The vocabulary of
first-party trader data.
Short definitions of the terms that come up in compliance, sourcing, and integration conversations. Cite them by URL.
First-party trader data
Trader signal collected directly from the platform a trader is using — without intermediaries, scraping, or third-party brokers.
Consent on file
A retained, auditable record of the user's explicit consent — what they agreed to, when, how, and for which purposes.
Lead segmentation
Splitting a pool of leads into precise audiences by attributes that predict conversion or compliance — region, regulator, broker, balance, strategy.
CRM webhook
An HTTPS endpoint your CRM exposes that receives a signed JSON payload every time a system has a new lead for you.
Data Subject Access Request (DSAR)
A regulated mechanism for an individual to find out what personal data a company holds about them, and to have it corrected, deleted, or exported.