At Confluentia we have extensive experience across almost the entire spectrum of financial products, project types, and functional groups - front-to-back. We have considerable experience in helping to define strategy across systems and processes, and have successfully delivered a wide variety of systems projects. We also have expertise in a number of key vendor software platforms.
Project types
- Strategic analysis and pre-project scoping
- Building or enhancing in-house systems
- Integrating vendor systems
- Conversions and migrations
- Integrating multiple businesses onto a common technology and process platform (e.g. post-M&A)
- Implementing technology to support new
or mandated industry initiatives - Building or modifying platforms for new
products, desks, or regions
Product areas
- Carbon and environmental
- Corporate Banking
- Credit and credit derivatives
- Equity and equity derivatives
- Fixed Income (Rates)
- Money Markets
- Mortgage-backed securities
- Repo and stock borrow
- Structured finance
- Treasury and FX
- Wealth Management
Types of System Projects
- Accounting
- Collateral management
- Client reporting
- Cost of carry
- ECN and order management
- General ledgers
- Issuing & Paying Agent
- Market data
- Product control systems
- Portfolio management
- Price verification
- Pricing
- Regulatory
- Risk-based P&L attribution/explain
- Securitization management
- Settlement and confirmations (cash & derivative)
- TBA allocations
- Trade capture & management
- Transaction warehousing
Vendor systems
- Trade capture: TradeWeb, MarketAxess,
Bloomberg, ION - Credit & interest rate derivatives: Murex, Summit
- Repo: Anvil-ARTS
- Bonds: ICI-Impact (ADP), RIMS/Synopsis
- Equities: Wilco-Gloss, BPS (ADP)
- Equity derivatives: Sophis
- Stock borrow: Loanet
- Exchange-traded futures & options: GMI, R&N
- Money markets: GBS/ATLAS, Wall Street
- GL: SAP, Great Plains, CODA
- Reporting: Business Objects, Cognos
ETL: DTS, SSIS, Informatica - Reconciliations: IntelliMATCH, TLM
- Banking: LoanIQ, ACBS