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For more information about Luxoft, visit www.luxoft.com www.luxoft.com/financial-services/

case study 26.09.2012

Prime Brokerage Client Portal Summary Create a portal for prime brokerage clients of a global investment bank that provides online access and self-service capabilities for their trading activities.

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Client: TOP10 global investment bank Business Area: Prime brokerage, Client Services, Operations Asset Classes: Listed Derivatives Integration: Transaction Repository, Clearing Systems, Static Data Repository, Allocation Systems User Profile: Clients, Operations department of the Bank Geography: Europe Relationships Status: Ongoing, T&M Services Provided: Full cycle: Business analysis, Development, QA/Testing, Maintenance with Production support Team Size: 40+ Duration: 1 years


Business Challenge In order to improve the competitive advantage of its prime brokerage services, the bank began an initiative to provide its clients with a userfriendly portal for online access to accounts and trade, investment products, and customer service.

Luxoft Delivered Solution Luxoft’s extensive background in the development of electronic trading solutions enabled them to design and implement a solution that is both easy to use and navigate, as well as providing all of the functionality needed to give the bank and its clients the full benefit of prime services. The delivered System consists of the following Portals: uu Trade Blotter uu Allocation Blotter uu Alert & Position Blotter uu Trade Life Cycle Blotter uu Treasury Portal uu Document Repository and Home Page. Currently the Portals allow Operations and Clients to: Receive information uu executions linked to orders uu allocated trades uu cleared trades (including give-ins) uu recorded trades uu positions uu balances uu cash and securities collateral uu margin and margin calls uu reference data ( credit and debit rates, exchange events) Luxoft - Case Study

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Apply self‐service functions: uu download reports uu make queries (including missing trades and not-recognized trades) uu make allocations via different methods uu withdraw and deposit cash uu withdraw and propose new securities collateral uu create fx requests uu receive alerts (expired trades, forthcoming expirations, assigned and exercised options) Work in user‐friendly environment: uu convert everything info xls uu create personal settings ( favorite lists, table views and filters, choice of allocation methods and alerts, distribution lists) Use up‐to‐date documents repository (incl. 4‐eyes principle)

Benefits Luxoft’s prime services client portal increased the bank’s competitive advantage with the following benefits: uu Increased opportunities for higher returns and lower costs in the bank’s prime brokerage service uu Improve operational coordination and customer service uu Increased client satisfaction and relationship management with the value-added benefits of portal access to a wide range of functionality, personalization and customization options, dynamic delivery of trade activities, and improved collaboration

Customer Feedback Detailed feedback is available on request. Luxoft - Case Study

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About luxoft

Luxoft, a principal subsidiary of IBS Group, is a provider of advanced application and software engineering outsourcing services for global and regional enterprises. Luxoft builds partnerships with its clients, such as Boeing, IBM, Deutsche Bank, UBS, Harman, Avaya, Alstom, and Sabre, based on the culture of engineering excellence, innovation, and deep domain expertise. Luxoft offers international delivery capability through its network of state-of-the-art delivery centers in North America, Eastern Europe, and Asia. Luxoft`s customers benefit from the right mix of technology skills, industry knowledge, proprietary processes and methodologies, and a choice of engagement models. For more information about Luxoft, visit www.luxoft.com www.luxoft.com/financial-services/

Š 2012 Luxoft


case-study-prime-brokerage-client-portal-luxoft-for-top10-global-investment-bank