Asset Management
Trade Order Advisory
What we do
Our expertise in Trade Order Advisory is anchored in the implementation of new automation for order management systems facilitating sales & trading which often requires new workflow, policies, and procedures. We can help analyze existing processes and design new workflows and procedures to properly correspond with these automation techniques. Typically, we design new processes in line with industry goals of achieving straight-through processing (STP). Workflow functionality enables efficient management of transactions as they advance through their lifecycles. Trades are captured easily and data integrity is maintained as they move from front to back office.
Our Expertise
BankerTek provides workflow analysis and assessment to gain a more detailed understanding of overall operating efficiency and working practices of business units. We research, analyze and map the core work and process flows to provide and formulate an approach enhancing operational efficiency, and more importantly, reducing the firm's overall risk exposure and operational cost. This approach offers the ability to recognize potential areas on which to focus and target efficiency protocols. The goal of this effort is to identify enhancements that would greatly benefit the business in its processing efficiency, focusing on those practices that are required tosupport transactions. This initiative is performed to optimize time and effort, and to provide solutions that will align the business units vertically instead of functionally and improve the interrelationship of the core business units. The delivery of this effort yields increased productivity during the execution of the day-to-day responsibilities; elimination of manual activities to the greatest extent possible, and streamlining of systems flows. Upon completion of the initial assessment, we will then define the changes mandated by the analysis phase and develop the strategies and tactics to comply and implement these mandates.
