Impact
The new trading and risk workflow created by Tactable for a leading global investment bank and one of Canada’s largest independent investment dealers, improved automation, enhanced risk visibility, and enabled more consistent and scalable risk management across multiple asset classes and portfolios.
Industry
Financial Services
Key Services
Key Technology
- Software
The Vision
Modernizing Derivatives Trading and Risk Management for Institutional Scale
Enhanced the client’s institutional derivatives trading operations. Conduct a comprehensive audit of existing trading workflows and re-engineer the end-to-end process to improve efficiency, control, and scalability.
The Solution
Redesigning Derivatives Trading for Automated Risk and Scalable Control
Tactable took a structured, phased approach to redesign the client’s institutional derivatives trading operations:
Assessment & audit
Conducted a deep-dive analysis of existing trading workflows to identify inefficiencies, risk gaps, and manual dependencies across asset classes.
Workflow redesign
Re-architected the trading process to create a more streamlined, scalable operating model that enhanced risk accounting and automated work flows for institutional derivatives.
Risk framework enhancement
Implemented improved risk accounting methodologies to provide more accurate and consistent visibility and oversight across portfolios.
Automation of hedging strategies
Automated hedging across multiple asset classes, reducing manual intervention, improving accuracy, and enabling more efficient, real-time risk management across complex trading activities.
The Tactable approach
