1. Existing business focsued on DACH region, offering low scalability.
2. Existing functionality focused on post-trade deal management, creating a cap on
3. Requirement to uptier internal skills, documents and processes.
4. Uniqueness of solution, accuracy of results and SaaS delivery create heavy pre-sales
1. New intellectual property created from existing stack.
2. Repositioning solutions to 'pre-sale intelligence' and 'client engagement' transforms
3. Tier 1 banks, advisors and treasury outsourcing firms signed in UK and Benelux.
4. Diversifying revenues and clients reduced financial risk.
5. Development of new skills and capabilities in innovation, client service and planning.
1. Innovated Treasury Sales solution to help banks and advisors sell and serve
2. Innovated Client Dashboard solution to help banks and advisors provide portfolio
data to clients.
3. Worked with quants and programmers to create MVP and full product solutions.
4. Launch and marketing of solutions in UK, Irish and Benelux markets.
5. Manage sales cycle from first contact to implementation and up-sell.