Part of the Behavox AI product ecosystem, built on the platform trusted by 120+ institutions and backed by $270M+ in R&D. Mosaic brings the same purpose-built AI, security and scale that power Behavox surveillance to the front-office trading desk.
Certifications & infrastructure: SOC 2 Type II · ISO/IEC 27001 (certified) · FedRAMP-authorized cloud platform (Google Cloud) · single-tenant GCP · customer-held KMS keys.