Trading Contract Solutions
We provide our clients with pre-trade consulting and resource needs relating to the on-boarding of derivatives and repo trading clients, while always maintaining a focus on risk management concerns and revenue generation opportunities.
We help our clients expedite, improve, or lift-out the trading contract process as we deliver efficiency assessments and revenue-driven process enhancements.
|Trading Client On-Boarding
||Documentation System Analysis
||Netting and Collateral Process Review
||Trading Contract Negotiation and Administration
|We work with clients to map out the current process flow, prepare gap analysis, and define the target client on-boarding operating model
||We work with process owners to audit master agreement terms, analyze risk management reporting needs, and implement process and system enhancements
||We work with clients to identify, analyze, and improve the documentation, netting, and collateral process and reporting capabilities
||We work with clients to assess and develop trading contract negotiation capabilities and support organizational change