Customer adoption
[INSERT: verified active / pilot customer count]
Use a precise definition and date so the figure is auditable.
CMI AI insights · automated Broker operations
CMI can spot the opportunity. You do not need to be watching when it happens.
STA uses your approved setup to automate the order flow through your compatible Broker Account. CMI supplies the market intelligence. STA handles the configured automation. Your Broker remains the execution environment.
CMI finds it. STA puts it into action.
The practical value is simple: less time monitoring CMI and less repetitive order entry when U.S. market timing matters.
Informational conversation only. No obligation. This conversation is not investment advice.
CMI AI InsightsMarket intelligence for the configured workflow
Customer-approved setupRules and operating parameters are approved before automation
Your Broker AccountFunds and Broker-side activity stay with the compatible Broker
STA automationLess manual monitoring and order entry
STA CONTROL PATH
READY
Live operating example
New CMI AI Insight received
10:31:04 ET
Market
U.S. Equity
Insight type
Directional
Illustrative
Insight
Automation
Broker
No manual order entry needed.
The illustrative CMI input moved through the approved STA workflow and on to the compatible Broker environment.
The illustrative CMI input moved through the approved STA workflow and on to the compatible Broker environment.
Operating model
Intelligence, automation, execution
CMI provides the information, STA applies the approved automation, the Broker handles Broker-side execution.
Account control
Customer Broker Account
Customer funds and official Broker records remain in the compatible Broker environment.
Automation control
Approved before activation
Material operating rules and configuration are customer-approved.
Market scope
U.S. equities
Margin trading is subject to material financial and leverage risk.
Evidence to add before launch
Replace placeholders before production
Let verified operating evidence do the convincing.
This structure is intentionally empty of invented proof. Add only figures and quotes that can be evidenced and approved for external use.
Account value / AUM automated
[INSERT: verified aggregate amount]
State whether this is live, pilot, paper, contracted or another clearly defined category.
Operating evidence
[INSERT: verified execution / uptime / evidence metric]
Prefer an operational statistic that reinforces reliability rather than a promotional vanity metric.
Approved customer or partner voice
[INSERT: approved name, role and organisation]
“[INSERT: approved testimonial focused on operating value, control or implementation experience]”
01 · Why STA exists
The market insight is only useful if you can act on it.
Without automation, each relevant insight can turn into another manual task. You need to notice it, review it, open your Broker, prepare the order and enter it. STA is designed to remove that repetitive operating work.
Without STA
Manual workflow01
Notice the CMI Insight
You need to be available when the market event arrives.
02
Review the information
Check what the insight is telling you and decide what needs to happen next.
03
Open your Broker
Move into the Broker interface and prepare the corresponding operation.
04
Enter the order yourself
Execution work stays with you, including the timing burden.
The intelligence is there, but the operating workload is still yours.
With STA
Automated workflow01
CMI Insight arrives
The informational input enters the configured STA workflow.
02
STA checks the approved setup
The applicable customer-approved rules and operating parameters are applied.
03
Order intent can be created
If the approved rules permit the operation, the customer-side order workflow can continue.
04
The instruction progresses to the Broker
The compatible Broker remains responsible for Broker-side acceptance and execution.
CMI Insight → STA automation → compatible Broker.
02 · See STA at work
One insight. One automated operating path.
This is not a trading simulator. It shows the job STA is designed to do: take a CMI informational input, apply the approved operating setup and automate the workflow toward the customer’s compatible Broker.
STA operating sequence
Ready
CMI AI INSIGHT #84729
U.S. Equity
Directional market information
STA automation enabled
CMI AI Insight received
The CMI information reaches the customer-side STA workflow.
Approved operating setup identified
STA checks the currently active customer-approved configuration.
Customer-approved rules applied
The configured rules determine whether and how the workflow can continue.
Customer-side order intent generated
If the applicable rules allow it, an attributable order intent can be created.
