Saberin Project Initiatives 2025-2026

A forward-looking proposal to Streamline, Modernize, and Improve the application ecosystem, delivering enhanced efficiency and a superior user experience.

Core Initiatives

Our strategy focuses on three key areas of improvement to build a stronger, more agile foundation for the future.

UI & UX Revamp

A complete modernization of the application stack to deliver a more intuitive, efficient, and visually appealing experience. We will leverage AI-driven development for smarter, adaptive interfaces while preserving and enhancing robust, familiar processes.

Backend Enhancements & Cloud Readiness

Introducing the latest Microsoft backend enhancements. While all systems remain 100% local for now, we are thoughtfully preparing the groundwork for future cloud migration, ensuring you can move at your own pace when ready.

Efficiency & Cost Optimization

Improving efficiency and reducing costs by moving selected high-cost workloads—like logs and audit trails—from SQL Server to more economical file storage, achieving significant savings without sacrificing reliability or accessibility.

Application Highlights

Showcasing modernized applications and new AI-powered capabilities that will redefine data interaction and reporting.

MSRB Trade Application

A real-time trade visualization tool, streaming MSRB trades live for insightful, immediate analytics.

Commission Management

Refocused commission tools centered on Trader needs. Easily view statement status and safely explore data, supervised by the commission team.

AI Integration with Auditon AI

AI-powered data access and agent-based tools for accelerated delivery of bespoke reports and generative business intelligence.

AI Integration Focus

Our next major step is to integrate advanced AI capabilities directly into the MSRB Data platform, transforming how traders interact with market information.

Deep Data Exploration

Empower your traders with AI to explore MSRB data more deeply and creatively, uncovering insights that traditional methods might miss.

Custom AI Agents

Soon, traders will be able to build their own AI agents to perform specific actions in various scenarios, automating routine tasks and enhancing responsiveness.

Automated Notifications & Summaries

Examples include agents that can "notify me via email when a specific trade condition is met" or "create a summary each day at 8 AM of the previous trading activity around a particular bond."

"Notify me email when..."

"Create a summary each day at 8am of..."

Project Milestones

A clear roadmap of our key deliverables over the next year, ensuring transparency and alignment.

AI-Enabled Insights

Q3 2025

Launch of platform features delivering AI-powered business intelligence and insights.

MSRB Trade Application UI

Q4 2025

Release of the new, modernized user interface for the MSRB trade visualization app.

Commission Platform Enhancements

Q1 2026

Deployment of new tools and features focused on improving the commission experience for traders.

Administrative Tools UI Overhaul

Q2 2026

Major redesign and upgrade of administrative interfaces and dashboards for improved usability.

Out of Scope Items

The following items are important initiatives but fall outside the scope of the fixed monthly maintenance program. We are ready to discuss these as separate engagements.

SQL Server Production Upgrade

This critical upgrade is currently active and in progress. It is being managed as a separate project to ensure minimal disruption and optimal performance for your database infrastructure.

Mutual Funds Deprecation - Web Admin Tool

The Mutual Funds Web Admin tool is currently undergoing deprecation. As part of this process, we are preparing to turn off the remaining FTP and data services. Before we proceed, we require your guidance on the following:

Data Files: We currently have your processed data files stored securely. Our plan is to destroy these files unless you would like us to transfer them to you. Please let us know your preference.
Remove Deployed Services: We have services deployed to facilitate processing the US Bank data files sent over FTP. We plan to uninstall these services from your server, as they will no longer serve a purpose.
Audit Trail & Website Snapshots: We also maintain audit trail history and website snapshot archives related to your service. Do you wish to retain copies of these records before we proceed with deletion?
WebAdmin Tool: Do you have a plan in place to assume responsibility for the WebAdmin tool, or would you like us to continue managing it for the time being? Please advise on your preferred approach.