Modernizing Trading Technology for a Global Broker-Dealer
Modernizing Trading Technology for a Global Broker-Dealer
Challenge
A brokerage division relied on a costly, underperforming 3rd-party tech stack. They needed a future-ready alternative that matched their functional and strategic needs.
What We Did
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Analyzed end-to-end trading infrastructure across high-touch and low-touch operations
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Created a capabilities matrix to define technology needs
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Evaluated eight potential vendors using a scoring system across performance parameters
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Proposed a target-state architecture combining best-of-breed solutions
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Negotiated two vendor deals aligned with cost, functionality, and scalability
Outcomes
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Side-by-side tech environment analysis and capabilities matrix
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Detailed vendor comparison report with qualitative and quantitative scoring
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Implementation-ready documentation and future-state vision
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RFP responses and a strategic deal framework