Global Agent Lender Automates Lending, Driving Significant ROI

Challenge

An international financial services firm relied on a manual, outdated agent lending system that slowed operations, limited visibility, and hampered profitability. Their inefficiencies included:

🟠  Manual trade entry and availability checks, making loan processing slow and error-prone.

🟠  No visibility into trade acceptance or rejection reasons on their third-party platform.

🟠  Fragmented, unstructured borrow requests arriving via email, file transfer, IB chat,

🟠  Bloomberg messages, and phone—many of which were left unprocessed.

🟠  Lack of real-time pricing data, forcing traders to manually research market security rates.

Solution

To address these challenges, the firm deployed Trading Apps’ AutoLend, Smart Recalls, and Pricing Engine solutions, creating an integrated, fully automated lending and borrowing process.

➡️  AutoLend: Process Borrow Requests Instantly

• Automatically converted all incoming borrow requests – regardless of format – into structured, actionable data.
• Eliminated the need for traders to manually check availability, ensuring every opportunity was captured.
• Seamlessly integrated with existing internal systems, standardizing and automating trade processing.

➡️  Pricing Engine: Automated Rate Creation

• Integrated market data feeds, providing real-time indicative rates for borrow pricing.
• Eliminated the need for manual rate research, enabling traders to respond faster to requests.
• Automated rate creation, ensuring consistent and competitive pricing across all transactions.

➡️  Smart Recalls: Automating Recall Management

• Automatically identified and reallocated recalls from short sales, eliminating the need for manual adjustments.
• Provided a centralized view of all recall needs, improving efficiency and accuracy.
• Ensured regulatory compliance by tracking and managing recall events in real time.

Results

By eliminating inefficiencies, automating processes, and increasing transparency, Trading Apps helped turn this financial services firm into the market’s most competitive lender.
Instant Profitability Gains: From day one, AutoLend unlocked high-value stocks buried in unprocessed requests, driving immediate revenue.

✅  Faster, More Structured Borrow Responses: Borrowers chose this bank over competitors because they received fast, structured replies they could upload directly into their own systems.

✅  Massive ROI: The bank achieved multiple ROI increases through increased revenue.

✅  Industry Recognition: The firm moved to the #1 Lender slot in annual industry awards, cementing its leadership in securities lending.