Capital Markets

Capital Markets firms are challenged to meet today’s requirements to perform reporting across multiple business silos.  The challenges look like this:CH-Challenges

We have assisted our clients in solving for these business challenges and some of the specific areas include:

  • Daily Operational Risk Monitor – highlighting risks and unusual events
  • Trades and Positions – trends and analysis by volumes and values
  • Corporate Actions – reporting and analysis of pending events
  • Options – reconciliations and General Ledger reporting
  • Short Sales – reporting and analysis (Reg SHO)
  • Cost of Carry – calculations and analysis
  • Liquidity Risk – reporting and scenario analysis

Below is a specific Client example where Huma WhiteBox was able to “check the box” on many business challenges being faced in reporting across multiple business silos.

CM Case Study