Global Bank Secures Turret Access and Workflow Integration with CAS Companion

Client Overview
A global investment bank with regional trading hubs in London, New York, and Asia sought to improve the efficiency, security, and user experience of its trader voice environment. The client’s infrastructure included turret systems from a leading vendor, enterprise desktop applications, and Microsoft Active Directory (AD) for user authentication.

Challenge
The bank identified key pain points across its trading floor operations:

  • Traders had to manually log into and out of turret devices, resulting in delays and unattended logged-in sessions.
  • Turret systems lacked native Single Sign-On (SSO) integration with Active Directory, complicating user onboarding and access governance across global locations.
  • CTI (Computer Telephony Integration) was needed to enable effective recording, searching, and presentation of voice interaction data.
  • The bank required a forward-compatible solution for voice-to-desktop integrations without having to rebuild their environment.

Solution: CAS Companion Deployment
The bank adopted CAS Companion as the integration layer between the turret environment and desktop applications. The deployment focused on three core areas:

1. CTI Enablement
CAS Companion provided seamless Computer Telephony Integration, allowing turret-based call events to be passed directly into desktop workflows and applications. This included:

  • Real-time call logging into internal systems
  • Easy access to call history and audit trails
  • Future extensibility for linking calls to client records or workflows (e.g., CRM, order management)

2. Active Directory SSO Integration
A custom integration was developed using CAS Companion’s API and orchestration layer to bridge turret authentication with Microsoft Active Directory:

  • Traders now log into turrets using their AD credentials
  • Automatic login/logout is synchronized with desktop session activity
  • Secure, consistent access is ensured across multiple regions and offices
  • Reduces operational overhead for IT support and user onboarding

3. Future-Ready Platform
While the bank is not currently using Microsoft Teams for front-office voice, CAS Companion’s open API model ensures:

  • Future integrations (e.g., desktop overlays, compliance tools, CRM systems) can be developed quickly
  • The solution remains aligned with evolving UC strategies and regulatory requirements

Results

  • Improved Security & Access Control:
    The SSO integration ensures turrets are only active when the trader is logged into their desktop — reducing risk and enhancing compliance.
  • Streamlined User Experience:
    Traders benefit from a consistent login process, whether in their home office or traveling globally.
  • Enhanced Data Availability:
    With integrated CTI, voice interactions are no longer siloed — enabling better auditability and operational insight.
  • Future-Proof Architecture:
    The bank can now extend voice-driven workflows into its broader digital ecosystem without requiring vendor-specific customization.

Quote (optional)
“With CAS Companion, we finally aligned our turret infrastructure with our enterprise security model and digital workflows — without replacing core systems.”
— Voice Engineering Lead, Global Bank