Instruction progresses to the compatible Broker
The Broker independently handles Broker-side acceptance, rejection and execution.
You did not enter the order yourself.
That repetitive operating work is what STA is designed to automate.
03 · What changes for you
Less screen time. Less manual execution work. Same Broker relationship.
01
Spend less time watching markets
You do not need to keep checking for every CMI market event as it happens.
02
Reduce repetitive order entry
STA handles the configured order workflow instead of asking you to recreate every operation manually.
03
Keep your Broker Account
Customer funds, Broker execution and official Broker account records remain with the compatible Broker.
04
Connect CMI to action
CMI supplies the market information. STA handles the customer-approved automation that follows.
04 · CMI referenced performance
~5%/ month*
This is a referenced CMI performance figure, not a promise. A serious review needs the period measured, methodology, evidence type, margin assumptions, costs, drawdown and the risks that came with the result.
Evidence before expectation
What matters when you assess the number
Reference periodWhat period does the figure cover?
Evidence typeTesting, forward testing or production?
Margin assumptionsHow was leverage used?
CostsWhich trading and operating costs apply?
DrawdownWhat risk accompanied the return?
Future resultsNot guaranteed
05 · Start with your question
What would you need to understand before deciding whether STA is relevant?
The page does not need a long qualification form. Let the visitor explore the issue they actually care about. Those interactions can become invisible Brevo behavioral signals for proceedit.
Performance evidence
What sits behind the ~5% monthly reference?
The figure should be reviewed together with the validated reference period, methodology, evidence status, margin assumptions, trading and operating costs, drawdown and limitations. Past or tested results do not guarantee future production performance.
This interaction is suitable for invisible Brevo event tracking, for example
sta_topic_engaged: performance.
Have enough context to talk it through?
Not ready to book yet?
Take the STA operating model with you.
Get the STA presentation and continue the conversation when the timing is right.
Choose what is useful now
A lower-commitment path for visitors who want more context before speaking with Janluca.
Thanks. Your STA presentation is on its way to your inbox.
06 · Clear responsibility split
A serious automation service should make it clear who does what.
CMI supplies the AI-driven informational input used by the configured STA workflow.
Material operative rules and parameters are approved before activation.
The approved configuration is applied before customer-side order intent may arise.
The Broker controls Broker-side order acceptance, execution and official account records.
The ordinary STA model does not require proceedit to receive or pool customer investment capital.
Market, margin, leverage, Broker, execution and technology risks remain material.
07 · Continue the discussion
Could STA fit the way you use your Broker?
Use 20 minutes to look at your current setup, how CMI and STA could work together, and the questions that matter most to you.
Implementation context: onboarding is stage-gated and depends on Broker compatibility, environment readiness and Customer approval. The first call is used to establish fit before any technical onboarding.
Janluca MarisBusiness Director · Expertel SL - proceedit
Informational conversation only. No obligation. This conversation is not investment advice.
20-minute informational conversation
Choose a time directly in Janluca's calendar.
Calendly shows live availability and your local timezone. Your booking details and calendar invitation are handled inside the scheduling window below.
Live availability
1 · Choose
2 · Details
3 · Confirmed
Loading Janluca's live calendar…
If the calendar does not load in your browser, open the same live schedule directly in Calendly.
Open Calendly ↗
Your STA conversation is booked.
Calendly has confirmed the meeting. A calendar invitation is on its way to the email address you used when booking.
Meetingproceedit STA informational meeting
WithJanluca Maris · Business Director, Expertel SL - proceedit
CalendarCalendly confirmation and invite sent automatically
What happens next
- Your Calendly confirmation includes the agreed date, time and timezone.
- Janluca will use the conversation to understand your Broker setup and whether STA is relevant to your situation.
- Expected follow-up, if anything needs clarifying before the meeting: [INSERT: normal follow-up window, for example within 1 business day].
- The call is informational and intended to assess fit, Broker compatibility and the STA questions most relevant to you.
Informational. No obligation.