Financial Client Case Study

We partnered with a top tier asset management firm to deliver a global strategic initiative to enhance pre-trade execution capabilities around trading counterparty selection processes. This was to meet multi-dimensional industry-wide regulations and client portfolio mandates primarily in FX & OTC derivatives trading.

We significantly contributed in identifying and defining high to low level business requirements for a diverse set of business stakeholders including legal, compliance, client life-cycle, data management and front office dealing teams.