Banking, Capital Markets and Commodities

We’ve developed a wide range of insights, messaging, sales tools, proposition training, marketing materials and lead generation campaigns across these sectors. Our team has knowledge of the personas, workflows and challenges in the segments and business activities listed below.

Brokerage, Dealing and Market Making

  • Equities
  • Credit
  • Rates
  • FX
  • Sales
  • Quantitative analysis
  • Price discovery, pre-trade risk, order management and execution management
  • Market, credit and enterprise risk management
  • Trade surveillance
  • Security master set-up and maintenance, symbology cross reference and Legal Entity exposure
  • Pricing
  • Enterprise data management

Investment Banking

  • Strategy development
  • Marketing of M&A, IPO, Debt etc. services
  • Prospecting and relationship management
  • Pitching for deals / deal making, deal research
  • Securities and sector research
  • Economic research

Exchanges / Venues

  • FX ECN
  • OTC
  • Quote, order and execution management
  • Market surveillance
  • Post trade management
  • Risk management
  • Market information management and dissemination
  • Technology services (co-location, comms, data platforms, smart order routing)

Asset Management

  • Institutional
  • Alternative
  • Business development and fund marketing
  • Research and analysis (fundamental, quantitative)
  • Strategy development, back-testing, optimization and production
  • Price discovery, technical analysis, pre-trade risk, order and execution management
  • Data and trading connectivity
  • Programmatic trading
  • Trade allocations, confirmations and settlement
  • Pricing, market risk management, position monitoring, adjustment and reporting
  • Performance and risk attribution
  • Valuation
  • Security master set-up and maintenance, corporate actions processing and reporting

Private Banking and Wealth Management

  • Proposal generation
  • Portfolio monitoring, advice and guidance
  • Back office brokerage processing
  • eCommerce / online portals for consumers and IFAs

Commodities Production, Trading and Brokerage

  • Agricultural
  • Oil and Gas
  • Power
  • Metals
  • Demand forecasting
  • Sales and analysis
  • Trading and broking
  • Portfolio management
  • Transaction lifecycle management
  • Market, credit and enterprise risk management

Retail Banking

  • Transaction processing
  • Card management
  • Transaction fraud
  • Know your customer (KYC) and anti-money laundering (AML)

Wholesale Banking

  • Wholesale payments

Enterprise-wide

  • Capital/liquidity management
  • Credit risk management
  • Real-time data management

Corporates

  • Corporate treasury
  • Trading and risk management
  • Raw materials procurement and margin management