challenge
Following the merger of two major financial institutions, our client—a top 10 US bank—faced a major challenge. To compete with peers and attract new Fortune 500 clients, they needed to expand their suite of offerings to include structured equity products. Without these new capabilities, they risked losing ground to similarly sized competitors. The bank sought a partner with deep expertise in developing and implementing complex capital markets solutions to help them establish a state-of-the-art trading desk that could fuel future growth.
solution
By implementing a wide range of products and involving key stakeholders across their organization, we helped create a robust, efficient and compliant trading operation, including:
results
This complex project required coordinating multiple technology platforms and stakeholders to create a fully functional and compliant trading operation. Our coordination of this technology implementation enabled the bank to successfully launch its new structured equity derivatives desk, which opened new revenue streams and enhanced its competitive position in the industry.
Centralized Reconciliation System Transforms Payments Company’s Treasury Operations
A rapidly growing unicorn payments company, faced challenges managing payments across a complex and expanding ecosystem. Learn how we created a centralized solution to streamline data management, ensure compliance, and maintain trust with stakeholders.
Future-Proofing a Payments System for Scalable Growth
Our client, a rapidly-expanding payments company, needed to lay the groundwork for their next-generation payments platform. Their existing payments system was outdated and lacked the scalability and flexibility required for future growth. Learn how we built a façade around their legacy system to modernize their payment management processes without disrupting ongoing operations.
Reimagining the User Experience for a Top 10 US Bank
A top 10 US bank recognized the need to improve the user experience within their Corporate & Investment Bank’s operations. They lacked a clear definition of their diverse user base and struggled to design intuitive interfaces and experiences that met the specific needs of different user groups. Learn how we created a single source of truth that would drive user adoption.
Modernizing Business Intelligence Infrastructure with Azure and AI-Driven Solutions
A regional credit union had outgrown their current business intelligence system, which was an on-prem data warehouse that was both heavily reliant on manual processes and lacked scalability. This limitation created a backlog of essential reports needed for tasks such as loan prospecting and risk assessments, making it difficult for our client to understand their customers and develop tailored products to meet their needs. Learn how we helped.