Canadian Bank Accelerates Trading Efficiency

Challenge

One of the largest North American banks identified that its traders were spending an excessive amount of time manually entering trades into a legacy system. The outdated process hindered their ability to review outstanding trades, execute essential lifecycle changes, such as re-rates and returns and prevented the simultaneous entry of multiple trades.

Solution

The bank implemented Trading Apps’ Trade and Inventory solutions to transform its trading operations:

➡️  Trade: By introducing an intuitive multi-trade entry screen, the Trade solution provided comprehensive visibility and transparency across the bank’s entire trading book. With integrated trade blotters, analytics, and lifecycle management, traders could perform bulk updates quickly, saving valuable time and reducing manual errors.

➡️  Inventory: This solution consolidated multiple inventories, external market data, and trading intelligence into a single, real-time screen. The result was a foundational tool that empowered traders with deeper insights, enabling smarter, faster, and more profitable trading decisions.

Results

With Trading Apps’ solutions, the bank transformed its trading workflow, boosting efficiency, enhancing transparency, and optimizing operational performance, all while enabling scalability.

✅  Reduced trade entry time and streamlined lifecycle management, freeing traders for higher-value work.

✅  Improved analytics and reporting, ensuring better decision-making and compliance.

✅  Cut costs and increased performance, enabling them to retire outdated legacy systems and rely more heavily on Trading Apps for trade automation.