Retail Broker Increases Loan Volumes and 20X ROI

Challenge

A leading American financial services company operating a popular electronic trading platform struggled with an outdated securities lending processing system that required manual access to third-party systems to book loans. This lack of automation resulted in slow trade execution, inefficiencies, and missed revenue opportunities.

Solution

To eliminate manual processes and improve efficiency, Trading Apps developed and deployed a hosted gateway solution, seamlessly connecting the firm’s systems to the third-party solution for automated loan booking.

Impressed with the initial efficiency gains, the firm expanded its engagement within four months, upgrading to Trading Apps’ full suite of lender solutions to maximize automation, optimize pricing, and scale loan volumes. They adopted the following solutions:

➡️  AutoLend removed bottlenecks and enabled faster, more profitable trades.

• Automatically read and translated incoming borrow requests from multiple sources.
• Consolidated data into a single, interactive view, eliminating time-consuming manual processing.

➡️  Inventory provided the firm with a comprehensive view of assets and lending opportunities.

• Unified multiple inventories, market data, and trading insights into one screen.
• Improved visibility and decision-making, allowing for quicker lending opportunities.

➡️  Pricing Engine enabled the firm to secure better rates and eliminate costly inefficiencies.

• Integrated real-time market data, ensuring optimal lending rates.
• Implemented minimum loan return value rules, eliminating loss-making loans.

➡️  TA.Link streamlined thousands of loan bookings, significantly increasing efficiency.

• Automated trade messaging service for pre- and post-trade lifecycle management.
• Eliminated manual processing inefficiencies, reducing operational risks.

Results

The financial services firm saw significant increase in loan volumes, driving greater securities lending revenue as well as the following benefits:

✅  Higher profitability, with better pricing and no longer booking losses.

✅  Thousands of loans booked across TA.Link, reducing reliance on manual processes.

✅  Achieved 20X ROI after complete on-boarding.