Tactical data solutions: Financial services company
We built a trades validation system to ensure compliance with treasury rules
Our client, the treasury department of a financial services company, used a series of spreadsheets to validate
proposed treasury trades against compliance rules.
Concerned at the ever-increasing amount of time the existing process was taking, DataConsulting was engaged to develop
a system to validate proposed treasury trades against pre-defined rules.
A secure, robust and flexible application was built - with reporting suite into Excel and PDF - that ensures
compliance with company rules, thereby reducing risk.