Consulting & Implementation

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CONSULTING & IMPLEMENTATION

Cover a wide class of assets, working closely with leading software packages and client proprietary applications.

REQUIREMENT ANALYSIS
AND DESIGN

DEVELOPMENT & IMPLEMENTATION

END-TO-END
TESTING

PRE AND POST-PRODUCTION SUPPORT

Core Service
Offerings

Case Study:
Credit Trading Requirements

Case Study:
Roadmap Creation

CORE SERVICE OFFERINGS

Builds, markets and deploys advanced applications for leading financial institutions; designed to help clients do more with technology, streamline business operations, reduce manual intervention and increase efficiency and reusability.

Supported Platforms

Assisted clients in implementing solutions based around the following products: Calypso, Charles River, Wallstreet Systems, Numerix, Misys Summit, Murex, Sungard Front Arena, Principia, Reuters, OpenLink, Bloomberg, Tradeweb, Linedata

Supported Technologies

Recommend and use the appropriate technology to satisfy real world business challenges.

Rely upon the latest commercial and open source tools and protocols to solve real business problems

Java, C# and .NET, C/C++, XML scripting languages

Databases such as Oracle, Sybase and MS SQL Server

Messaging middleware such as MQ, TIBCO, JMS and web services

Application and workflow servers such as JBOSS, IBM WebSphere and BEA/WebLogic

STP protocols including FIX, FpML and SWIFT

A GLOBAL INVESTMENT BANK

The bank provides global counterparty credit analysis and monitoring and identified that their credit reporting infrastructure needed to be expanded and enhanced to support the business growth, multiple geographical locations and evolving regulatory requirements; They required an assessment of their entire credit monitoring approach with an eye towards enhancement and increased functionality.

Requirements

Assist with requirements gathering, vetting and framing a Global Counterparty Credit Reporting infrastructure including the meta-data components and delivery methods

Document the detailed credit reporting requirements for the technology build team in line with the firm’s evolution plans

Approach

The process included understanding and documenting the current reporting processes, data sources, business logic, transformation rules, automated and manual processes that produced the current daily counterparty credit report suite

A meta-data dictionary was defined and organized into a representative normalized extraction that would support the evolution of current and future credit reports

Contribution

Senior experienced market and credit risk practitioners provided an unbiased and deep knowledge in the domain and defined a detailed data structure based on industry best practice

Results

The global credit reporting requirements were presented to the senior management and delivered to the global data team to frame and produce the extraction layer for the credit reports

INTERNATIONAL INVESTMENT BANK

Required consolidation of FX business under unified corporate treasury operations

Requirements

Assist with requirements gathering, vetting and presenting a business vision and roadmap for formalizing global FX services within the treasury organization

Approach

Analysis and requirements gathering was accomplished through a series of detailed interview sessions with the key stakeholders and management including and representatives from each of the firm’s global business line

The data was compiled into an executive FX Vision document that defined their current state, future state and transition roadmap, highlighting potential next steps and priorities in line with the firms’ evolution.

Contribution

Senior experienced treasury, liquidity and cash management practitioners with extensive knowledge of FX transactions and operations provided the vision document

Results

The executive summary analysis was presented to the Treasurer and management team to align with firm-wide priorities and dependencies supporting the business going forward in a phase approach

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