Case Study

New Trading Desk Enables Continued Growth for Top 10 US Bank

challenge

Expanding Current Product Offerings

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.

Key Outcomes
Launched 12
new products

solution

Comprehensive Implementation of a New Trading Desk

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:

  • Integrating various derivative products, from forward sales to warrant purchases.
  • Designing, developing, and testing security-based swap dealer reporting requirements.
  • Coordinating across multiple bank organizations, including technology, market risk management, quants, model risk management, counterparty credit risk management,  accounting, and derivative operations teams.
  • Ensuring compliance with regulatory requirements, including Volcker reporting.

results

Unlocking a New Revenue Stream and Competitive Advantage

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.

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