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Case study · FinTech & Education

CapitalSurge

Live trading room and learning platform for futures and forex traders: daily live market analysis, course vaults and member subscriptions behind one login.

Active daily trading room

Client
CapitalSurge
Sector
FinTech & Education
Category
FinTech platform
Scope
Web platform, Member portal, Live streams, Subscription billing

01

The problem

Live sessions ran on one tool, courses on another and payments on a third. Every new member meant someone checking a payment and granting access by hand.

Members who lapsed kept access. Members who paid waited. Churn was high because the experience between paying and trading was slow and fragmented.

02

The approach

One portal for live streams, course vaults and membership, with billing state as the source of truth for access.

When a subscription changes, roles change with it. No manual step, no delay, no spreadsheet of who has paid.

03

Technology

  • Next.js
  • WebSockets
  • Stripe Billing
  • PostgreSQL

Next.js for the portal and member area. WebSockets carry live room presence and chat. Stripe Billing webhooks write subscription state to PostgreSQL, and roles are derived from that state on every request rather than stored separately.

04

The solution

Members sign up, pay and land in the trading room in one flow. Daily live analysis, the course vault and the community sit behind one login.

Access follows the subscription automatically. Upgrade, downgrade or cancel and the portal reflects it within seconds, with no one on the team involved.

05

The outcome

Active daily trading room

An active daily trading room, with access managed by the system instead of the team.

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